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STAKE SUPER 'SMSF EXPLAINED' and 'ONE STOP SMSF SHOP' TERMS & CONDITIONS

Last updated 24 January 2023

OVERVIEW

The ‘SMSF Explained’ and ‘One Stop SMSF Shop’ promotions are run by Stakeshop Pty Ltd. The promotions provide customers the opportunity to receive $200 off their first Annual Fee provided they fulfill the promotion eligibility criteria.

To participate, customers must agree to these ‘Stake Super SMSF Explained’ terms and conditions.

PROMOTION PERIOD

The promotion period for the SMSF Explained promotion commences at 00:00 on Tuesday, 24 January and ends at 11:59pm on Friday, 17 February 2023.

ELIGIBILITY CRITERIA

In order to qualify for this promotion, you must meet all of the following:

  1. Does not have an existing Stake Super account before the commencement of the applicable promotion period; and
  2. Complete your application for a new Stake Super account using the unique code emailed to you and complete payment by 11.59pm Friday, 17 February 2023

If eligible, you will receive $200 off your first annual fee and your discounted payment amount will show on the payment page of the application form when you insert your unique code. 

Before opening a Stake Super self-managed super fund account and choosing to invest, please read about the risks of SMSFs, the Terms and Conditions, Disclaimers and Stakeshop Pty Ltd’s Financial Services Guide

REWARD 

Each applicant who meets the eligibility criteria will receive $200 off their first annual Stake Super fee.

RESTRICTIONS

Customers are not eligible to set up multiple accounts to claim more than one reward. 

DISCLAIMER

This promotion does not constitute financial advice, nor is it a recommendation that an SMSF may be suitable for you.

SEVERABILITY

If any provision in these terms is held to be invalid, void, or unenforceable, such provision (or the part of it that is making it invalid, void, or unenforceable) will be struck and not affect the validity of and enforceability of the remaining provisions.

TERMINATION AND CHANGES

We may suspend or terminate the promotion or a user’s ability to participate in the promotion at any time for any reason.

We reserve the right to suspend accounts or remove cash credits if we notice any activity we believe is abusive, contrary to Stake’s brand values, fraudulent, or in violation of the Stake Terms & Conditions. We reserve the right to review and investigate all activities and to suspend accounts or modify rewards in our sole discretion as deemed fair and appropriate.

The scope, variety, and type of services and products that you may obtain by redeeming the reward pursuant to this promotion can change at any time.

We can update these T&Cs at any time without prior notice. If we modify these terms, we will post the modification on the Stake website, which is effective upon posting. Continued participation in the promotion after any modification shall constitute consent to such modification.

APPLICABLE LAW AND JURISDICTION

These promotion terms & conditions are governed by and constructed in accordance with the laws of New South Wales, Australia, and any dispute arising out of them shall be subject to the exclusive jurisdiction of the courts of New South Wales, Australia.


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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) ('Sanlam') and an authorised representative (Authorised Representative No. 1241398) of Airwallex Pty Ltd (Australian Financial Services Licence No. 487221) ('Airwallex'). Stake is not authorised by Airwallex under Airwallex’s AFSL to arrange for clients to be issued with securities as Airwallex is not authorised under its AFSL for this purpose. Stake is not authorised by Sanlam under Sanlam’s AFSL to arrange for clients to be issued with a non-cash payment facility as Sanlam is not authorised under its AFSL for this purpose. Stake SMSF Pty Ltd (‘Stake Super’) 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 Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. Stakeshop Pty Ltd will also run marketing and promotions to you under. For more information about SMSFs, see our SMSF Risks page.The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers  before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

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