ESUPERFUND review | Features, fees & how it works
ESUPERFUND helps you set up your own self-managed super fund, allowing you to take control of your super.
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How does ESUPERFUND work?
ESUPERFUND differs from traditional super funds because instead of managing your super balance for you it helps you set up your own self-managed super fund (SMSF). To facilitate the setup, ESUPERFUND applies for an ABN and TFN and can help create a transaction account and a share trading account through its banking partners. It then meets the annual compliance requirements for your SMSF. You can invest your super from a range of allowable investment options such as term deposits, ETFs and property.
What are the key features of ESUPERFUND?
- No minimum balance required. There are no legal minimum balance requirements to establish an SMSF. However, keep in mind the ongoing annual fees to determine if it’s right for you.
- Under your trustee’s name. All investments and accounts are established in the name of your SMSF, so if something happens to ESUPERFUND your accounts will remain accessible by you as the trustee.
- Compliance is taken care of. Compliance for SMSFs can be complicated and time-consuming, but this is all handled by ESUPERFUND.
- Free learning resources. You can access free resources to learn more and get the most out of setting up your own SMSF.
What investment options are available with ESUPERFUND?
When you set up your SMSF with ESUPERFUND you can choose to invest your super in any of the following:
- Cash
- Savings accounts
- Term deposits
- Australian and international shares
- Australian properties
- ETFs
- Managed funds
- Physical metals
- Bonds
- CFDs
- Options
- Warrants
- Forex
- IPOs
- Cryptocurrency
How do I join ESUPERFUND?
Here's how to set up your own SMSF with ESUPERFUND:
- Submit an online form: You can submit an application in as little as 5 minutes. You will need to provide details like your personal details, name of the trustee and the number of people that will be in the SMSF.
- Client portal logins and SMSF documentation: You will receive your logins to the client portal and documents to establish your SMSF. Print and review the pre-populated documents and then sign and upload them.
- SMSF registration: Your SMSF will have an ABN, TFN, bank account and broker account.
- Establishment package and start investing: Your final establishment package will be sent to your client portal and will include details such as your TFN and ABN. After this, you can rollover your existing super benefits, make contributions to your SMSF and start investing.
What are the fees with ESUPERFUND?
For the 2027 financial year there is an ESUPERFUND annual fee of $1,599. This fee remains the same no matter how many transactions your SMSF makes, members it has or the size it is.
Currently it is free* to set up your own SMSF with ESUPERFUND, and the first financial year ESUPERFUND annual fee is also free* (*T&Cs apply and are available via ESUPERFUND's site).
More resources on Finder
More guides on Finder
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Self managed super fund trustees
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SMSF bank accounts
Compare SMSF bank accounts in Australia to manage your self-managed super fund’s expenses, place trades, accept member contributions and earn investment income.
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SMSF services: Administration support for your SMSF
An SMSF service can help you establish your self-managed super fund, and assist with ongoing admin and management of the fund. Here are the pros and cons.
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What are the benefits of SMSFs (and the risks)?
Understand the pros and cons of self managed super funds, including tax benefits and investment risks, before you open your own SMSF.
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SMSF rollover: How to rollover your super
Learn how to roll over your super into your SMSF and make contributions into the fund.
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SMSF setup fees and costs
How much does it cost to set up and run an SMSF? How large does your balance need to be for an SMSF to be cost-effective? Find out here.
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SMSF term deposit rates
SMSF term deposits offer a secure and steady way to boost your retirement balance, so here’s what you need to do to open an account.
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Plan your SMSF investment strategy
Learn how to develop a strong SMSF investment strategy and what assets you can and can't invest in. Want an SMSF investment property? There's a few things to consider first.