Special Offer - Save $1,199

SAVE !

Our Special Offer comprising a FREE SMSF Setup in conjunction with the FREE First Year ESUPERFUND Annual Fee (2024 Financial Year), results in a total saving of . 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 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 an ANZ V2 Plus Account
Application to establish an EBROKING Share Trading Account

Find out more about our Free SMSF Setup Offer.

FREE First Year ESUPERFUND Fee (2024 Financial Year)

If you apply to establish a New SMSF on or before , the 2024 Annual ESUPERFUND Fee is FREE under our current Special Offer. Our FREE ESUPERFUND Fee Offer includes attending to the following annual compliance obligations for your SMSF for the 2024 Financial Year:

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

This is a saving of .

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 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.

Get the Special Offer Today!

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Testimonial Quote Mark I enjoy the process of investing my super by myself, which is very simple and guided all the way by ESUPERFUND."
- Kevin, NSW
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Testimonial Quote Mark A very big thank you to the ESUPERFUND team for your patience with aging trustees, the amazing website, easy to use checklist and the immediate response. You've done an amazing job. Taking control of our own money with your assistance was the best decision we ever made."

- J.B., NSW

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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 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.