SMSF, company or trust account sign-up

It’s easy to sign up for an SMSF, Company or Trust account on Stake. It should take less than ten minutes to start the process, whether on the desktop or the Stake app.

How to open an SMSF, Company, or Trust account

If you already have an Individual account, here’s what to do:

• Log in to the Stake app 
• Head to More > Your Accounts > Add New Account
• Select the account type you want to open
• Follow the prompts for the application journey, which will use the details from your existing account
  OR
• Log in to the Stake web
• Click onto Menu (top right-hand corner) > Click on the plus sign 'Add account'
• Follow the onboarding journey

If you don't have an individual account, one will be automatically created for you when you sign up for an SMSF, Company or Trust account. 

What you’ll need

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

• 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

For Company accounts:

• The ABN or ACN of the company
• Personal details of the directors
• Electronic signatures from all required signatories

For Trust accounts:

• A fully executed and signed Trust deed (including any deed variations or amendments)
• The ABN and full name of the Trust
• The ACN and full name of the corporate trustee (if applicable)
• Trustee and beneficiary details

Please note that additional information may be requested by our onboarding team to successfully open a new account. This can be to satisfy regulatory requirements or relate to the specifics of the account in question. If you have any questions about our onboarding process, please contact our support team.