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60-Second SMSF Transfers

Transfer your SMSF to Stake Super.

Takes seconds. Saves thousands.

PAPERLESS AND PAINLESS

Our digital transfers take about 60 seconds to initiate, and we do most of it on our end.

ALL PORTFOLIOS WELCOME

Our experts manage SMSFs of all sizes, assets and complexity levels – not just securities.

END-TO-END SUPPORT

A dedicated SMSF & portfolio transfer team will ensure a seamless experience.

STOP PAYING TOO MUCH

Our annual fee includes everything you'd expect from a full-service SMSF administrator.

*The average cost of an SMSF is based on data from the Australian Taxation Office's FY 2019-20 annual SMSF sector overview

A cost-effective SMSF

Stake super saves you thousands without compromising on service.

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$990/Year

FOR INVESTING IN ASX & U.S.

STOCKS & ETFS ON STAKE

$2,490/Year

FOR INVESTING ON STAKE,

PLUS EVERYWHERE ELSE

Stake Super logo
$990
/Year

For investing in ASX & U.S.

stocks & ETFs on Stake

$2,490
$990
/First year

For investing on Stake,

plus everything else

A wide range of investment options

Compare our packages below. You can upgrade at any time.

6,000+ U.S. stocks and ETFs

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2,000+ ASX-listed stocks and ETFs

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Crypto ETFs

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OTC (over the counter) stocks

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Residential property

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Commercial property

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Precious metals (Gold & Silver bullion)

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Businesses (incl. Start-ups)

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Venture capital funds

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Managed funds

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Share options

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Collectables

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Transfer your SMSF

Switching couldn't be easier

Here's how simple our SMSF transfer process is:

  1. 1
    You complete our 60-second transfer form.
  2. 2
    Our accountants will contact your current SMSF provider, send documents for you to sign digitally and finalise the transfer of your SMSF to Stake Super.
  3. 3
    We'll set up your Stake Super account, which also acts as your SMSF bank account.
Start your transfer

FAQs


To transfer a self-managed super fund across to Stake Super, simply complete our 60 seconds online application form. Once completed, we will reach out to your existing SMSF administrtor/accountant to gather all relevant documentation and once wer have this documentation, we will send you a letter of appointment to sign which provides the authority for Stake Super to be formaly registered as your tax and ASIC agent. See below for a breakdown of the SMSF trasnfer process:

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



There is no cost to transfer your existing SMSF to Stake Super. You can view our Stake Super fee schedule here for details on our pricing.

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


Yes. Our SMSF accountants will contact your SMSF provider within 48 hours of receiving your transfer request to transfer your self-managed super fund.

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


Yes. Once your Stake Super account is activated, you can initiate the transfer of your ASX & US SMSF holdings via the Stake app within minutes.

N.B. Stake does facilitate full HIN ASX share transfers. We do not charge for ASX transfers however for US transfers, please see our investing platform pricing PDF here for details.

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


Yes. Our SMSF accountants and tax agents can prepare and lodge outstanding tax returns to bring your fund up to date.

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


Schedule a call

Switch today. Takes seconds. Saves thousands


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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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