Welcome to ESUPERFUND's February Newsletter.
In this issue, we remind clients who have not yet submitted the 2018 Online Checklist to do so at their earliest convenience. In addition, we provide you with information on investing your Super and avoiding audit risks. Finally, we explain how you can better use the ESUPERFUND Mobile App.
Client Services Manager
If you established your SMSF before 1 July 2018, you are required to complete the Online Checklist to enable our office to prepare your SMSF's Annual Return. We appreciate that missing the initial message may be a simple oversight, and so we are providing an additional courtesy reminder to all our clients.
Should you have not yet completed the Online Checklist, please complete and submit the Online Checklist via the Client Portal at your earliest convenience. In order to submit the Online Checklist, you will need to complete both Part 1 and Part 2 of the Online Checklist, and then ensure you click on the button on the "Submit" page. Please note that you are required to submit the Checklist even if your SMSF did not have any transactions in the 2018 Financial Year.
To view the Online Checklist FAQs, please click here.
After your SMSF has been established and funds have been rolled over / contributed into your SMSF, the next step is to start investing your super benefits in various investments and in accordance with the super regulation.
A comprehensive summary of Permitted Investments and issues to consider can be found on our website here. Importantly our current annual fee of $899 per annum does not vary irrespective of the type or number of Investments made by your SMSF.
We caution that all assets of the SMSF must be kept separately from Trustees’ personal assets. Accordingly, please ensure your investment meets all of the following requirements:
Install the ESUPERFUND Mobile App to view Inbox messages from ESUPERFUND in a more timely manner, wherein you can enable push notifications to receive alerts every time ESUPERFUND responds to your query or sends you an important notification regarding your SMSF. This also speeds up the process of getting answers to your queries, without leaving you questioning whether or not your query has been addressed.
To install the mobile App, please use your mobile phone to search "ESUPERFUND" in the iOS App Store or Android Play Store.
We have now been with ESUPERFUND for 5 years and are so impressed of your organisation. When I researched ESUPERFUND I was worried because everything I read seemed too good to be true and you know the saying "if something seems too good to be true it usually is"! But we did to go ahead with ESUPERFUND and it was the best decision we have ever made. You charge thousands less than the accountant we had been using and your service and quality is far superior. A huge thank you to all your staff, we think you people are amazing and we spread the word about your wonderful organisation at every opportunity.
ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715
General Advice Warning
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:
This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND.
Where this publication 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 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.
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)