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)

Portfolio Report 30/06/202X

Download via the Stake website or app.

Ensure you have switched to AUS trading.

Access via Profile > Tax & Documents > Portfolio report

Stake ASX Portfolio Report 30 June - Click for larger image

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

Account Summary Reports

Download via the Stake website or app.

Access via Profile > Tax & Documents > Account summary report

Stake AUS ASX Account Summary Reports - click for larger version

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.

Upload 3 x reports to Grow

Securely upload the reports via the Grow website: Upload Documents

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