Full SMSF admin for one annual fee
Transfer your existing SMSF to Stake Super with confidence. Takes seconds, saves thousands.
- Comprehensive SMSF administration including accounting, auditing and tax preparation from $990/year
- Seamless integration with Stake’s award-winning investing platform
- Paperless and painless sign-up process takes the hassle out of bringing your SMSF to Stake Super
4.9
50+ reviews
The Stake Super difference
Keep full control of your SMSF investments, while we do the administrative heavy lifting.
SMSF accounting, auditing and tax all taken care of, starting from just $990/year.
Winner - Best for SMSF
WeMoney Investment Awards 2024
Our specialists take care of:
- Preparation of SMSF EOFY annual statements
- Annual investment and performance reports
- Independent annual SMSF audit
- 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
How does Stake Super lighten the load?
“Managing my SMSF was always challenging before I moved to Stake [Super]. Their people are incredibly helpful and hardworking and the user experience with the product is fantastic. I am really amazed at how simple Stake Super has made my SMSF Tax Management & Compliance. I used to dread Tax and Compliance time and the Stake [Super] team have made my life so much easier. I feel like I get the personal attention that I need, the communication is quick and the process is seamless.”
Peter M
See what other Stake Super customers have to say
4.9
50+ reviews
“Stake Super is a fantastic SMSF service and makes it so easy to control my super exactly how I want.”
Daniel
“Very impressed with the customer service and professionalism. I am 100% satisfied with this company and its staff. Highly recommended.”
Anoop
“Set up an SMSF with Stake Super recently. Easy to do, Stake staff very supportive and professional throughout process.”
Sally
“Excellent level of service - Matt and the team was incredible. They answered every one of my questions. Went over and beyond!”
Zak
“Would recommend for those ready to move to a SMSF.”
Geoff
“Stake Super - Great, simple, efficient & transparent product offering that meets my needs”
Piara
“Much less admin than I first thought… Can't understand why more people aren't talking about this.”
Tom
Making the switch in just a few steps
A dedicated SMSF and portfolio transfer team will be with you every step of the way to ensure a seamless experience
Submit online request
Start your SMSF transfer here.
Provide existing SMSF documentation
We will reach out to your current administrator to obtain your key SMSF documents.
Sign documents
We will send your Stake Super documents to sign electronically.
Activate account
Activate your Stake Super trading account, which also acts as your SMSF bank account.
Transfer portfolio
Transfer your SMSF portfolio to Stake within minutes.
Pay $990 for your first year, no matter the assets
We can handle the admin for SMSFs of all sizes, assets and complexity levels – not just securities.
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.
Book a call with a Stake Super specialist
Still have questions? Our team of SMSF professionals are on hand to shed light on all things Stake Super. Schedule a no-commitment call below.
Learn more about the SMSF administration services we cover
Still have 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.