Options Trading with EBROKING
ESUPERFUND clients can choose to trade Options with EBROKING. Importantly you can select to trade Options with EBROKING only if you have selected EBROKING as the Broker for your SMSF as part of the SMSF Setup process. To enable Options Trading with EBROKING, click here to download the application form and forward the completed form to firstname.lastname@example.org.
The EBROKING brokerage rate for online options is $24.95 for trades up to $8,000 or 0.30% incl GST.
Only you can transact and access the EBROKING Account
Importantly ESUPERFUND has absolutely no ability to enter or transact on the EBROKING Trading Platform. Only you as the SMSF Trustee can login and transact on the EBROKING Options Account. This gives you total peace of mind that your Super Benefit is totally secure.
Accessing information by ESUPERFUND
At the end of each financial year, EBROKING will send to ESUPERFUND an annual data file of all your SMSF Trades and Transactions. This enables our office to attend to your SMSF's annual compliance obligations. No 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. As detailed above we have absolutely no access to your Account and cannot actually login to your Trading Account to access the required data.
ESUPERFUND provides No Investment Advice
ESUPERFUND do not provide Investment advice and cannot advise you on which Assets to purchase or sell in your SMSF. You as the Fund Trustee are responsible for making all Trading decisions for your Fund, based on your SMSF's particular financial situation and needs.
EBROKING Account Queries
If you have any queries about your EBROKING Account please contact EBROKING directly on 1300 799 880. This is a dedicated number for ESUPERFUND clients. Please do not contact ESUPERFUND directly in relation to queries about your EBROKING Account as unfortunately we will be unable to assists with your queries.
Derivatives Risk Statement
Clients who trade Options for their SMSF must prepare a Derivatives Risk Statement in accordance with current Superannuation Laws. The Derivatives Risk Statement details the reasons for the use of derivatives by the SMSF, along with an analysis of the risks involved within the SMSF Investment Strategy.
This document will be generated automatically when you complete the annual checklist according to the transactions coded by you.
Once your SMSF has been established by ESUPERFUND, you can apply to trade Options with your EBROKING Account. Click here to download the application form and forward the completed form to email@example.com.
To view the EBROKING Product Disclosure Statement including Terms and Conditions click here.
No financial product advice or recommendation
No Advice Express or Implied: It is important to understand that ESUPERFUND has not taken into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND. This applies in relation to the EBROKING Options Trading Account. ESUPERFUND does not advise or recommend that this product is suitable to a particular investor’s financial requirements or needs in relation to their SMSF. Any information provided in relation to the EBROKING Options Trading Account is factual information only about the operation of the account and how data is made available to ESUPERFUND. Accordingly you should read the disclosures relating to the EBROKING Options Trading Account before making any decision about whether the EBROKING Options Trading Account is suitable for your SMSF needs. We also recommend that you should seek professional advice from a financial adviser before making any decision to use the EBROKING Options Trading Account for your SMSF.
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