Grow requires your Independent Reserve reports to enable the accounts and audit of your SMSF to be completed.
Follow these instructions to access and download the reports.
[1] Log into your Independent Reverse account via: https://portal.independentreserve.com/login
[2] Navigate to TRANSACTIONS > Reports.
Holdings Report
[3] Select Holdings report.
[4] Select the date as 30/06/2025.
[5] Select Download to download the PDF.
Transaction History Report
[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.
Order History Report
[11] Select Order history report.
[12] Select the from date as 01/07/2024 and the to date as 30/06/2025.
[13] Select PDF and then Download to download the PDF.
[14] Select CSV and then Download to download the CSV.
Upload all five [5] downloaded files to the Independent Reserve task in the Grow Portal.