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Why Choose ESUPERFUND as Your SMSF Provider

Here’s Why You Should Choose ESUPERFUND

Free* Setup
Free* First Year

It is FREE to set up an SMSF with ESUPERFUND. The First Financial Year's ESUPERFUND Annual Fee is also FREE. That is the fee to attend to the SMSF's first financial year annual tax return and audit.                     

Ongoing ESUPERFUND Annual Fee
p.a.

The ESUPERFUND Annual Fee is currently fixed at per annum, irrespective of the number of transactions made by your SMSF, the size of your SMSF and up to four Members.

Your SMSF Annual
Compliance Obligations

Your SMSF must attend to certain annual reporting requirements every year. These include the Financial Statements, Member Statements, Tax Return, and Audit. ESUPERFUND attends to these annual compliance requirements for your SMSF at no extra charge as it is included in our ESUPERFUND Annual Fee.

No Minimum
Balance Required

There is no legal minimum balance to establish an SMSF. You are entitled to establish an SMSF with ESUPERFUND with any amount desired.

Pension Services
At No Cost

When you commence a Pension in your SMSF, there are a range of additional annual compliance requirements. ESUPERFUND will attend to the Pension services. Find out more about Pensions.

Extensive & Free
Learning Resources

ESUPERFUND provides detailed Fact Sheets about establishing and running your own SMSF. Our Fact Sheets are being constantly expanded and updated. Access our learning resources now!

Important Information

When setting up an SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.

The first financial year ESUPERFUND Annual Fee is FREE only if you proceed with setup and activation of your SMSF account.

Set up your SMSF with ESUPERFUND Today!
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ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715

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General Advice Warning

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to take 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 equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Any information provided in relation to any financial product or service available through ESUPERFUND is factual information only about the operation of the account and how data is made available to ESUPERFUND. Where this website refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice (see below) from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: ESUPERFUND is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with ESUPERFUND are detailed on our fee page here. When setting up an SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.