Yes. ESUPERFUND clients can choose to trade ASX Listed Securities through either CommSec or EBROKING. You will be given a choice of which Broker you prefer as part of the SMSF Application Process. By limiting the Brokers to our Preferred Brokers, ESUPERFUND is able to ensure that our services are provided at a fee significantly below market.

EBROKING is a Share Trading Platform established by ESUPERFUND for its clients. In the past clients of ESUPERFUND were required to execute all Share Trades using the CommSec Trading Platform. In order to offer additional choice to our clients, ESUPERFUND now offers clients the ability to use EBROKING as an alternative Trading Platform. The EBROKING Share Trading Platform is offered exclusively to ESUPERFUND Clients to trade ASX Listed Securities, Options and Warrants for their SMSF. Only clients who have established a SMSF with ESUPERFUND can trade using the EBROKING Platform.

The EBROKING Trading Platform has been designed to make trading ASX Listed Securities simple. Prior to selecting EBROKING as the Trading Platform for your SMSF we encourage you to view our Video Tour which highlights the extensive features and benefits of trading using the EBROKING Trading Platform. To view our Video Tour click here.

For more information on the EBROKING Trading Platform please visit the EBROKING Website here.

No. It is totally your choice whether you wish to trade using CommSec or EBROKING for your SMSF. Unfortunately however, when applying to establish a SMSF you can only choose one Broker for your SMSF. Whilst it is not preferred and adds to the complexity of administering your SMSF, it is possible to change Brokers in the future once your SMSF is established. For details of about changing Brokers after establishing your SMSF click here.

Documentation to establish your selected Broker will be included with the documentation forwarded to you when you submit your online application to establish a SMSF. The documentation is completed for you making the account opening process easy.

On average it takes approximately 3 weeks to establish a SMSF. When your SMSF has been established a "Final Setup Package" will be mailed to you with all the SMSF Setup details including your SMSF's Share Trading Account Number and Password allowing you to trade ASX Listed Securities. At that time you will be ready to start trading for your SMSF. Please note that an additional application will need to be lodged to activate trading in Exchange Traded Options and Warrants.

No. It is important to understand that the Investment decisions for your SMSF always remain with you as the SMSF Trustee giving you total control of your SMSF. You are under no obligation to trade ASX Listed Securities if you elect not to do so. The CommSec or EBROKING Trading Platforms are established for you to be used only if you want to trade ASX Listed Securities. It is completely permissible never to trade for your SMSF if you do not want to and this is no way affects your annual fee.

Yes. Your SMSF can trade shares to the extent that it is in accordance with the SMSF Investment Strategy and is properly minuted. See here for details on the Investment Process. In fact most large retail Super Fund do exactly this and is part of a prudent investment strategy. This means that if you determine it is appropriate for your SMSF to trade 10 times or 1,000 times per year this is a decision you as the SMSF Trustee must make. However always remember the objectives of your Investment Strategy when making any Investments including risk and return, diversification and liquidity.

Brokerage fees to trade ASX listed securities with CommSec or EBROKING can be found here.

A review of clients trading reveals that a significant proportion of client trades are under $10,000. The EBROKING Brokerage Rates have been set with this in mind. Whilst Brokerage Rates under the CommSec and EBROKING Trading Platforms to trades ASX Listed Securities are identical for trades over $10,000 there is a significant fee saving for trades under $10,000 using the EBROKING Trading Platform. That is for trades under $10,000 the EBROKING Platform offers Brokerage Fees of $19.95 compared to the CommSec Brokerage Fees of $29.95. This equates a $10 saving per trade or a 33% saving. Based on a typical SMSF Trader with ESUPERFUND who may do up to 100 trades over the course of a year under $10,000, this equates to a huge saving $1,000 each year! Every year! For more click here.

No. Live Pricing Data is absolutely FREE with both the CommSec and EBROKING trading platforms. This is a major saving to you compared to other discount brokers who only provide 20 minute delayed share price data and charge if you actually require Live Data, typically in excess of $100 annually.

CommSec and EBROKING provide clients with valuable Equities and Research Information, absolutely FREE. Details can be found here.

Conditional Orders are instructions based around a set of criteria or market conditions (referred to as a 'trigger') that must be met before your trade is actually submitted to the market for execution. When the trigger criteria specified is satisfied, the Broker will submit your order to the market. Whilst there is no guarantee that the trade will be executed the aim of Conditional Orders is to protect your profits or ensure you do not miss trading opportunities when you are busy. By setting Conditional Orders including stop losses you can BUY and SELL ahead of time. Conditional Order fees are FREE with EBROKING and up to $14.95 with CommSec.

To place a BUY Trade under the CommSec Trading Platform you simply need to click "Trade" and then "Buy" when you are logged in to your CommSec Trading Account. When you BUY ASX LIsted Securities with CommSec, the Trade will settled from the ANZ V2 Plus Account (up to certain limits detailed here). Importantly when you place a trade, the funds are accessed automatically from the ANZ V2 Plus Account to settle the trade. Trades are settled under the T+3 settlement system. That is, trades are settled 3 days after placing your trade. It could not be easier. In some cases where trades are above predetermined levels you may need to transfer monies from your ANZ V2 Plus Account to your CommSec Trust Account before you can BUY Shares. When and how this needs to occur is detailed here.

To place a SELL Trade under the CommSec Trading Platform you simply need to click "Trade" and then "Sell" when you are logged in to your CommSec Trading Account. When you SELL ASX Listed Securities, the settlement proceeds will be automatically deposited into your ANZ V2 Plus Account. Trades are settled under the T+3 settlement system. That is, trades are settled 3 days after placing your trade. It could not be easier.

Trade confirmations will be forwarded via email and post for each trade. Confirmations can also be viewed and downloaded from the Trade Confirmations page in the CommSec Login Area. Please note that CommSec requires that all Trade Confirmations are mailed to you when you execute a trade. There is no fee for mailed Trade Confirmations for ESUPERFUND clients.

When you select EBROKING as your preferred Trading Platform, ESUPERFUND will automatically establish a Bankwest Settlement Account for your SMSF which will be used to settle trades for your SMSF. You will be notified of the details of the Bankwest Settlement Account on the establishment of your SMSF. Before placing a trade you must ensure that you have transferred monies into this account from the ANZ V2 Plus Account. Further details about the Bankwest Settlement Account can be found here.

EBROKING is a service provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL No. 246381, a Participant of the ASX Group ("CMC Markets Stockbroking") at the request of ESUPERFUND and on behalf of EBROKING a registered business name of ESUPERFUND Pty Ltd. It is important to understand that CMC Markets is simply the entity that is executing the trades for your SMSF. Importantly all Shares purchased through EBROKING are owned directly by your SMSF ensuring your SMSF Share and Fund Assets are completely safe.

Yes. All Shares purchased through CommSec are CHESS Sponsored and owned in the name of your SMSF under its unique HIN. This is a very important point and gives you peace of mind that your SMSF is the direct owner of all Shares purchased. Neither ESUPERFUND nor CommSec own any of your SMSF Shares and have absolutely no access to your Shares or in fact any Fund Asset. So in the very unlikely event ESUPERFUND or CommSec cease to operate or become insolvent all your Fund Assets including Share Holdings are totally protected because your Fund is the direct owner of the Assets.

Yes. All Shares purchased through EBROKING are CHESS Sponsored and owned in the name of your SMSF under its unique HIN. This is a very important point and gives you peace of mind that your SMSF is the direct owner of all Shares purchased. Neither ESUPERFUND nor EBROKING own any of your SMSF Shares and have absolutely no access to your Shares or in fact any Fund Asset. So in the very unlikely event ESUPERFUND or EBROKING cease to operate or become insolvent all your Fund Assets including Share Holdings are totally protected because your Fund is the direct owner of the Assets.

If you have any queries about your SMSF CommSec Account please contact CommSec on 1300 650 675. This is a dedicated number for ESUPERFUND Clients separate to the retail division of CommSec, giving you priority service. Please do not contact ESUPERFUND directly in relation to queries about your SMSF CommSec Account as unfortunately we will be unable to assist you with your queries.

If you have any queries about your EBROKING Share Trading Account please contact EBROKING directly on 1300 557 561. This is a dedicated number for ESUPERFUND clients giving you priority service. Please do not contact ESUPERFUND directly in relation to queries about your EBROKING Account as unfortunately we will be unable to assists with your queries.

To login to the CommSec Trading Platform click here.

To login to the EBROKING Trading Platform click here.

If you are currently a client of ESUPERFUND and are looking to change Brokers from CommSec to EBROKING as the Preferred Broker for your SMSF, please complete the Online Application here. We advise that in this instance the CommSec Broking Account will not be closed and your existing share portfolio will remain with CommSec. Once the EBROKING Account is established you will be notified directly of the account details. You can in turn you can begin to trade with the EBROKING account. Shares still owned under the Commsec Platform will need to be sold using the existing CommSec Platform. New Shares purchases can in turn be made using the new EBROKING Platform. Shares in turn purchased under the new EBROKING Platform can in turn be sold using this Platform.

ESUPERFUND will not be able to act for clients who wish to trade ASX Listed Securities including Shares, Warrants, ETFs, and Options with a Broker other than CommSec or EBROKING. Unfortunately if you are a client of ESUPERFUND and subsequently use a Broker other CommSec or EBROKING, then ESUPERFUND will immediately cease acting for your SMSF and you will need to find a new accountant to act for your SMSF.

Yes. An additional application will have to be submitted after your SMSF and Broker Account has been established to activate trading in Exchange Traded Options (ETOs). The application can be found here.

Brokerage fees to trade Exchange Traded Options (ETOs) with CommSec or EBROKING can be found here.

Clients who trade Options for their SMSF must prepare a Derivatives Risk Statement in accordance with current Super Laws. The Derivatives Risk Statement details the reasons for the use of derivatives by the SMSF, along with an analysis of the risks involved within the SMSF Investment Strategy. A Proforma Derivatives Risk Statement can be found here which you can adopt or modify as required for your SMSF.

Yes. An additional application will have to be submitted after your SMSF and Broker Account has been established to activate trading in Warrants. The application can be found here.

Brokerage fees to trade Warrants with CommSec or EBROKING can be found here.

Yes. ESUPERFUND clients can choose to trade CFDs through either CMC Markets or CommSec. By limiting the CFD Brokers, ESUPERFUND is able to ensure that our services are provided at a fee significantly below market. Details about each respective Broker can be found below:

-CommSec
-CMC Markets

Yes. An additional application will have to be submitted after your SMSF and Broker Account has been established to activate trading in CFDs. More can be found here.

ESUPERFUND will not be able to act for clients who wish to trade CFDs with a Broker other than CMC Markets or CommSec. Unfortunately if you are a client of ESUPERFUND and subsequently use a Broker other CMC Markets or CommSec to trade CFDs, then ESUPERFUND will immediately cease acting for your SMSF and you will need to find a new accountant to act for your SMSF.

Brokerage Rates to trade CFDs with CMC Markets and CommSec can be found here.

Yes. The ATO have confirmed that "there is no loan between the CFD provider and the SMSF Trustee and therefore no contravention of the prohibition on borrowing by trustees under Super Laws. The requirement to pay a deposit and meet margin calls does not represent a borrowing, they are rather contractual liabilities to make payments if and when required and are not repayments. The ATO have confirmed that CFDs even though they offer leverage are not Borrowings and hence a breach of Super Laws.

Yes. ESUPERFUND clients can invest in International Shares using International CFDs, International ETFs and International Managed Funds. Further details can be found here.

Yes. ESUPERFUND clients are permitted to trade Foreign Exchange (FX) using CFDs with CMC Markets. CMC Markets CFDs allow your SMSF to trade FX Markets including but not limited to the Australian Dollar (AUD), the US Dollar (USD), Euro (EUR), British Pound (GBP), Swiss Franc (CHF) and Japanese Yen (JPY). For more click here.

Yes. ESUPERFUND clients can invest in Metals and Commodities using CFDs, Exchange Traded Commodities (ETCs) or by investing directly in the Physical Metal. Further details can be found here.

No. ESUPERFUND has absolutely no ability to enter or transact on either the CommSec, EBROKING or CMC Markets Accounts. Only you as the SMSF Trustee can login and transact on the Broker Platforms. This gives you total peace of mind that your Super Benefit is totally secure. At the end of each financial year, CommSec, EBROKING and CMC Markets will send to ESUPERFUND an annual data file of all your SMSF trades and transactions. This enables our office to attend to your SMSF's annual compliance obligations. No records are required from you each year as we already have access to the trading data. It is important to understand that only electronic data files are provided to ESUPERFUND. As detailed above we have absolutely no access to your Trading Platform and cannot actually login to your Trading Account to access the required data.