Setting up your SMSF with Stake Super

Setting up a self-managed super fund (SMSF) doesn't have to mean juggling paperwork, multiple providers and weeks of back and forth.

Stake Super combines digital onboarding with a full-service admin team to help get your SMSF up and running.

How it works

1. Complete your application online

Start with our fully digital application. It only takes a few minutes.

We'll ask for information about you and any other SMSF members, then guide you through the next steps.

2. We set up your SMSF

Once your application is complete, we'll handle the key requirements, including:

• Preparing your SMSF trust deed

• Registering your fund with the ATO

• Applying for an ABN and TFN

• Finalising the required documentation.

You'll review and sign your trust deed electronically.

3. Roll over your existing super

Once your SMSF is ready to go, we'll help you roll over your existing super into the fund.

4. Start investing

Start investing through your SMSF in line with your investment strategy.

Ongoing administration, handled

The setup is just the beginning.

Stake Super also helps with the ongoing administration, including:

• Annual accounts

• Independent audit coordination

• Tax return preparation and lodgement

• Compliance support

• Digital end-of-year reporting

That means less paperwork to manage while you stay focused on your investments.

Simple, transparent pricing

Stake Super's annual administration fee starts from A$990. It covers SMSF setup, ongoing admin, annual accounting, audit coordination and annual tax return preparation.

Additional fees may apply depending on your set up.

Set up your SMSF online

Get started in a few minutes. We'll take care of the rest.

Get started today or speak to a Stake Super specialist.

This is not financial product advice, nor a recommendation that a self-managed super fund (‘SMSF’) may be suitable for you. Your personal circumstances have not been taken into account. SMSFs have different risks and features compared to traditional superannuation funds regulated by the Australian Prudential Regulation Authority (‘APRA’). Stake SMSF Pty Ltd, trading as 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 an SMSF. When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment and administration of an 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. For more information about SMSFs, see our SMSF Risks page.