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.

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.

Search and explore potential investments by investing goal, exposure type, or current opportunity.

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