Independent Reserve Tax Reports

Download via the Independent Reserve website

Login to: https://app.independentreserve.com/login

Download holdings report (PDF)

Click on the Download icon.

Select your date as 30 June (e.g. 30 June 2026) and download the holdings report as a PDF.

Download transaction history reports (PDF + CSV)

Provide all 3 files to us to enable your SMSF accounts, audit and tax return to be completed.

There is no need to pay $49.95 for a KPMG Tax Summary.