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.
Download via the Independent Reserve website
Login to: https://app.independentreserve.com/login
Download holdings report (PDF)
Navigate to Accounts > Transaction History. Ensure 'ALL' is selected from the dropdown on the right.
Click on the Download icon.
Select your date as 30 June (e.g. 30 June 2022) and download the holdings report as a PDF.
Download transaction history reports (PDF + CSV)
Provide all 3 files to Grow to enable your SMSF accounts, audit and tax return to be completed.
There is no need to pay $49.95 for a KPMG Tax Summary. We will load all transactions into our specialist SMSF accounting software and calculate all capital gains/losses.