Hi, how can we help?

Getting Started

Opening an account

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

You can apply for a StakeSMSF 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 StakeSMSF 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:

US Stocks & ETFs
Fractional shares
Inverse & Leveraged ETFs
ASX – StakeSMSF customers gain early access to Stake ASX Beta and receive $0 brokerage on ASX trades until the start of 2022

Investing your super off the Stake platform

StakeSMSF Plus, you can invest your super in assets outside of the Stake platform, including:

Startups and Business Ventures
Cryptocurrency
Art & Collectables
Precious Metals
Commercial & Residential Property

StakeSMSF Packages & Annual Fees

By signing up to StakeSMSF, you are unlocking the freedom to invest your super in what you want, when you want.

StakeSMSF Package

Invest your super with unrestricted access to unlimited access classes across:

6,000+ US stocks & ETFs
2,000 ASX listed companies
Free set up of your self managed super fund (SMSF)
Free StakeBlack for both your Stake trading account and StakeSMSF trading account.

We look after all your digital accounting services:

Preparation of your self managed super fund (SMSF) financial statements including balance sheet, profit & loss statement, member statements
Preparation and lodgement of the annual self managed super fund (SMSF) tax return with the ATO
Preparation of all necessary trustee minutes and resolutions
Annual investment reports including investment valuation, investment income, investment performance, realised capital gains
Annual recording and tracking of all investment cost-base information
Independent audit of your self managed super fund (SMSF) conducted by ASF Audits

StakeSMSF Annual fee of $770/year AUD*

StakeSMSF Plus Package

With StakeSMSF Plus, you receive everything in our StakeSMSF package but you also have the ability to invest your super off the stake platform and in investments such as:

Startups and Business Ventures
Cryptocurrency
Art & Collectables
Precious Metals
Commercial & Residential Property

StakeSMSF Plus Annual fee of $2,640/year AUD*

*The StakeSMSF annual fee does not include the ATO SMSF Supervisory Levy (paid when the SMSF lodges its first tax return) or the Annual Company Registration fee for the SMSF trustee company ($56 paid on the anniversary of the company being established).

Transferring super 

How do I transfer my existing super?

Transferring your super to your StakeSMSF account is quick and easy.

Once your self managed super fund has been established, you will be able to transfer your super via your myGov account.

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. Our StakeSMSF team will ensure the ATO has all your correct details on file, including your StakeSMSF bank account (Stake AUD Wallet) details and your electronic service address (ESA).

If you do not have a MyGov account, you can download your superannuation transfer forms here.

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 StakeSMSF account establishment process, we also set up an Airwallex Stake AUD Wallet for your StakeSMSF 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 StakeSMSF 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 organising 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 StakeSMSF service, our team will provide you with annual investment income, valuation, and performance reports so you can see how your StakeSMSF portfolio is tracking.

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