We require you to provide the following reports:
Complete document pack for the financial year (e.g. 2024-25) - PDF
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 & documents.
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.