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.
FOR INVESTING ON STAKE
9,500+ U.S. stocks and ETFs
2,500+ ASX stocks and ETFs
OTC (over the counter) stocks
$2,490FOR EVERYTHING ON STAKE PROPERTY, PLUS
Managed funds
Precious metals
Startups & v/c
And all allowable SMSF investments
A wide range of investment options
Compare our packages below. You can upgrade at any time.
 |  | |
|---|---|---|
6,000+ U.S. stocks and ETFs |  | |
2,000+ ASX-listed stocks and ETFs | | |
Crypto ETFs | | |
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 | |
Switching couldn't be easier
Here's how simple our SMSF transfer process is:
- 1You complete our 60-second transfer form.
- 2Our accountants will contact your current SMSF provider, send documents for you to sign digitally and finalise the transfer of your SMSF to Stake Super.
- 3We'll set up your Stake Super account, which also acts as your SMSF bank account.
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:
.jpg){kind=spacer}
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
