www.esuperfund.com.au

2015 April Client Newsletter


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Issue 13 | 15 April 2015
 
 

Welcome to ESUPERFUND’s April Newsletter.


In this issue, we remind you of the annual tax lodgement due date and the upcoming deadline for meeting the SuperStream requirements. We also detail our exciting announcement regarding the CommSec brokerage rate. Finally we provide you with some knowledge tips about pension rollovers and purchasing a property with your SMSF.


Mark Needham

Client Services Manager

Feature

15 May Tax Return Due Date is coming!

If you established your SMSF before 01 July 2013 or transitioned your Existing SMSF to ESUPERFUND before 30 June 2014, the 2014 annual tax return for your Fund is due for lodgement by 15 May 2015.

How can you facilitate the lodgement of your SMSF Tax Return?

If you have not submitted your 2014 online checklist, then to avoid missing the lodgement due date, you need to submit your checklist via the client portal NOW!

Once you submit your checklist, it is important to ensure that your contact details are up to date as we may need to contact you for further information. You can update your contact details via the client portal here.

You will be notified via email as soon as the compliance documentation has been completed and is available for your review in the client portal. Once you sign and upload the declaration to the client portal, we will lodge the tax return with the ATO on your behalf.

Further information about the annual compliance process can be found here.

What's New?

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Brokerage Rate Reduction

ESUPERFUND is excited to announce that CommSec brokerage rates for trades under $10,000 have been reduced to $19.95 per trade where the trade is settled using a CBA Transaction Account. Click here for more information.

 

Do You Know?

The Deadline for Meeting the SuperStream Requirements has nearly arrived

SuperStream is a package of reforms under Stronger Super that are designed to enhance the 'back office' of superannuation, making everyday transaction processing faster and easier. In order to meet the SuperStream requirements you will need to provide your SMSF details to your employer.

Please note that our Electronic Service Address (ESA) is ESUPERFUND. For detailed information on SuperStream, please click here.

Did you have a Pension in your previous Superannuation Fund?

If you established a Pension in your previous Superannuation Fund, this Pension will cease automatically when you rollover your benefit to a SMSF. Accordingly if you wish to continue the Pension in your SMSF, you will need to apply for a new Pension with ESUPERFUND after you have rolled over the funds to your SMSF. Click here to learn more about the Pension Application Process.

The Benefits and Process of Purchasing a Property with your SMSF

Do you know that as a client of ESUPERFUND, you can join the growing numbers of Australians taking advantage of the potential benefits of purchasing a property with your SMSF? Watch this video or click here for more information

 

Testimonials

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ESUPERFUND allows me to manage my own super with great flexibility and without having to worry about the time it would take me to otherwise manage accounting, audit and regulation. The services are great and simple to use and the automation is a boon. Highly Recommended.

 
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