www.esuperfund.com.au

How it Works


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Invest in Options

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

 
 
Monitoring Transactions

By using our Preferred Broker to trade Options ESUPERFUND is able to electronically access the trades made by your SMSF in order to attend to the SMSF Annual Compliance Requirements. No records are required from you each year as we already have the data. It is important to understand that only electronic data files are provided to ESUPERFUND. We have absolutely no access to your Broker Account and cannot actually login to your Account to access the required data.

 
 
Can your SMSF use Other Brokers to trade Options?

Yes. You are permitted to establish additional Broker Accounts to trade Options for your SMSF with any Broker desired, in addition to the Preferred Broker above. However if you establish additional Brokers for your SMSF with Non Preferred Brokers to trade Options, data will not be accessible by ESUPERFUND and you will need to source and provide this data to ESUPERFUND annually.