Invest in International Shares
Clients of ESUPERFUND are permitted to invest in US International Shares. The Permitted Broker to invest in US International Shares is Saxo Capital Markets. By using our permitted Broker ESUPERFUND is able to electronically access trades and holdings, in order to attend to the SMSF Annual Compliance Requirements. No broker data is 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 access the required data.
About Saxo Capital Markets
Saxo Capital Markets (Australia) Pty Ltd (Saxo Capital Markets) ABN 32 110 128 286, AFSL 280372, is a wholly owned subsidiary of Saxo Bank A/S. Saxo Capital Markets specialises in online trading and Investment across global financial markets.
What can you Trade using Saxo Capital Markets
Clients of ESUPERFUND are are only permitted to invest in the US Market with our Permitted Broker and cannot trade in other International Markets.
At the end of each financial year, Saxo Capital Markets will send 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 Trading Platform and cannot actually login to your Trading Account to access the required data.
Only you can transact and access the Saxo Capital Markets Platform
Importantly ESUPERFUND has absolutely no ability to enter or transact on the Saxo Capital Markets Trading Platform. Only you as the SMSF Trustee can login and transact on this Platform. This gives you total peace of mind that your Super Benefit is totally secure.
For details on the Brokerage Fees applicable under the Saxo Capital Markets Trading Platform click here.
Minimum Funding Requirement
For details on the Minimum Funding Requirement applicable under the Saxo Capital Markets Trading Platform click here.
It is important to understand that when you purchase Shares with Saxo Capital Markets, the Shares may not be CHESS Sponsored. This means that your SMSF may not be the actual owner of the Shares. If this is the case and you will need to confirm directly with the Broker that the Shares are actually held on trust for your SMSF by Saxo Capital Markets. This may expose your SMSF to additional risk in the event that Saxo Capital Markets ceases to trade or becomes insolvent. In this event your SMSF will rank as an unsecured creditor meaning that you may not recoup the full value of your Investment with the Broker. We suggest that you seek independent advice or discuss these additional risks directly with Saxo Capital Markets prior to establishing an account with them. Similar risks apply with CFDs.
Saxo Capital Markets Queries
If you have any queries about your Saxo Capital Markets Account please contact Saxo directly. Contact details can be found here. Please do not contact ESUPERFUND directly in relation to queries about your Saxo Capital Markets Account as unfortunately we will be unable to assist you with your queries.
Saxo Capital Markets Login
To login to the Saxo Capital Markets Platform click here.
We suggest that you carefully read all Disclosures provided by Saxo Capital Markets including the Website prior to establishing a Trading Account.
To establish a Saxo Capital Markets Account please complete the online application here.
Once you have completed the online application, Saxo Capital Markets will contact you directly to finalise your application.
Can your SMSF use Other International Share Brokers?
No. ESUPERFUND Clients are not permitted to invest in International Shares with Brokers other than our Permitted Broker.