Distribution Tax Automation

Son Nguyen

• 30 January 2026 02:50

Hi Team,

I am declaring distribution income from trust which holding by Betashares.

However, the Betashare Direct only show consolidate report in tax statement so please advise me if we can declare total income in Distribution Tax Automation.

In addition, please let know if Betashares Direct can issue detail of distribution income for each ETFs or not.

Thanks and Regards,

Son Nguyen.

0

• Official comment

  

  Andre Jones

  • 03 February 2026 03:06

  Hi Son,

  Thank you for reaching out in the Simple Fund 360 Community. 

  Since you only have the consolidated Tax Statement, I recommend using the Wrap Statement Extractor. This tool allows you to extract all taxable components from managed investments, whereas the Distribution Tax Automation screen can only process a single security at a time.

  If you need individual ETF breakdowns, you may need to contact Betashares directly, but for reporting purposes, the total from the consolidated statement is sufficient.

  Please let me know how you go with this. 

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