Grow

Grow requires your Stake US (Wall St) statements to enable the accounts and audit of your SMSF to be completed.

Follow these instructions to download the following 3 reports:

✅ <a href="#h_71ff36dc23">Jun 30, 202X Statement</a> ✅ <a href="#h_2f25f7a65e">Account Summary Report - PDF</a>

✅ <a href="#h_2f25f7a65e">Account Summary Report - Excel</a>

Download via the Stake website or app.

Access via your Profile 👤 &gt; Tax &amp; Documents &gt; Account Statements

 Save the PDF and then download the transaction reports 👇

Access via your Profile 👤 &gt; Tax &amp; Documents &gt; Account summary report

Change the dates to 01/07/202X to 30/06/202X (the financial year);

1. Change the dates to 01/07/202X to 30/06/202X (the financial year);
2. Select PDF;
3. Email the report to yourself;
4. Select Excel report
5. Email the report to yourself;

Securely upload the reports via the Grow website: <a href="https://growsmsf.com.au/upload-documents/" rel="nofollow noopener noreferrer" target="_blank">Upload Documents</a>

Stake_AccountSummaryWallSt_010722-300623.pdf

Stake_AccountSummaryWallSt_010722-300623.xlsx

1. Stake_AccountSummaryWallSt_010722-300623.pdf
2. Stake_AccountSummaryWallSt_010722-300623.xlsx
3. Stmt_STKE_001_STXXXXXXX_Jun2023.pdf
    

We will be notified when the documents are uploaded.  

You do not need to separately advise us you've uploaded the documents. 

How to download your Stake US (Wall St) SMSF tax reports.

Stake US (Wall St) Annual Statements

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June Account Statement

Account Summary Reports

Upload 3 x reports to Grow