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Australia's most hassle-free SMSF

Enjoy SMSF admin & investing under one roof from just $990/year.

Your one-stop SMSF shop

Stake Super provides full SMSF administration services combined with our powerful investing platform.

  • Deal with one partner

    SMSF administration and access to 8,000+ ASX & Wall St equities, combined in one powerful platform.

  • Lighten the load

    SMSF set-up, accounting, auditing and tax all taken care of, from just $990/year.

  • Full investment control

    Invest your super where you want, how you want, when you want.

  • Invest with confidence

    CHESS-sponsored ASX trades and SIPC-protected U.S. holdings.

You invest, we handle the rest

We do all the administrative heavy lifting so you can focus on what you do best - investing.

We handle:

  • Preparation of SMSF EOFY annual statements

  • Annual investment reports

  • Independent annual SMSF audit

  • Annual performance reports

  • Preparation and lodgement of SMSF annual tax return

  • Preparation of annual trustee resolution and minutes

  • Lodgement of activity statements (incl. PAYG & BAS)

  • Annual member statements

Got questions? Speak to us

Learn more about an SMSF

Head to our content hub

A cost effective SMSF

Set up and run your SMSF with full administration from Stake Super, at one annual price

$990/year

For investing on Stake

  • 6,000+ U.S. stocks and ETFs
  • 2,000+ ASX stocks and ETFs
  • OTC (over the counter) stocks
$1,690/year

For investing on Stake,

plus in property

  • All stocks & ETFs from the Stake Super plan
  • Residential property (with or without borrowing)
  • Commercial property (with or without borrowing)
$2,490/year

For investing on Stake,

plus everything else

  • Property
  • Managed funds
  • Precious metals
  • Startups & v/c
  • And all allowable SMSF investments
Full pricing details here
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Got questions? Speak to one of our SMSF specialists.

Getting started is easy

A seamless experience whether you're setting up a new SMSF or transferring an existing one.

Submit online application

Fully digital, complete in less than 5 minutes.

Sign SMSF documents

We will send you your SMSF establishment documents to sign electronically.

SMSF ATO registration

Once you have signed your establishment documents we will register and establish your SMSF with the ATO.

Account ready

You’re now in control. Request transfer(s) to your existing super and instruct your employer(s) to direct your super contributions to your new SMSF.

How we compare

Super concepts

eSuperfund

Heffron

Bell Direct

Set up fee

$0

$650

$0

$495

$399

Corporate trustee establishment fee

$0*

$990

$699

$715

$780

Super transfer fee

$0

$0

$0

$0

$200

Annual accounting fee

$990

$995

$1,199

$2,040

$1,190

Annual audit fee

Incl. in accounting fee

$495

Incl. in accounting fee

Incl. in accounting fee

$290

Annual ASIC Special Purpose Company maintenance fee

$63

$110

$63

$176

$290

Annual ATO supervisory levy

$259

$259

$259

$259

$259

*Included in first year accounting fee.

Capitalise on any opportunity.

From the ASX to Wall St, have your super work harder for you.

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Invest in your own backyard.

  • 2,000+ ASX-listed stocks and ETFs.
  • A$3 brokerage for all trades up to A$30,000.
  • CHESS-sponsored, so you own shares under your own HIN.
Stake Wall St logo

Tap into the world’s largest market.

  • 6,000+ U.S. stocks and ETFs.
  • US$3 brokerage on all trades up to US$30,000.
  • OTC stocks.

Already got an SMSF?

Switch to Stake Super in seconds with our 100% digital transfer.

Your first annual fee will be $990, even for Stake Super Plus.

Transfer

FAQs


Stake Super is a self managed super fund (SMSF) administration service and investing platform that offers full SMSF administration and compliance support as well as seamless access to invest your super in over 8,000 ASX & U.S. stocks and ETFs, property, managed funds, and more.
To learn more about Stake Super, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Unlike other self managed super fund (SMSF) administrators, at Stake Super we don't charge an SMSF set-up fee above and beyond our standard annual fee. Our annual fee ($990 for Stake Super or $2,490 for Stake Super Plus) includes the cost of setting up your SMSF as well as your first year of SMSF administration (accounting, audit, tax & year-round support).
N.B. If you are looking to transfer your SMSF to Stake Super, there is no transfer cost involved. You can see a breakdown of Stake Super fees here.

For more information, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


To set up a self-managed super fund with Stake Super, simply complete our 5 min online application form. Once completed, we will prepare and send the establishment documents to you to digitally sign, register the special purpose company and apply for your SMSF ABN & TFN. See below for a breakdown of the SMSF set-up steps with us:

You can read more about SMSF set-up here or alternatively, book a call with one of our SMSF specialists here.


Once you complete the online application and pay, the average time it takes to get your self managed super fund (SMSF) established and Stake trading account set up is 2-4 weeks*.

*N.B. This timeframe may vary depending on individual circumstances, ATO registration time, and the time it takes for your current super fund to process your super transfer to your SMSF.

For more information on the SMSF set-up process, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Stake is a investing platform offering access to invest in shares & ETFs across the ASX and US markets.
Stake Super is an self managed super fund (SMSF) administration service. This means Stake Super will help with the set-up and ongoing compliance and other administration obligations of running an SMSF. If you choose Stake Super as your SMSF administrator, you will also be set-up with a Stake trading account to enable your SMSF to seamlessly invest in over 8,000 ASX or U.S. stocks and ETFs.

For more information, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


There is no minimum super requirement to set up a self-managed super fund (SMSF), however, setting up an SMSF comes with responsibilities and trustees should be confident in their ability to meet them. Before making a decision, you can learn more about SMSF compliance here and SMSF risk here.

For more information, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes. You can use your self-managed super fund (SMSF) with Stake Super to invest in over 8,000 ASX or U.S. stocks and ETFs on the Stake investing platform. Should you wish to investing in any stocks & ETFs not available on the Stake platform (for example equities listed on the London Stock Exchange), you can easily doso via our Stake Super Plus package.

For more information on SMSF investments, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes. You can use your self-managed super fund (SMSF) to invest in both residential and commercial property via our Stake Super Plus package. Should you wish to obtain a loan within your SMSF for a property purchase, we can support by setting up a Bare Trust & creating the Bare Trust Deed as part of a Limited Recourse Borrowing Arrangement (LRBA) for a one-off fee of $1,199.

N.B. Stake Super is not a lender however we will set up the LRBA structure in order for you to seek financing via your SMSF from an appropriate lender.

For more information on buying a property with an SMSF, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes. Like all superannuation funds, income derived from investments held by a self-managed super fund (SMSF) may be subject to income tax, however self-managed super funds can provide tax-efficient solutions for investors. Learn more about SMSF tax benefits here.

For more information on SMSF tax obligations, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Stake Super fees are paid on an annual basis and are withdrawn directly from the SMSF Stake AUS account (which acts as your SMSF bank account). The renewal date is 1 year from when your Stake trading account is set up and not necessarily tied to EOFY.

N.B. All SMSFs are required to pay an annual ATO supervisory levy (currently $259) which is incorporated into the annual tax return. SMSFs with a corporate trustee are also required to pay an ASIC company management fee (currently $63) due annually on the anniversary of when the SMSF special purpose company was set up. Similarly to the Stake Super annual fee, this ASIC fee is also withdrawn directly from the SMSF Stake AUS account.

For more information on our annual fees, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes, our annual (ongoing) self managed super fund (SMSF) administration fee is tax deductible at 15%*.

*N.B. For SMSFs with a corporate trustee, the company establishment fee (currently $576 and is included in your first-year Stake Super or Stake Super Plus annual fee) is not tax deductible.

For more information, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes. If you wish to invest your self managed super fund (SMSF) in assets outside of the Stake platform, you can upgrade to Stake Super Plus at any time. The difference in fee between the two packages will apply.
Likewise, if you are a Stake Super Plus customer and are looking to consolidate your SMSF assets to exclusively invest in ASX & US equities held on the Stake platform, you can switch to Stake Super at any time. The reduced Stake Super fee of $990/year will apply from your next annual fee.

For more information about our packages, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes. You can bring your self managed super fund (SMSF) administration and ASX & Wall St investing under one roof by seamlessly transferring your existing SMSF to Stake Super. We can administor all funds and in the first year our annual fee is $990, irrespective of the assets held. From year 2, SMSFs that hold only ASX & Wall St equities on the Stake platform will remain on our Stake Super package (billed at $990/year), and SMSFs that hold assets off the Stake platform (e.g. property, managed funds, etc.) will be upgraded to our Stake Super Plus package (billed at $2,490/year).

Head to our SMSF transfers website here for more information or alternatively, book a call with one of our SMSF specialists here.


The super contribution caps for self-managed super funds (SMSF) in FY23 are $27,500 per year for concessional (pre-tax) and $110,000 per year for non-concessional (after tax).

N.B. If you have unused concessional cap amounts from previous years, you may be able to carry them forward to increase your contribution caps in later years. You're eligible to do this if you have a total super balance of less than $500,000 at 30 June of the previous financial year and have unused concessional contributions cap amounts from up to 5 previous years (but not before 2018–19).

For more information on super contributions, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


When you reach 60 years old or older, any lump sum withdrawal from your self-managed super fund (SMSF) is tax-free. However, just because you've reached 60 doesn't mean you can automatically withdraw your superannuation. You also need to meet a condition of release.

For more information on self-managed super fund (SMSF) retirement structures, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Our self-managed super fund (SMSF) accountants and tax agents look after your annual SMSF administration- including accounting, independent audits, EOFY reporting and tax lodgement.

Learn more about the self-managed super fund accounting process here or book a call with one of our SMSF specialists here.


If your SMSF exclusively holds assets invested on the Stake platform (Stake Super customers), you will not need to provide any documentation to complete the end of financial year process as we have access to all the relevant information.

If your SMSF holds any assets that are held off the Stake platform (Stake Super Plus customers), you will need to provide relevant statements associated with those investments (valuation statements, transaction reports, etc.) in order to complete the end of financial year process. As above, any assets that are held on the Stake platform will not require documentation.

For more information, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


All Stake Super self managed super funds (SMSFs) are set up using a corporate trustee structure which allows your fund to have up to 6 members (including youself) to your SMSF.

For more information about SMSF members, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Yes. The process to add a member to your self managed super fund (SMSF) is straightforward and can be done at any time. Members can be added during the application process free of charge, or you can add additional members to your fund after it is set up for fee of $199.

N.B. The Stake Super annual fee remains the same no matter the number of members your SMSF has (maximum of 6).

For more information about adding SMSF members, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


Once we have set-up your SMSF and activated your Stake investing account, simply complete our online super transfer form here to begin the rollover process.

N.B. All relevant rollover information is provided via email to all new Stake Super accounts at the relevant point of the onboarding journey.

For more information about the super rollover process, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


In partnership with Australian Group Insurance (AGI), you are able to purchase AIA Life Insurance - that is death cover and total & permanent disability (TPD) - through your Stake Super SMSF. Avoid out of pocket premiums by having them paid directly from your SMSF. What’s more, Life Insurance and TPD Insurance premiums are tax deductible if the policies are held in your SMSF. 

For more information about SMSF insurance click here or you can book a call with one of our SMSF specialists here

N.B. Stake Super receives a referral commission equal to 30% per annum of the insurance premium paid by customers who sign up for SMSF life risk insurance with AGI.


If for any reason, you decide to close your SMSF or switch to another SMSF administrator, we do not charge a wind down fee or a transfer of administration fee.

For more information, book a call with one of our SMSF specialists here or email us at smsf@hellostake.com


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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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