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:
✅ Transaction Report - Excel (Detailed Report)
June Account Statement
Download via the Stake website or app.
Access via your Profile 👤 > Tax & Documents > Account Statements

Save the PDF and the download the transaction reports 👇
Transaction Reports
Access via your Profile 👤 > Tax & Documents > Transaction Reports

Change the dates to 01/07/202X to 30/06/202X (the financial year);
Select Excel (Detailed report);
Email the report to yourself;
Select PDF report
Email the report to yourself;
Upload 3 x reports to Grow
Securely upload the reports via the Grow website: Upload Documents
Stake_transaction_summary report.pdf
Stake_transaction_summary report.xlsx
Stmt_STKE_001_STXXXXXXX_Jun2022.pdf

We will be notified when the documents are uploaded.
You do not need to separately advise us you've uploaded the documents.