Independent Reserve - EOFY Reports

Grow requires your Independent Reserve reports to enable the accounts and audit of your SMSF to be completed.

Follow the instructions below to access and download the following files:

[1] Log in to your Independent Reverse account via: https://portal.independentreserve.com/login

[2] Navigate to TRANSACTIONS > Reports

[3] Select Holdings report

[4] Select the date as 30/06/2025

[5] Select Download to download the PDF

[6] Select Transaction history report

[7] Select the from date as 01/07/2024 and the to date as 30/06/2025

[8] Select PDF and then Download to download the PDF

[9] Select CSV and then Download to download the CSV

[10] Select Order history report

[11] Select the from date as 01/07/2024 and the to date as 30/06/2025

[12] Select PDF and then Download to download the PDF

[13] Select CSV and then Download to download the CSV

[14] Upload all five [5] downloaded files to the Independent Reserve task in Grow Portal