www.esuperfund.com.au

Our Fees


ESUPERFUND Special Free Offer
* 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.

SAVE !

Our Special Offer comprising a free of charge SMSF Setup in conjunction with the free of charge First Year ESUPERFUND Annual Fee ( Financial Year), results in a saving of , More can be found below:

No Charge SMSF Setup

If you apply to establish a New SMSF on or before , it is free of charge 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:

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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 CommSec.

Find out more about our Free SMSF Setup Offer.

Free of Charge First Year ESUPERFUND Fee ( Financial Year)

If you apply to establish a New SMSF on or before , the Annual ESUPERFUND Fee is free of charge under our current Special Offer. Our free of charge ESUPERFUND Fee Offer includes attending to the following annual compliance obligations for your SMSF for the Financial Year:

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    Preparation of an annual Balance Sheet
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    Preparation of an annual Profit & Loss Statement
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    Preparation of annual Member Statements
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    Preparation of annual Trustee Resolutions & Minutes
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    Preparation and Lodgement of an annual Income Tax Return
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    Preparation of an annual Audit

Special Offer - Limited Time Only

Our Special 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 Offer. You should obtain your own independent financial and taxation advice about whether establishing an SMSF is appropriate to your circumstances.

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 .


Get the Special Offer Today!
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