Welcome to ESUPERFUND's October Newsletter.
In this issue, we address frequently asked questions regarding the 2018 Annual Checklist.
We hope that this will provide further assistance when completing the Checklist.
Next, we introduce a Two-Factor Login security feature which you can enable for additional security of your Client Portal.
Finally, we advise you of some updates from the Australian Taxation Office (ATO).
Client Services Manager
As part of the Data Collection process, where you have used Banks, Term Deposits and Broker Accounts NOT set up by ESUPERFUND, additional data is required from you under the “Data Collection” tab in your Client Portal.
To assist you in completing the Annual Checklist, we have provided some of our Frequently Asked Questions regarding Data Collection below:
The Data Collection process will greatly reduce the input required from you in the remaining steps of the Checklist as well as improve the efficiency of the Annual Compliance Process.
Here are some tips to avoid delays:
To import transactions/trades, please refer to the instructions below:
This Two-Factor Login security feature (also known as 2-Step Verification/Authentication) provides an extra layer of security to your ESUPERFUND Client Portal.
To enable this security function, please follow the steps below:
Once enabled, the next time you login to your Client Portal, you will need to enter both your password and a one-time code that is sent to your mobile phone for verification.
Running an SMSF requires you to keep track of your fund at every stage.
The ATO has a few checklists to help you manage your fund and meet your SMSF obligations, which you can access here.
I have been with ESUPERFUND for about 10 years. They provide excellent service & efficient systems.
They are punctual with responses and allow me to do what I want - make investment & strategic decisions.
Cost wise ESUPERFUND is very efficient and much better than having an SMSF through any other alternatives that I know of.
ESUPERFUND also continues to innovate & expand their service. I'm very happy with 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)