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New SMSF Setup Fee


FREE SMSF Setup

If you apply to establish a New SMSF on or before , it is FREE to set up your own SMSF with ESUPERFUND under our current Special Free Offer. Our Free New SMSF Setup Offer includes attending to the following requirements to establish your SMSF:

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

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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 .

SMSF Establishment Date

Given it is close to the end of the Financial Year and your SMSF can take up to 28 days to establish, the commencement date of your SMSF, if you apply to establish a SMSF on or before 30 June 2017, will be 1 July 2017. This will mean that your SMSF will be established next financial year (ending 30 June 2018) and will NOT be required to lodge a tax return for the current financial year (ending 30 June 2017). The Free First Year offer will apply for the financial year ending 30 June 2018 and the ATO Levy will NOT apply for the current financial year (ending 30 June 2017). More information can be found here.

Special FREE Offer – Limited Time Only

Our Special FREE Offer applies only to New SMSF applications submitted on or before . For example if you apply online on or before , however your SMSF is established after that date you will still qualify for our Special FREE Offer.

Find out more about SMSF Setup Process.