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.

Stake US (Wall St) Annual Statements

How to download your Stake ASX SMSF tax reports.

Stake ASX (AUS) Annual Statements

How to download your SelfWealth SMSF tax reports.

SelfWealth Annual Statements

How to download your Opentrader SMSF tax reports.

Opentrader Annual Statements

How to download your Swyftx SMSF transaction reports.

Swyftx Transaction Reports

How to download your Coinspot SMSF tax reports.

Coinspot Tax Reports

How to download your Independent Reserve SMSF tax reports.

Independent Reserve Tax Reports

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

Property Purchase Checklist

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

Interactive Brokers SMSF Annual Statements

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

10-year prepayment of ASIC annual review fees 2023

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

Appointing an EPoA to your SMSF

Instructions to activate the Class data feed for Westpac account.

Westpac Accounts – Online Data Feed Activation

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

Office Closure Dates Dec 24/Jan 25

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

Client-agent linking steps

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

Macquarie Third-Party Access

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

Property Valuation Guidelines

PAYG Instalments for SMSFs

What is xPub for Ledger crypto wallet and is it safe to share with Grow SMSF?

DDH Graham Ltd is the exclusive distributor of Bank of Queensland's Cash Management Account product and has been since 1998.

About the BOQ Money Market Deposit Account via DDH Graham

Kris Kitto

Running your SMSF

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