Tools and Reporting

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Invest the exact amount you want with fractional investing

Invest the exact amount you want (e.g. deposit $10,000, invest $10,000) when you place a market order. Similarly, distributions and dividends are reinvested in full, with no cash component left sitting uninvested.

Invest the exact amount you want with fractional investing

Invest the exact amount you want (e.g. deposit $10,000, invest $10,000) when you place a market order. Similarly, distributions and dividends are reinvested in full, with no cash component left sitting uninvested.

Reporting made easy

Personalised performance reporting

Access real-time information on how your portfolio or individual investments are performing. Performance reporting shows your total return - including both capital gains and income - giving you a complete picture of how your investments are performing.

Simplify tax time

At the end of the financial year, you’ll get a single tax statement covering all your investments in Betashares Direct which is also auto-filled and sent to myGov. You’ll receive a separate statement setting out details of any capital gains/losses relating to sales of Betashares Direct investments during the year.

Reporting made easy

Personalised performance reporting

Access real-time information on how your portfolio or individual investments are performing. Performance reporting shows your total return - including both capital gains and income - giving you a complete picture of how your investments are performing.

Simplify tax time

At the end of the financial year, you’ll get a single tax statement covering all your investments in Betashares Direct which is also auto-filled and sent to myGov. You’ll receive a separate statement setting out details of any capital gains/losses relating to sales of Betashares Direct investments during the year.

Access resources, explore opportunities

Access market analysis, investing insights, and portfolio construction ideas from Betashares’ investing experts.
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Search and explore potential investments by investing goal, exposure type, or current opportunity.

Explore more

Break free from brokerage

Invest brokerage-free in all ETFs and 300+ shares traded on the ASX.

Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Explore more

Break free from brokerage

Invest brokerage-free in all ETFs and 300+ shares traded on the ASX.

Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Start investing with Betashares Direct

Sign up on web or download the app

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Start investing with Betashares Direct

Sign up on web or download the app

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Betashares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the issuer of Betashares Invest, being the IDPS-like scheme available through the Betashares Direct platform. Before opening an account or making an investment decision, read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available by emailing Customer Support at [email protected] or by phone on 1300 487 577, to consider whether the product is right for you. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision. This information is general in nature and doesn’t take into account your financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investing involves risk.