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:
Account Summary Reports
Access via your Profile > Tax & Documents > Account summary report
Change the dates to 01/07/202X to 30/06/202X (the financial year);
Email both the PDF and xlsx reports to yourself;
Upload to Grow;
June Monthly Account Statement
Download via the Stake website or app.
Access via your Profile > Tax & Documents > Monthly Account Statements
Save the PDF and upload to Grow 👇
Upload 3 x reports to Grow
Securely upload the reports via the Grow Portal:
Stake_AccountSummaryWallSt_010723-300624.pdf
Stake_AccountSummaryWallSt_010723-300624.xlsx
Stmt_STKE_001_STXXXXXXX_Jun2024.pdf
We will be notified when the documents are uploaded.
You do not need to separately advise us you've uploaded the documents.