We require you to provide the following reports:
FY 2024-25 report pack *DOWNLOAD ALL*
Investment activity - XLSX
Investment income - XLSX
Cash transactions - XLSX
Log in to the Stake website or app, make sure you've selected your SMSF account and go to Tax & reporting > Financial year reports.
Download the required reports. You will have one PDF and three XLSX files.
Upload the reports to Grow:
That's it!
Once all Tasks are responded to, your SMSF accountant will be notified, enabling them to complete your SMSF accounts.