Thursday 23 February 2012
Fee History

Our Annual Complaince Fee is Not an Introductory Fee

Our current low annual fee of $699 per annum is FIXED irrespective of the number of transactions made by your Superfund, the size of your Superfund or the number of Members.  The annual compliance fee is not an introductory fee. Our aim is to ensure our fees are the most competitive in the market on a continual basis. Whereas other SMSF providers offer generous first year promotional offers you can be assured our low annual compliance fee will remain low - always

Annual Compliance Fee Reviewed Annually

Our annual compliance fee is reviewed annually.  If there is a change to the annual compliance fee, the change will be notified by ESUPERFUND via this page on our website.  Fee Increases where applied will be in line with our aim to ensure our fees are the most competitive in the market on a continual basis. 

Fee History

Detailed below is our fee history since the commencement of ESUPERFUND.  As the table demonstrates we have had only one modest fee increase in the past seven (7) financial years.

Financial Year $
2006 $599
2007 $599
2008 $599
2009 $599
2010 $599
2011 $699
2012 $699

 

General Advice Warning

The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.