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How do I sign up for an SMSF or Company account?

On Stake, you can open an account in the name of your company or in the name of your SMSF (both corporate or individual trustees).

It takes 10 minutes to apply for an SMSF or Company account, and 3-4 days for your account to be ready, which includes account verification. You can sign up via the Stake web platform or mobile app. Follow the below steps.

How to open an SMSF or Company account

It's simple and quick to apply! 

If you already have an individual Stake account, you can easily apply for an account in the name of your Company or SMSF. To get started:

  • Simply sign on trading.hellostake.com (make sure you're on the web and not the app!)
  • Visit your profile page and under your account list, click "Add Account".
  • It will take you through the account application journey. It's the fastest way to get going, as it includes all your details from your existing account.
  • If you don't have an individual account yet, no worries, this will be created for you automatically during the SMSF or Company account opening. To get started:

  • Simply head to the Stake app or trading.hellostake.com
  • Click to get started
  • Select your region
  • Select account type (Individual, SMSF, or Company)
  • Information required

    For setting up an SMSF, you'll need to provide:

    • The ABN of your SMSF & details of the trustee company or individuals
    • Personal details of the directors or individual trustees
    • Electronic signatures from all required signatories

    For Company accounts, you'll need to provide:

    • The ABN or ACN of the company

    • Personal details of the directors

    • Electronic signatures from all required signatories

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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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