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

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

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

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.

Securely upload the reports via the Grow Portal.