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Questions & Answers - About Us
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+ Who is ESUPERFUND?

ESUPERFUND is an SMSF service provider in Australia and has helped thousands of SMSF Investors establish and manage their SMSFs since 2006. ESUPERFUND administers the aspects of an SMSF's compliance obligations, including the SMSF's Financial Statements and Tax Return. ESUPERFUND does not provide Investment Advice to clients as our clients are largely DIY Investors who prefer to make their own Investment decisions for their SMSF, rather than pay excessive fees to Advisors.

+ Who owns ESUPERFUND?

ESUPERFUND is currently privately owned. It is not institutionally owned.

+ Does ESUPERFUND administer SMSF's for clients in all States?

Yes. ESUPERFUND are based in Melbourne but administer SMSF's for clients all over Australia. With the efficiency of the Internet and Technology in general, we find that there are absolutely no impediments to clients joining ESUPERFUND from other States. In fact the majority of our clients are from Interstate and have been clients for many years.

+ Is ESUPERFUND Licensed?

Yes. ESUPERFUND is licensed through the Australian Securities and Investments Commission ('ASIC'). Its Australian Financial Services Licensee (AFSL Number) is 340762. Find out more about our ASIC details. This ensures that you have peace of mind that that you have an avenue to seek assistance should you have any concerns with any of the services noted in our Financial Services Guide. ESUPERFUND is also licensed with the Australian Taxation Office as a Registered Taxation Agent, ensuring that your compliance requirements are attended to professionally and accurately. Find out more about our Tax Agent License details.

+ How long does it take to establish an SMSF with ESUPERFUND?

ESUPERFUND will forward documentation to you for signing to establish your SMSF within a few minutes after submitting the online application. Once you have signed and returned the Establishment documentation, it takes approximately 4 weeks to establish your SMSF. Find out more about the Setup Process Timeline.

+ Do I need a minimum amount to commence an SMSF with ESUPERFUND?

There is no legal minimum balance to establish an SMSF. You are entitled to establish an SMSF with ESUPERFUND with any amount desired. You should obtain your own independent financial and taxation advice about whether establishing an SMSF is right for you.

+ Why should I join ESUPERFUND?

Learn more about the Top Reasons and Features of why you should join ESUPERFUND.

+ What happens if ESUPERFUND ceases to trade?

All SMSF Investments including the Transaction Bank Accounts and Broker Accounts are established in the name of your SMSF. In the very unlikely event we cease to operate or trade or become insolvent, your SMSF is the direct owner of the assets. Only you as the Trustee for the SMSF can access your SMSF accounts.

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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 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.