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Questions & Answers - Optional Brokers


+ Can my SMSF invest in International Shares?

A SMSF is permitted to invest in International Shares. To simplify the International Shares Account Application Process ESUPERFUND has established direct arrangements with Saxo Capital Markets allowing clients to easily apply for an International Share Trading Account through our website. By using Saxo Capital Markets 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.

ESUPERFUND Clients are not permitted to invest in International Shares with Brokers other than Saxo Capital Markets. In addition clients are only permitted to invest in the US Market with Saxo Capital Marketsand cannot trade in other International Markets.

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 Saxo Capital Markets 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 Saxo Capital Markets 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 Saxo Capital Markets Account before making any decision about whether the Saxo Capital Markets 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 Saxo Capital Markets Account for your SMSF. 


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