Documents |Logins |About Us |Contact Us |Client Portal

APPLY NOW

Fee Schedule - New SMSF Setups

ESUPERFUND Search Popup ESUPERFUND Learning Modules Printing
2027 Special Free Offer 1yf - Banner
Set up your SMSF with ESUPERFUND Today!
APPLY NOW
* Important Information: When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable) , and Investment Fees. Refer to Terms and Conditions for details. The first financial year ESUPERFUND Annual Fee is FREE only if you proceed with setup and activation of your SMSF account.
SMSF Establishment $
SMSF Establishment (for details click here) FREE
ESUPERFUND Annual Administration Fee $
First Year ESUPERFUND Annual Administration Fee
(for details click here)		 FREE
Ongoing ESUPERFUND Annual Administration Fee
(for details click here)		 incl. GST

What is Included in our Annual Administration Fee

Annual Financial Reporting and Compliance ServicesOngoing Administration, Technology and Support Services

ESUPERFUND prepares and coordinates your Fund's annual financial reporting and compliance requirements, including:

  • Preparation of the annual Balance Sheet.
  • Preparation of the annual Profit & Loss Statement (Operating Statement).
  • Preparation of annual Member Statements.
  • Preparation of annual Trustee Resolutions and Minutes.
  • Preparation and lodgement of the Fund's annual Income Tax Return.
  • Preparation of the Fund's annual financial statements.
  • Coordination and preparation of the Fund for its independent annual audit.
  • Liaising with the approved SMSF auditor throughout the audit process and responding to audit queries where required.

ESUPERFUND assists with the ongoing administration of your Fund throughout the financial year, including but not limited to:

  • Access to the ESUPERFUND Client Portal and proprietary administration platform.
  • Ongoing collection, validation, processing and reconciliation of your Fund's financial information and transactions.
  • Secure electronic storage and maintenance of Fund records, trustee information and historical documentation.
  • Access to pension, death benefit agreement and other Fund administration documents.
  • Maintenance of banking, broker, SuperStream and other third-party data integrations.
  • Client support, administration checklists and compliance workflows throughout the year.
  • Regulatory monitoring to support your Fund's ongoing compliance obligations.
  • Ongoing Software provision, system hosting, cybersecurity, data protection, platform maintenance and technology upgrades.
Other ESUPERFUND Services $
Actuarial Certificate CLICK HERE
Wind Up Fee CLICK HERE
Trust Deed Update CLICK HERE
Property Loan Fees CLICK HERE
Trustee and Member Change Fee incl. GST
Non ESUPERFUND Fees$
ATO Annual Supervisory Levy (payable by all SMSFs) 
Company Trustee Setup FeeCLICK HERE
ASIC Fee for Company TrusteeCLICK HERE
Investment FeesCLICK HERE
Stamp Duty on Trust DeedCLICK HERE

* For more information please read our Terms & Conditions and Financial Services Guide.

Set up your SMSF with ESUPERFUND Today!
APPLY NOW
SMSF Setup| Contact Us| About Us| Disclosures| FSG| Privacy| Broker| Interest Rates 

ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715

esuperfund
Follow Us: Esuperfund Facebook Esuperfund LinkedIn Esuperfund Instagram

General Advice Warning

No Advice Express or Implied: 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. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND. This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Any information provided in relation to any financial product or service available through ESUPERFUND is factual information only about the operation of the account and how data is made available to ESUPERFUND. Where this website 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 (see below) 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.

Seek Professional Advice from a Financial Adviser: ESUPERFUND is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with ESUPERFUND are detailed on our fee page here. When setting up an SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.