Welcome to ESUPERFUND's July Newsletter.
In this issue, we advise you of the key dates for the upcoming 2019 Financial Year, including the release date for the 2018 Financial Year Online Checklist.
Next, we remind you that you can use the ESUPERFUND Mobile App to receive notifications and more timely answers to your queries.
Furthermore, we highlight the advantages of using the Client Portal Inbox for communication.
Lastly, we inform you of the possible actions you can take if you have difficulty paying your tax to the ATO on time.
Client Services Manager
If you established your SMSF with ESUPERFUND before 01 July 2018, you will be required to complete our Online Checklist to enable our office to prepare your SMSF's Annual Return.
Please note that the 2018 Online Checklist will be released to clients progressively from late July 2018 and will be available via the ESUPERFUND Client Portal.
All clients will receive access to the Online Checklist by 31 August 2018.
Upon the release of your Online Checklist, a notification will be sent to you via the Client Portal Inbox.
Please note that completing the Online Checklist is the first step of your Fund’s 2018 Annual Compliance Process, so please remember the above key dates.
You can visit our website for more information on the Annual Compliance Process.
We are excited to advise that you can now install the ESUPERFUND Mobile App to view Inbox messages from ESUPERFUND in a more timely manner! To install the App, please use your mobile phone to search “ESUPERFUND” in the App Store (if you are using an iPhone or iPad) or Play Store (if you are using an Android device).
We further advise that we will be adding more features to the App in our next update, including your SMSF’s Investment Portfolio information. If you have any feedback, please let us know through the App (ESUPERFUND -> Settings -> Send Feedback).
We trust that you will find this new Mobile App helpful in improving your communication with ESUPERFUND.
Do you know that the Client Portal Inbox is a more convenient way to stay connected with ESUPERFUND?
Here’s some of the features of the Client Portal Inbox:
All your SMSF documents and messages are kept securely in the Client Portal to better protect your sensitive information.
Keeps things organised
All queries submitted and notifications received via the Inbox are retained in your Client Portal allowing you to keep your SMSF records all in one place for easy referral.
The best feature of Inbox is that it will attempt to give you an instant answer to your queries, saving you valuable time.
The Inbox feature is already enabled in your ESUPERFUND Client Portal. Log in to use it now.
You can also download the ESUPERFUND Mobile App which allows you to receive a push notification when you receive a new Inbox message!
We advise that if you are unable to pay tax to the ATO on time or you have been charged late lodgement fines or general interest changes by the ATO, you can phone the ATO on 13 11 42 to request an extension on the tax payment or a remission of the tax penalties.
For more information on the various ATO payments and their relevant due dates, please visit our website here.
I started with ESUPERFUND in 2014 and have been very satisfied with their services. Educational information is really comprehensive, easy to find and really useful. The annual compliance process is excellent with most information pre-filled and you get a chance to review and amend if necessary. I also prefer written communication as it provides me with good records I can refer back to. I've had occasional queries and the answers have been fast, comprehensive and helpful. When a query resolution involves filling a form, the answer came with the form already pre-filled with the information on my file. I highly recommend ESUPERFUND.
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)