Available until at least31 October 2026
What's included
Annual administration, tax, audit coordination and the operating tools that keep the fund moving — without billing by the hour or charging a percentage of your balance.
6 inclusions
3 inclusions
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 Administration Fee is FREE only if you proceed with the setup and activation of your SMSF account.
* ^ This offer forms part of our current new-client pricing and may continue beyond 31 October 2026. The offer is reviewed monthly and, following each review, may be extended for a further month or withdrawn for future applicants.
Trust & certification
What clients say about the service, and the independent certification, registration and data standards standing behind it.
Read client reviews“Quick to respond to queries and professionally provide help. Could not have a SMSF without them, the absolute best at what they do.”
Information security
The information security management system behind our SMSF administration platform is independently certified to ISO/IEC 27001, the international standard for managing, reviewing and improving the security of the data an organisation holds.
CertifiedFinancial crime obligations
ESUPERFUND is registered with AUSTRAC, Australia's financial intelligence agency and anti-money-laundering regulator, and meets the identification, record keeping and reporting obligations that come with it.
RegisteredContributions & rollovers
Your fund receives employer contributions and rollovers through SuperStream, the ATO's mandated electronic data and payment standard, so the money and the message describing it arrive together.
EnabledCertifications and registrations describe how ESUPERFUND operates as a service provider. They are not a guarantee of investment performance, and they do not change the fact that trustees remain legally responsible for their own fund.
How it works
You stay the trustee and you keep the decisions. What we take off you is the paperwork that has a deadline attached.
Entrusted by over 35,000 members. See exactly what we prepare each year and what we ask from you.
An SMSF is not right for everyone. Read the trustee duties, the risks you take on personally, and the balances where the costs stop making sense before you commit.
Read about SMSF risksWe establish the fund: trust deed, ABN and TFN registration, trustee documents, and a company trustee if you want one. Setup is free, and so is your first financial year of administration*.
A bank account and a broking account in the fund's name, then your existing super rolls in. From that point the fund holds the money and you choose where it goes.
Financial statements, member statements, trustee minutes, the income tax return and coordination of the independent audit — for one fixed annual fee.
The ESUPERFUND Client Portal — Investments › Portfolio.Demonstration fund shown. No client data.
Technology & Client Portal
Connected data supports your fund's administration and annual compliance, and its important information sits in one secure Client Portal.
Bank and broker information can flow into the administration process, reducing manual transaction handling.
Connected information helps reduce the amount you need to collect, scan and send.
Access important fund information, documents, applications and compliance information from one place.
What your fund can hold
Choose across eight asset classes to build a diversified portfolio that makes sense for your fund.
Explore investment optionsAccess the ASX and a wide range of ETFs.
Invest in global shares and ETFs.
Direct property and listed property trusts (A-REITs).
A range of term deposits and cash solutions.
Invest through leading fund managers.
Add tangible assets to your portfolio.
Access a growing digital economy.
Keep your fund and your future protected.
Common questions
Short answers, with a link to the full detail where the detail matters.
Still deciding? Our support team answers questions by phone and email — before you apply, not only afterwards. Contact us
A private super fund of up to six members, where the members are also the trustees. You choose the investments, and you carry the legal responsibility for the fund meeting super and tax law.
Setup is free and your first financial year of administration is free when the fund is set up and activated. After that, one fixed annual fee. The ATO supervisory levy, company trustee and ASIC fees, and your investment fees sit outside that. Full detail is on the fee schedule.
Annual financial statements and member statements, trustee resolutions and minutes, preparation and lodgement of the fund's income tax return, coordination of the independent annual audit, pension administration where it applies, and Client Portal access with secure document storage. Read about SMSF compliance.
Both are allowed. Individual trustees need at least two people and cost nothing extra to set up. A company trustee lets a single member run a fund and keeps assets in the company's name, but adds an ASIC registration fee and an annual review fee.
No. ESUPERFUND operates a no advice model and does not recommend financial products. Everything on this site is factual and general. For advice about your own situation, speak to a licensed financial adviser.
Not yet. The existing SMSF service is still being built. You can register your interest and we will contact you when it opens.
