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Stake ASX (AUS) Annual Statements

How to download your Stake ASX SMSF tax reports.

Kris Kitto avatar
Written by Kris Kitto
Updated over 3 weeks ago

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:

Account Summary Reports and Portfolio Report

Download via the Stake website or app.

Access via Profile > Tax & Documents

With the Account summary reports, change the dates to be 01/07/202X to 30/06/202X and click both "Email PDF" and "Email xlsx".

Do the same for the PDF of the portfolio report as at date 30/06/202X.

The three documents will be emailed to you from Stake.

Upload 3 x reports to Grow

Securely upload the reports via the Grow Portal.

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