Andrew Vassili

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  • Leveraged and inverse ETFs

    There are a range of ETFs you can access on Stake that invest during different market conditions – such as leveraged and inverse ETFs. Before investing in them, you should understand how they work....

  • Delisting of securities

    What happens if an ASX stock I own gets delisted? In some situations, you may hold a security that has been voluntarily or involuntarily delisted from an exchange and is no longer available to trad...

  • Outgoing portfolio transfer process

    Outgoing ASX portfolio transfers For AUS Share Transfers from Stake to another broker, please confirm with the incoming broker if any fees apply on their end. To initiate an outgoing share transfer...

  • Share ownership

    Wall St share ownership When you purchase shares through Stake, you own the shares. Like many other investment platforms, Stake operates a custodian model, which means that your U.S. shares are hel...

  • Failed portfolio transfers

    What could cause a share transfer to fail? Personal detail discrepancies For your shares to transfer smoothly, please ensure that you have checked the shares are registered with your external broke...

  • SMSF Management

    How much time does an SMSF take to manage? The amount of time it takes is dependent on the investment approach and knowledge / skills of the trustees. Investment research and regularly reviewing th...

  • Investing with your SMSF

    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...

  • Super Transfer

    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. Once received we will initiate your request via super stream.S...

  • Insurance

    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...

  • Employer & Personal Contributions

    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...