Switch to Stake Super
Shape the future of your super with an award-winning SMSF administration & investing partner.
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Winner - Best for SMSF
WeMoney Investment Awards 2024
Switching couldn't be easier
Here’s how simple our SMSF transfer process is:
- 1Sign up through Stake Super’s online application form and complete payment of the initial annual fee
- 2Our SMSF team will liaise with your previous SMSF accountant or provider to collect all necessary SMSF documentation or if you have them on hand you can load them directly through the Stake Super Hub, send documents for you to sign digitally and finalise the transfer of your SMSF to Stake Super
- 3We will send instructions on how to appoint Stake Super as your SMSF’s tax agent
- 4If you don’t have a Stake SMSF account already we’ll create one for you once we’ve collected everything we need
PAPERLESS AND PAINLESS
Our digital sign up process takes the hassle out of transferring your SMSF to Stake Super. Complete our digital transfers form and we'll do the rest on our end.
ALL PORTFOLIOS WELCOME
Our experts oversee the admins for 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.
100% transfer focused
Stake Super saves you thousands without comprising on service.
For full admin and investing on Stake:
- 9,500+ U.S. stocks and ETFs
- 2,500+ ASX stocks and ETFs
- OTC (over-the-counter) stocks
$990
/year
Property
For everything on Stake Super, as well as admin of:
- Residential property (with or without borrowing)
- Commercial property (with or without borrowing)
$1,690
$990
/first year
Plus
For everything on Stake Super Property, plus admin of:
- Managed funds
- Precious metals
- Venture capital funds
- Startups & VC
- And all allowable SMSF investments
$2,490
$990
/first year
For full admin and investing on Stake:
- 9,500+ U.S. stocks and ETFs
- 2,500+ ASX stocks and ETFs
- OTC (over-the-counter) stocks
$990
/year
Property
For everything on Stake Super, as well as admin of:
- Residential property (with or without borrowing)
- Commercial property (with or without borrowing)
$1,690
$990
/first year
Plus
For everything on Stake Super Property, plus admin of:
- Managed funds
- Precious metals
- Venture capital funds
- Startups & VC
- And all allowable SMSF investments
$2,490
$990
/first year
Transparency is critical to us, so please view our full pricing details here for more information.
A wide range of investment options
Compare our packages below. You can upgrade at any time.
 |  Property |  Plus | |
|---|---|---|---|
| 9500+ U.S. stocks and ETFs | |||
| 2500+ ASX-listed stocks and ETFs | |||
| Crypto ETF | |||
| OTC (over the counter) stocks | |||
| Residential property | |||
| Commercial property | |||
| Precious metals (Gold & Silver bullion) | |||
| Businesses (incl. Start-ups) | |||
| Venture capital funds | |||
| Managed funds | |||
| Share options | |||
| Collectables |
You've got questions.
We've got answers.
To transfer an SMSF across to Stake Super, simply sign up and apply using our online application form. Once your application is completed, we will reach out to your existing SMSF administrator/accountant to start gathering all relevant documentation, otherwise if you have these documents on hand you can upload them directly at the end of the application.
You will receive instructions from us on how to nominate Stake Super as your registered tax agent and once we have all the required SMSF documentation, we will open a Stake SMSF account on your behalf (if you don’t have one already) and you can begin the share transfer process. See below for a breakdown of the SMSF transfer process:
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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.
Yes, we will contact your SMSF provider once you’ve completed the application form to start gathering your SMSF documentation from them. 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.