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Getting Started

Opening an account

With Stake Super, you can gain the freedom to invest your super in what you want.

You can apply for a Stake Super account with one or up to six members.

We’ve made it simple to get going, but we still need to collect some important information to verify you and set up your account correctly.

What you’ll need

To apply for a Stake Super account and establish your self-managed super fund (SMSF), each individual will need to provide the following:

  • Email address
  • Australian Tax File Number (TFN)
  • Australian mobile phone number
  • Australian residential address

It’s important to make sure your personal tax obligations are intact

The Australian Taxation Office (ATO) approves most self-managed super funds registrations within 2-3 business days. Your personal tax returns with the Australian Taxation Office (ATO) must be up to date; otherwise, the registration of your self-managed super fund (SMSF) may be delayed.

Available Investments 

When it comes to investment opportunities, you can invest your super without restriction across a wide range of assets, including:

Stake Super Annual Fees

We offer two competitive packages, Stake Super and Stake Super Plus. View our fee structure here.

Stake Super (beta)
AU$990 AU$770 Annual fee ($220 discount)

For those getting started.

  • Invest your super in 6,000+ US Stocks & ETFs
  • Invest your super in 2,000+ ASX Stocks & ETFs
  • Receive 1-year FREE of Stake’s premium account type, Stake Black (US$90 in value)

You invest while we handle the rest:

  • Annual investment reports
  • Annual performance reports
  • Annual independent audit of your self-managed super fund
  • Preparation and lodgement of annual self-managed super fund ATO tax return

Transferring super 

How do I transfer my existing super?

Transferring your super to your Stake Super account is quick and easy.

Once your self managed super fund has been established, you will receive information on how to transfer your super using our digital transfer process.

From the 1st of October 2021, all superannuation transfers to a self-managed super fund (SMSF) must be paid electronically within three business days via SuperStream. Stake Super ensure the ATO has all your correct details on file, including your Stake Super bank account (Stake AUD Wallet) details and your electronic service address (ESA).

If your existing superannuation fund requests additional information or documents from you before approving the transfer of your super, please email smsf@hellostake.com, and will assist you.

Where is my super held?

During your Stake Super account establishment process, we also set up an Airwallex Stake AUD Wallet for your Stake Super account. Your AUD Wallet is the bank account where your existing super will be transferred and employer contributions are made.

Annual Reporting & Tax

As part of the Stake Super service, we take care of all the required reporting for your SMSF. After the end of the financial year, we will complete your SMSF accounts and tax reporting and organise the independent audit.

We take care of all the necessary tax reporting, including tracking your realised and unrealised capital gains, dividends, franking credits, US tax credits and even ETF distribution components.

All you need to do is review the statements, electronically sign off, and approve the payment of any SMSF tax by the due date.

Additional Portfolio Reporting

As part of the Stake Super service, our team will provide you with annual investment income, valuation, and performance reports so you can see how your Stake Super portfolio is tracking.

If you would like to track your Stake Super portfolio on a more regular basis, you can import your trading data into one of our trusted integration partners.