Grow requires your Stake ASX (AUS) statements to enable the accounts and audit of your SMSF to be completed.

Follow these instructions to download the following 3 reports:

✅ Portfolio Report as of 30/06/202X (PDF)

✅ Account Summary Report from 01/07/202X to 30/06/202X (PDF)

✅ Account Summary Report from 01/07/202X to 30/06/202X (Excel)

Download via the Stake website or app.

Ensure you have switched to AUS trading.

Access via Profile > Tax & Documents > Portfolio report

Change the date to 30/06/202X, select PDF and click Email Report.

Download via the Stake website or app.

Access via Profile > Tax & Documents > Account summary report

Change the dates to be 01/07/202X to 30/06/202X select PDF and click Email Report.

Then select Excel (.xlsx) and click Email Report.

ENSURE YOU EMAIL BOTH THE PDF AND EXCEL REPORTS TO YOURSELF.

Securely upload the reports via the Grow website: Upload Documents