Taki

How much super do I need to set up an SMSF? There is no minimum amount, however very low balances may not be cost effective and could trigger a review by the ATO preventing your SMSF from becoming ...

Who owns Stake Super? Stake Super is owned by Stakeshop Pty Ltd. Who is the tax agent for Stake Super? Stake SMSF Pty Ltd is the tax agent. Does Stake provide SMSF advice? Stake (including Stake Su...

What reports are available for my SMSF? After your SMSF end of year financial accounts are prepared, a wide range of investment, tax and accounting reports will be available.We have plans to build ...

When does my SMSF need to lodge its tax return? First year SMSF returns for new funds are due by the 28th of February;Second and subsequent year SMSF returns are due by the 15th of May. Can I do my...

How much are the Stake Super fees? Please refer to our Stake Super Fee Schedule What Government fees does an SMSF have? All SMSFs must pay an annual supervisory levy of $259 when the SMSF lodges it...

How do I tell my employer to pay my super to my SMSF? When your SMSF is set up we will provide you the necessary details to pass on to your employer or payroll office for them to direct your future...

Is it compulsory for my SMSF to hold life and disability insurance? Although not compulsory SMSF trustees are required to consider whether they will obtain insurance for members and document that d...

How long will it take for my SMSF to be registered? In most cases, when an application is lodged to register an SMSF with the ATO, the ABN will be issued instantly. The status of the SMSF will be “...

How do I transfer my existing super to my new SMSF? You can complete our online form to request a transfer of your super to your SMSF.Super Transfer FormThere are also a few other different methods...

Who is responsible for the SMSF investments? The trustees of the SMSF are responsible for the investments made by the fund. Unlike APRA regulated industry and retail super funds, members of an SMSF...