2014 September Client Newsletter

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Issue 4 | 15 July 2014

Welcome to ESUPERFUND's July Newsletter.

As briefly mentioned in the last issue, we will release the 2014 Financial Year SMSF Checklist on 28 July 2014. We have improved our checklist process this year and we look forward to hearing your feedback.

Mark Needham

Client Services Manager


Release of SMSF Electronic Check list


1. When will the Checklist be released?

28 July 2014
Please check your email on or after this date. If you have recently changed your email address please login to your Client Portal to update your email before 28 July 2014.
You may need to check the Spam folder in your email inbox if you have not received our checklist email.

2. Checklist FAQs

Q: My SMSF was set up in the 2014 Financial Year and up untill 30 June 2014 there are no assets or transactions in my Fund, do I still need to fill in the checklist?

A: Yes you are still required to complete the checklist in order for our office to lodge a Return Not Required Notification with the Australian Taxation Office.

Q: Will you lodge my tax return immediately after I submit my checklist?

A: No as it takes time for our office to review and process the checklist on a first-come first-served basis. You will be notified by our office once we have completed the accounts for you or if we require further information from you in order to complete the accounts.

Q: Can I update or change the information after I submit the checklist?

A: No you cannot change or update the information in the checklist by yourself once you submit the checklist. Should you wish to change or update the details in the checklist, please email our office and we will update the information in our system.

Q: Will you pay the tax liability on my behalf?

A: No ESUPERFUND is not authorised to make any tax payment on your behalf. The tax liability and payment method information is detailed in the income tax notification which is included in the 2014 FY compliance documents. You can view the compliance documents upon completion via the Client Portal.

What's New

New rules taking effect from 1 July 2014

There are some important changes concerning SMSFs released by the Government that you should be aware of.
For ease of your reference we have summarised these government changes on our website.
Read the rule changes here.

Online Calculator has been updated

We have updated our online calculators to take into account the new Superannuation rates and thresholds applying from 1 July 2014. You can now enter your own unique details and our Interactive Analyser will provide a detailed analysis assisting you to determine what Strategies you can incorporate with your SMSF. This level of Interactive assistance would cost thousands of dollars with a Financial Planner but is provided absolutely FREE to clients of ESUPERFUND.
Access the calculator now.


Did you know?

We have recently introduced one Optional Broker - FP Markets

We have newly added one optional brokers for clients who wish to trade International Shares using CFD’s. In addition, FP Markets allows you to trade FX, CFDs and other derivatives via their online trading platforms.
Check the features of FP Markets.



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