Apply online
Submit your existing SMSF transition request in an online application designed to take about five minutes.
Keep the fund you have and apply to move its administration to ESUPERFUND. We will assess whether your SMSF fits our service model.
Applications are assessed individually. Acceptance is at ESUPERFUND’s discretion.
The application and suitability review come before ESUPERFUND accepts any transfer of administration.
Submit your existing SMSF transition request in an online application designed to take about five minutes.
ESUPERFUND assesses the fund’s arrangements, investments and governing rules against its service model. Acceptance is not automatic.
If accepted, ESUPERFUND takes over the annual administration and provides access to its Client Portal.
The current offer combines a free transition with a conditional annual administration fee benefit. The account choices matter.
ESUPERFUND’s published offer states that transitioning an eligible existing SMSF is free.
The FY27 annual administration fee is free when both ANZ and EBROKING are used as primary accounts.
The first annual administration fee is payable on this date under the offer conditions.
The free first-year offer does not apply if either account is not used.
The FY27 administration transition begins from 1 July 2026. Eligibility and offer terms apply. Check the current fee information for the applicable amount and other charges before deciding.
Annual compliance, access to fund information and support when you need it.
ESUPERFUND takes care of annual compliance requirements within its service offer.
Access SMSF data and documents through a dedicated portal.
Contact the team when you need help with the service.
Check eligibility and the fee conditions before beginning the application.
No. ESUPERFUND assesses each fund against its standard administration model and may decline a transition.
Yes. Both must be used as your primary SMSF banking and trading accounts under the published offer. Otherwise the annual administration fee is payable on 30 June 2027.
Under the offer condition using both ANZ and EBROKING, the published date is 30 June 2028. Check current fee information for the amount and any other applicable charges.
* Transition and acceptance: Registering interest does not guarantee that ESUPERFUND will accept the transition of your SMSF. Each SMSF will be assessed for suitability under the service model. Features, arrangements, investments, governing rules or circumstances outside standard systems and processes may lead ESUPERFUND to decline an application. Acceptance is at ESUPERFUND’s sole discretion.
§ Annual administration fee offer: The free FY27 annual administration fee applies if both the ANZ Transaction Account and EBROKING Share Trading Account are used as the primary SMSF banking and trading accounts. Under that condition, the first annual administration fee is payable on 30 June 2028. If either or both accounts are not used, the free first-year offer does not apply and the annual administration fee is payable on 30 June 2027. The current fee information should be checked for the applicable amount and other charges.
Applications are assessed individually before ESUPERFUND accepts a transition.