Demystifying SMSFs:
What Investors Need to Know
Demystifying SMSFs:
What Investors Need to Know
Do you really need $200,000 to start an SMSF? Can you only invest in shares? Do you have to be over 55?
In this session, you’ll hear directly from the team at Stake as we separate fact from fiction and explain what trustees actually need to do. Together, we’ll cover compliance essentials such as investment restrictions, tax treatment, and record-keeping, and share practical insights on how to manage an SMSF with confidence.
Do you really need $200,000 to start an SMSF? Can you only invest in shares? Do you have to be over 55?
In this session, you’ll hear directly from the team at Stake as we separate fact from fiction and explain what trustees actually need to do. Together, we’ll cover compliance essentials such as investment restrictions, tax treatment, and record-keeping, and share practical insights on how to manage an SMSF with confidence.
What You’ll Learn in This Webinar
Get clarity on SMSFs with practical insights and myth-busting takeaways.
SMSF Myths Debunked
We will tackle the most common misconceptions about SMSFs, from account size to investment types and trustee responsibilities.
Trustee Essentials
Gain a clear understanding of your obligations around compliance, tax, record-keeping, and valuations.
Avoiding Common Mistakes
Learn about the pitfalls trustees often fall into and how to stay on the right track.
Hear from Industry Experts
Join our speakers for an hour of insights, discussion, and live Q&A.
Simon Ho
Head of SMSF Strategy
Simon brings a wealth of expertise to the table, with a background spanning the ATO (policy), KPMG (tax), and senior finance roles in public and private companies. A registered tax agent and admitted lawyer, he’s passionate about helping investors navigate crypto in SMSFs with confidence and clarity.
Ciara Conway
General Manager
Ciara has over 10 years of experience in the SMSF industry and holds an MA in Accountancy and Finance from Heriot-Watt University in Edinburgh. Having previously worked at a chartered accounting firm and one of the largest SMSF administrators in Australia, Ciara has extensive knowledge of SMSF compliance. She is also a current member of the SMSF Association.
Unlock Exclusive Offers - Only for Attendees
Join the webinar to access special offers designed to help you take the next step in your SMSF journey.
$200 in Bitcoin (BTC) Welcome Bonus
Receive $200 in BTC to kickstart your crypto portfolio when you create a verified SMSF account after the webinar.
Special Offer from Stake
Unlock a limited-time deal on Stake's top tier SMSF services.
Don’t Miss This Exclusive SMSF Session
Join Coinstash and Stake Super as we bust SMSF myths, unpack the essentials trustees need to know, and answer your questions live.
*For educational purposes only. Not legal, tax, or financial advice. Neither Stake Super nor Coinstash is licensed to provide financial product advice. Stake Super operates under a ‘no advice model’ when setting up SMSFs and does not assess whether an SMSF is suitable for you. Invest wisely and seek independent advice.
