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Portfolio Transfers to Stake

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:

  1. Simply sign on trading.hellostake.com (make sure you're on the web and not the app!)
  2. Visit your profile page and under your account list, click "Add Account".
  3. 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:

  1. Simply head to the Stake app or trading.hellostake.com
  2. Click to get started
  3. Select your region
  4. 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


Airwallex Wallet

SMSF & Company account holders now have their own Airwallex wallets to simplify the facilitation of depositing and withdrawing funds to your account.


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