www.esuperfund.com.au

ETFs


 
 
ETFs

Clients of ESUPERFUND are permitted to invest in ETFs. The Permitted Broker to trade ETFs for ESUPERFUND clients is CommSec (see here for more).

 
 
Monitoring Transactions

By using our Preferred Brokers to invest in ETFs, ESUPERFUND is able to electronically access the trades made by your SMSF in order to attend to the SMSF Annual Compliance Requirements. No Broker records are required from you each year as we already have the data. That is at the end of each financial year, CommSec will send to ESUPERFUND an annual data file of all your SMSF trades. This enables our office to attend to your SMSF's annual compliance obligations. No Broker records are required from you each year as we already have access to the data. It is important to understand that only electronic data files are provided to ESUPERFUND. We have absolutely no access to your Broker data and cannot actually login to your Broker Account to access the required data.

 
 
Brokerage Rates

The Brokerage Rates for CommSec can be found here.

 
 
Can your SMSF use Other Brokers to trade ETFs?

No. ESUPERFUND Clients are not permitted to invest in ETFs with Brokers other than our Permitted Broker.