Grow

Information on how to make contributions to your SMSF including personal concessional and non-concessional contributions.

Making Contributions to your SMSF

How to download your Stake US (Wall St) SMSF tax reports.

How to download your Stake ASX SMSF tax reports.

How to download your SelfWealth SMSF tax reports.

How to download your Opentrader SMSF tax reports.

How to download your Swyftx SMSF transaction reports.

How to download your Coinspot SMSF tax reports.

How to download your Independent Reserve SMSF tax reports.

Documents you need to provide when you SMSF purchase a property.

Grow requires the following reports and downloads from Interactive Brokers SMSF trading account.

Pre-pay ASIC SMSF trustee company fees. Ten year advance payment of annual review fee – remittance advice. $436 10 year ASIC fee (2023).

Appointing an Enduring Power of Attorney (EPoA) can ensure your SMSF remains compliant when you become non-resident for an extended period.

Instructions to activate the Class data feed for Westpac account.

The Grow SMSF office will be closed 23 Dec 2024 to 6 Jan 2025

Following these instructions to nominate Grow SMSF Pty Ltd as the tax agent for your SMSF.

If your SMSF uses Macquarie, Grow will have enquiry only access on your accounts. We cannot transfer funds or transaction on your account.

All SMSF assets including property must be valued at market value each 30 June. This guide has details of what is acceptable evidence.

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