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Special FREE Offer – Save


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 FREE Offer comprising a FREE SMSF Setup in conjunction with the FREE First Year ESUPERFUND Annual Fee (2020 Financial Year), results in a total saving of , unprecedented in today’s market. More can be found below:

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 CommSec.

Find out more about our Free SMSF Setup Offer.

FREE First Year ESUPERFUND Fee (2020 Financial Year)

If you apply to establish a New SMSF on or before , the 2020 Annual ESUPERFUND Fee is FREE under our current Special Free Offer. Our FREE ESUPERFUND Fee Offer includes attending to the following annual compliance obligations for your SMSF for the 2020 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

This is a saving of .

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 , will be 1 July 2019. This will mean that your SMSF will be established next financial year (ending 30 June 2020) and will NOT be required to lodge a tax return for the current financial year (ending 30 June 2019). The Free First Year offer will apply for the financial year ending 30 June 2020 and the $259 ATO Levy will NOT apply for the current financial year (ending 30 June 2019). More information can be found here.

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 .

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.


Get the Special FREE Offer Today!
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