How It Works – International Shares

International Shares

An SMSF is permitted to invest in International Shares. Clients of ESUPERFUND are permitted to use any brokers for their SMSF.

Selected Share Markets

ESUPERFUND clients are only permitted to invest in the US, UK, Canada and Japan equity markets. Trading in other international markets is not permitted. This is due to the complexity involved in accessing the required data in the format required relating to trading activities, corporate actions, dividends and currency movements. We understand that whilst data may be provided, the data must be checked, reconciled and inputted. In many cases trades are settled in different currencies which requires the need to manually convert to Australian dollars and then reconciled. In addition in many cases research is required to determine the taxation implications of transactions in particular with regards to Corporate Actions and Dividends. This additional manual work is outside the scope of our offering.

No obligation to invest in International Shares

It is important to understand that the Investment decisions for your SMSF always remain with you as the SMSF Trustee giving you total control of your SMSF. You are under no obligation to invest in International Shares if you elect not to do so.

Account must be set up in SMSF Name

When establishing an International share trading account, the account must be set up in the SMSF name and not in the personal names of the Trustees.

ESUPERFUND provides No Investment Advice

ESUPERFUND does not provide Investment Advice and cannot advise you on which International Shares to purchase or sell in your SMSF. You as the SMSF Trustee are responsible for making all Trading decisions for your SMSF, based on your SMSF's particular financial situation and needs.

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.

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