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.
When establishing an SMSF via Stake SMSF, you will be referred to Stakeshop Pty Ltd (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.
Stakeshop Pty Ltd, trading as Stake, ACN 610105505, is an authorised representative (Authorised Representative No. 1241398) of Sanlam Private Wealth Pty Ltd (Australian Financial Services Licence No. 337927).