Andrew Vassili

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...

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...

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...

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...

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...

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...

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 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...

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

When does my SMSF need to lodge its tax return? Generally, first year SMSF returns for new funds are due by the 28th of February; Second and subsequent year SMSF returns are generally due by the 15...