www.esuperfund.com.au

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ESUPERFUND’s website has plenty of built-in assistance to help you find answers to your questions regarding SMSFs.


Contact ESUPERFUND

Prospective Client of ESUPERFUND
Please provide Query Details.

Please provide below information. We will forward your query to our specialist.

Please provide your Full Name.
Please provide your Email address.
Current Client of ESUPERFUND

If you are a current client of ESUPERFUND, please submit your query via the Inbox in the ESUPERFUND Client Portal.

We advise that you may follow these steps to reset your password:

  1. Access the Client Portal here
  2. Click on Forgot Login Details under the login button
  3. Enter the registered email address of your SMSF

You may then follow the prompts to reset the password and login to your Client Portal.

If the reset fails you will be provided with a link to contact ESUPERFUND directly.

Questions & Answers

What is an SMSF?

An SMSF is your own personal Superannuation Fund that gives you control over how your Super Benefit is invested. An SMSF enables DIY Investors to make their own Investment Choices for their retirement. Please visit our How SMSF Works page for more details.

What can an SMSF invest in?

Please visit our Investments Allowed page on our website for a comprehensive summary of Permitted Investments and detailed issues to consider.

What is a Trustee?

The Trustees control the SMSF and make all the investment decisions for the SMSF. When you establish an SMSF, you have a choice of whether to appoint Individual Trustees or a Company Trustee to act for your SMSF. Each option is detailed below. It is important to understand that SMSF Trustees do not own the Fund Assets, but are simply responsible for administering the SMSF which includes:

  • Maintaining all records of the SMSF (noting that ESUPERFUND maintains most records electronically)
  • Establishing an SMSF Investment Strategy (noting a Standard Strategy is provided by ESUPERFUND)
  • Complying with all regulations under Superannuation Laws (detailed in our Learn Section)
  • Lodging Tax and Regulatory Returns (attended to by ESUPERFUND)

Further details about the roles and responsibilities of Trustees can be found in the ATO publication "Role and Responsibilities of Trustees".

What is a Member?

The Members of an SMSF own the SMSF assets. Only Members of an SMSF can contribute to the SMSF. Members must also act as the Trustees for the SMSF, meaning that the Members also control the SMSF.

How do I apply to Setup a New SMSF?

To establish an SMSF, you simply need to visit our Online Application Form and submit your application online.

What is the Fee to Setup a New SMSF?

It is FREE to set up your own SMSF with ESUPERFUND under our current Special Offer. Our Free New SMSF Setup Offer includes attending to the following requirements to establish your SMSF:

  • The SMSF Trust Deed
  • Documentation to appoint Trustees
  • Trustee Declarations
  • Lodgement of an Election for your SMSF to become a Regulated SMSF
  • ATO Application to obtain a Tax File Number for your SMSF
  • ATO Application to obtain an Australian Business Number for your SMSF
  • Sample Investment Strategy that you can adopt for your SMSF or modify if required
  • Resolutions and minutes to acknowledge the establishment of your SMSF
  • Application to establish a Bank Account with your preferred Bank                                                 
  • Application to establish a Broker Account with your preferred Broker                                                 

Please visit our Questions & Answers page for more FAQs.


SMSF Factsheets & Videos

You can find extensive resources for your self-learning from our Learning Modules.


Address

Postal Address

ESUPERFUND
PO Box 401
North Melbourne VIC 3051

Business Address

ESUPERFUND
One Melbourne Quarter, Level 8
699 Collins St Docklands VIC 3008

To avoid delays in receiving information, we highly encourage you to send documents electronically to our office via the ESUPERFUND Client Portal. Please note that ESUPERFUND is not responsible for the loss or leakage of confidential information to unauthorised persons during the delivery.


Set up your SMSF with ESUPERFUND Today!
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