How can we help?
Get Started
Funding & Withdrawal
Funding
Payment card errors
Transferring funds between Wall St and AUS
Funding timeframes
Funding mistakes
Funding fees
Maximum funding amounts
Unsupported funding methods
Direct USD deposits and withdrawals
Adding funds using debit or credit card
Adding funds using Google or Apple Pay
Adding and updating funding cards
Investing & Trading
Order types and execution
Trade confirmations
Fractional shares
Expiry instructions
Wall St trade settlement timeframes
Wall St brokerage fees
Wall St extended hours orders
Order types
Stake AUS limit orders
Stake AUS market orders
Stake AUS stop orders
Stake AUS trade settlement timeframes
Stake AUS brokerage fee
Buying and selling shares
Order types
Amending and cancelling orders
Trading hours and market calendars
Order rejections and halts
Dividends, corporate actions and share splits
Stock split
Share purchase plans
Wall St dividend payments
Wall St stakeholder voting
Wall St delisting of securities
Stake AUS dividend payments
Stake AUS dividend variances
Stake AUS shareholder voting
Stake AUS delisting of securities
Stake AUS rights issues
Dividend reinvestment plans
Corporate actions
Changes in share quantity
Placeholder ticker
Consideration types
Instruments
Markets and rules
Wall St general regulatory requirements
Wall St pre-trade filters
Wall St regulatory fees
Stake AUS general regulatory requirements
Stake AUS pre-trade filters
Stake AUS minimum and maximum trade amounts
Cboe
Wall St pattern day trading
Market integrity: things to consider before placing orders
Wall St day trade counter
Wall St day trade calls
Portfolio Transfers
Incoming Portfolio Transfers
Outgoing Portfolio Transfers
Rewards
Portfolio Transfer Reward
Referral Reward
Products & Features
Stake Super
Setting up your SMSF
Super Transfer
Investing with your SMSF
SMSF Management
Insurance
Employer & Personal Contributions
SMSF Fees
Tax
Documentation & Reporting
About Stake Super
Stake Accumulate
About the Stake Accumulate Fund
Investing & managing your investment
Performance updates & statements
Risks, policies & compliance
Account Management
Documents & Statements
Privacy & Security
About Stake
Stake's Mission
Regulatory & Partners
Contact Stake
SMSF, company or trust account sign-up
Company Account
A Company Account allows you to trade under a PTY LTD entity. This is ideal if your business wants to invest company funds or manage capital efficiently, with potential tax advantages.
What you’ll need:
ABN or ACN
Details of all directors
Electronic signatures from all signatories
Approval time is typically 3–4 business days. To open a Company Account, you’ll first need to create a personal Stake profile as the master user.
SMSF Account
A Self-Managed Super Fund (SMSF) lets you manage your own retirement savings and invest through Stake.
There are two account types for SMSFs:
SMSF Individual
Trustees are individuals, with assets held in their names on behalf of members.
SMSF Trust (Company)
A company acts as the trustee and holds the assets in its name.
All Stake SMSF accounts are created as SMSF Trust accounts. SMSF Individual accounts are not part of the Stake Super product.
Stake Super vs SMSF Trading Account
Stake Super
Stake creates and manages your SMSF from scratch – including audits, ATO returns and compliance – with a linked trading account.
Learn more about Stake Super here.
SMSF Trading Account
Used for trading only, if your SMSF was created outside Stake. You already have an SMSF and want to use Stake as your trading platform.
What you need for an SMSF trading account:
The ABN of your SMSF and details of the trustee company or individuals
Personal details of the directors or individual trustees
Electronic signatures from all required signatories
Approval time is typically 3–4 business days. To open an SMSF trading Account, you’ll first need to create a personal Stake profile as the master user.
Trust Account
A Trust Account allows you to trade under a Family/Discretionary or Unit Trust structure. It’s often used for tax efficiency and asset protection.
In a trust:
A trustee (either an individual or company) legally owns the assets
Beneficiaries receive the income and capital gains
Trust setups can be complex, so onboarding may involve additional documentation. Once verified, trust accounts work just like any other Stake account when it comes to trading and funding. You can create a trust account in just a few minutes!
What you need:
Fully executed Trust deed
The ABN and full name of the Trust
If the trust has a corporate trustee, the ACN and full name of the corporate trustee
Trustee and beneficiary details
Approval time is typically 3–4 business days. To open a Trust Account, you’ll first need to create a personal Stake profile as the master user.
What are the key differences between the Stake account types (Company, SMSF, and Trust)?
A Company Account is for trading under a Pty Ltd entity, ideal for investing company funds.
An SMSF Account is for managing and investing Self-Managed Super Fund retirement savings.
A Trust Account is for trading under a Family/Discretionary or Unit Trust structure, often used for tax efficiency and asset protection.
What is the typical approval time to open a new account?
The approval time for a Company Account, SMSF Trading Account, and Trust Account is typically 3–4 business days once all documentation is submitted.
What do I need to do before applying to open a Company, SMSF Trading, or Trust account?
You must first create a personal Stake profile to act as the master user. This personal profile is required before you can apply to open any of the entity-based accounts (Company, SMSF, or Trust).
What is the difference between "Stake Super" and an "SMSF Trading Account"?
Stake Super is a full service where Stake creates and manages your SMSF from scratch, including audits, ATO returns, and compliance, with a linked trading account on Stake.
An SMSF Trading Account is for trading only if your SMSF was created outside Stake. You use it when you already have an SMSF and just want to use Stake as your trading platform.
Did you find this helpful?