Stake SMSF Pty Ltd (“Stake SMSF”) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct us to set up an SMSF.
Stake SMSF will assist in the establishment of an SMSF under a ‘no advice model’. Before deciding to establish an SMSF or deciding on any financial product, you should seek advice from an Australian Financial Services Licence holder or one of their authorised representatives.
Stakeshop Pty Ltd ACN 610105505 (“Stake”) is an authorised representative (Authorised Representative No. 1241398) of Sanlam Private Wealth Pty Ltd (Australian Financial Services Licence No. 337927) and may provide general financial product advice in respect of trading available via Stake AUS and Stake Wall St. At Stake, we are focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice is of a general nature only.
When establishing an SMSF via Stake SMSF, you will be referred to Stake to enable your trading account and bank account to be set up. You are not obligated to use these financial products. You should obtain a Product Disclosure Statement (PDS) relating to any financial product and consider the PDS before making a decision about acquiring any product.