FY19/20 Tax Statements | BetaShares

BetaShares Fund Tax Statements have gone digital

Download yours via Link Market Services’ Investor Centre 

FY19/20 Tax Statements for BetaShares funds will soon be available via Link Market Services’ Investor Centre. Register your details with Link to access your FY19/20 Tax Statement promptly.

I need to register with Link

If you’re not registered with Link, we are happy to assist investors with this process.

If you’d like to register with Link directly, download our set up guide, and visit the Link Investor Centre.

Register now

I’m already registered with Link

Important: Check your communication preferences are set to “All communications electronically” to receive email notifications from Link in the future.

Unsure how to set your communication preference? Download our guide here.

Visit the Link Investor Centre

BetaShares Fund Tax Statements have gone digital

Every year in July, tax statements are made available to investors in all BetaShares funds that have paid a distribution during the previous financial year. In July 2020 these statements will cover the period commencing 1 July 2019 and ending 30 June 2020.

The statements are prepared by BetaShares’ unit registry, Link Market Services and contain the relevant information that you, or your accountant, require in order to prepare the section of your annual tax return relevant to your BetaShares investment.

  • Whereas in previous years these tax statements were printed and sent by post to all unitholders who had not specifically requested them to be communicated electronically we have now changed the default tax statement communication option from paper post to digital.
  • As such, BetaShares Fund Tax Statements will not be sent via paper post this year unless this is specifically requested via Link.
  • We’ve made this change for unitholder convenience but also to reduce the carbon footprint associated with paper-post sends. 

Supporting the Foundation for National Parks & Wildlife

To mark the transition to digital communications, BetaShares is donating 100% of the cost that would have been spent on printing and posting our FY19/20 Fund Tax Statements to the Foundation for National Parks & Wildlife.