Follow these instructions to download the following files:

  1. Quarterly & Tax Statements (PDF)
  2. Activity (CSV)

Log in to your Betashares Direct account via: https://onboarding.betashares.com.au/

Quarterly & Tax Statements

Navigate to Activity > View Statements.

Download the following 6 files:

  1. 20xx/09 Quarterly Statement (PDF)
  2. 20xx/12 Quarterly Statement (PDF)
  3. 20xx/03 Quarterly Statement (PDF)
  4. 20xx/06 Quarterly Statement (PDF)
  5. 20xx Tax Statement (PDF)
  6. 20xx Capital Gains Tax Statement (PDF)

Activity

Navigate to Activity

Enter the Start date as 01/07/20XX and End date as 30/06/20XX (Previous Financial Year).

Select Export.