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Free Setup & Free First Financial Year ESUPERFUND Annual Administration Fee

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Set up your SMSF with ESUPERFUND Today!
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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. Refer to Terms and Conditions for details. The first financial year ESUPERFUND Annual Administration Fee is FREE only if you proceed with setup and activation of your SMSF account.

Free SMSF Setup

It is FREE to set up your own SMSF with ESUPERFUND. Our Free New SMSF Setup 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 an ANZ V2 Plus Account
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    Application to establish an EBROKING Share Trading Account

Find out more about our Free SMSF Setup.

Free First Financial Year ESUPERFUND Annual Administration Fee (2027 Financial Year)

For the 2027 Financial Year, the ESUPERFUND Annual Administration Fee is FREE. Our Free ESUPERFUND Annual Administration Fee includes attending to the following annual compliance obligations and ongoing administration for your SMSF for the 2027 Financial Year:

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    Preparation of the annual Balance Sheet
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    Preparation of the annual Profit & Loss Statement (Operating Statement)
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    Preparation of annual Member Statements
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    Preparation of annual Trustee Resolutions and Minutes
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    Preparation and lodgement of the Fund's annual Income Tax Return
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    Preparation of the Fund's annual financial statements
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    Coordination and preparation of the Fund for its independent annual audit
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    Liaising with the approved SMSF auditor throughout the audit process and responding to audit queries where required
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    Access to the ESUPERFUND Client Portal and proprietary administration platform
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    Ongoing collection, validation, processing and reconciliation of your Fund's financial information and transactions
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    Secure electronic storage and maintenance of Fund records, trustee information and historical documentation
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    Access to pension, death benefit agreement and other Fund administration documents
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    Maintenance of banking, broker, SuperStream and other third-party data integrations
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    Client support, administration checklists and compliance workflows throughout the year
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    Regulatory monitoring to support your Fund's ongoing compliance obligations
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    Ongoing Software provision, system hosting, cybersecurity, data protection, platform maintenance and technology upgrades

Find out more about our Annual Administration Fee.

Important Information

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.

The first financial year ESUPERFUND Annual Administration Fee is FREE only if you proceed with setup and activation of your SMSF account.

Set up your SMSF with ESUPERFUND Today!
APPLY NOW
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ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715

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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 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.