Grow

Grow requires your Opentrader Annual statements to enable the accounts and audit of your SMSF to be completed.

Follow these instructions to download the following 2 reports:

<a href="#h_eabb7c5b0b">Portfolio Valuation Report</a>

<a href="#h_1dc617382e">Trade Summary Report</a>

1. <a href="#h_eabb7c5b0b">Portfolio Valuation Report</a>
2. <a href="#h_1dc617382e">Trade Summary Report</a>

Download reports via the <a href="https://opentrader.com.au/" rel="nofollow noopener noreferrer" target="_blank">Opentrader website</a>.

Navigate to Portfolio &gt; Reports

Select Portfolio Valuation from the drop-down and select the date as 30-06-202X.

Click Run to download the PDF report.

Select Trade Summary + PDF + Previous Financial Year Click Run to download the PDF report.

Securely upload the reports via the Grow website: <a href="https://growsmsf.com.au/upload-documents/" rel="nofollow noopener noreferrer" target="_blank">Upload Documents</a>

How to download your Opentrader SMSF tax reports.

Opentrader Annual Statements

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Portfolio Valuation Report

Trade Summary Report

Upload to 2 x reports to Grow