Setting up a SMSF
A Self-Managed Super Fund (SMSF) is a private superannuation fund that you manage yourself. The members are usually the Trustees of the funds, and it is regulated by the Australian Taxation Office (ATO).
SMSF Set-Up Made Easy
Our qualified specialists will work closely with you to ensure your SMSF is tailored to your instructions. We will provide you with guidance on setting up your SMSF including setting up trust deeds and finding and rolling over existing super funds, and much more.
1. Low Fixed Price
Percentage based fees can erode your super, specially as it grows. There are never any surprises with our low, predictable and flat fee structures regardless of the size or number of members in the fund.
2. SMSF Lending Specialists
Esuper has access to some of Australia’s most competitive rates for SMSF Loans. These types of loans can be complex. We have credit specialists available to advise you on the most appropriate loan and structure to maximise the long-term benefits accumulating in your SMSF.
Decide on your Structure
You can choose from an individual structure or a corporate trustee structure
Esuper offer the same day SMSF Setup
We will walk you through in person to complete the documentation
Rolling over your super
On your instruction, we will help you with rolling over an existing super fund to your new SMSF account
At Esuper, our focus is helping everyday Australians meet their retirement goals through the use of a Self-Managed Superannuation Fund. For over a decade, our success has been built on our people. We invest in our team, and are proud of the dedicated professionals at Esuper. We believe in collaboration, transparency and building long-lasting relationships to offer our clients the best we possibly can – from the moment we first make contact and throughout the entirety of our working relationship.
Setting up and managing a SMSF requires considerable amounts of your time, diligence and dedication. You will be responsible for the day to day compliance of your super fund, researching investments, creating and monitoring your investment strategy and deciding on the type and level of contributions you make to your SMSF.
Our role is help you to set up your SMSF and the most appropriate structure, to administer your SMSF, arrange the annual audit of the fund, and prepare the annual tax returns.
Suite 204, Balcony Level Cockle Bay Wharf 201 Sussex Street Sydney 2000
02 9231 8611
Gordon Financial Planning Pty trading as esuper ABN 70 607 241 690 is a Corporate Authorised Representative of SMSF Super Advisory Pty Ltd ABN 37 167 051 470 AFSL No. 450822.
GENERAL ADVICE ONLY
As an Authorised Representative of SMSF Super Advisory Pty Ltd AFSL 450822, Esuper can offer you General Advice only on Self-Managed Superannuation Funds (SMSFs). Esuper does not take into account your personal objectives, financial and tax situation or needs. Esuper does not provide personal financial product advice. Esuper will provide you with its Financial Services Guide (FSG) which provides you with a clear outline of the differences between General Advice and Personal Advice. You should carefully consider these things and the Product Disclosure Statement (PDS) before making any decisions. You should not rely on any advice and/or information contained in our website or other material we may provide to you. Before making any investment decision, we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. A copy of the PDS is available by contacting us.
© 2019-2020 esuper. All rights reserved. FSG