Fantastic SMSF Administration Service. Value ++ Convenience & Professional
From the easy SMSF Setup procedure (even in 2011) to the fantastic user interface of the Client Portal, Esuperfund has been a breeze to use, great email/app communication/notification and ultra-fast email responses to questions/queries and adjustments to Tax Returns as needed. Their choice of online stockbrokers and transaction accounts, although limited, are perfect choices, with excellent websites and low cost/trading fees (or very good interest rates on cash account) eg CMC Stockbroking with ANZ V2 Plus Transaction Acc, communicate so well t... Read moreogether and are fully automated. Esuperfund rarely charge anything more than their standard annual fee (currently $1199), and often fix up (my) mistakes for no fee, which I greatly appreciate, and has made me far more diligent in how I enter data. Great for simple or moderately complex SMSFs, but as there are some limitations the far more complex SMSFs that exist would not like (eg those that have complex arrangements with private Unit trusts, Family Trusts or part shareholdings in private companies/unlisted shares) Summary: Extremely SATISFIED Customer for past 12 years. Wouldn't go anywhere else. Pros: simple user interface for data entry, they assist with Non-recourse loans for Property Investment. Superfast email replies, even on a Friday Evening after 6pm !! Cons: some limitations as to providers of services eg transaction acc, term deposits, stockbrokers, but so as to provide live data for client to be able to view when they want.
Esuperfund a perfect way to manage SMSF
Having used this electronic SMSF self managed platform for over 7 years I can not fault it. The customer support is quick and reliable going way beyond my expectations. The platform is relatively inexpensive and has lots of good advice on managing SMSF's, pensions and the like. The audit process is straight forward and the site walks you through the process.
Unable to talk to any customer representative. No communication.
Esuper used to be a good SMSF accounts provider however the communication level has gone from average in 2012 to non existent 2023. When you want answers or have questions, there is no customer relations at all, its like TXTing to a brick wall and no you CAN NOT TALK to anybody. The Listed Phone number just directs you to their web site. The processing of 2022 took 5 months after I completed check list / compliance, you can understand my frustration because this lead to our Account being frozen by ATO. At no point did I ever receive any reason... Read more for the delay or any communication of any sort relating to my desperate need to have some kind of explanation on delays. 2023 year should be ready for check list processing, according to there web site, by 31 August 2023, now into September I can't process this years EOY return. I will be taking my business else where.
Very Helpful running our Superfund
Would be five stars but find it frustrating repeating tax details for non-recognised superfund products
Inexpensive and total SMSF administration
Esuper is ideal for SMSF trustees who want low cost administration and compliance. Their processes and services are first class and give you confidence that you can fulfill your trustee obligations without concern. The investment options are more than adequate to generate above average returns.
Affordable and competitive SMSF Administration
I am by word of mouth keeps on telling to my workmates and circle of friends that we have eSuperfund being our SMSF administrator. For close to four years now, being with them, I have learned a lots in terms of tax filing, provides timely response for any inquiries that I have.
Their fees are at low cost compare to other Super Administrators. Reporting and presentation wise, you will see how our SMSF is performing with amount comparisons every year.
Professional and helpful
I would like to thank the whole team at ESuper for helping me over the last two years with my separation and re-structure of my SMSF.
It was a minefield of paperwork and procedures for me to navigate and the Esuper team helped me to do that quickly and efficiently, whilst staying calm and professional as I lost my mind.
Still difficult to navigate this webpage
I have previously commented about the difficulty with contacting this company once you are a client . I have managed to get around this problem. However, it’s annoying when you respond to a notification and then cannot get on to the annual checklist without exiting the webpage and starting again through the client portal page . Can this be fixed ? I’m waiting for an answer.
I have been a client for several years and by and large I am happy with the service I get .
ESuperfund is Excellent Superfund Administrator
I established my SMSF account with ESuperfund in 2011. My fund grew steadily, and in 2021 I could afford to retire and put my fund into Simple Account Based Pension (SABP). ESuperfund made the process so easy. It also provided me with assistance and guidance whenever I needed it. Withdrawing pension and lump sum are made so easy. Taxation for my investment in shares were prepared expertly. So I have been very happy with ESuperfund.
Excellent SMSF administrator at reasonable cost
Esuperfund offers a very affordable simple SMSF administration service which I've always found to be thorough and very professional. Highly recommend them. I've been with them for 10 years now and cannot fault them.
If your looking to switch to a smsf look elsewhere
Joined esuperfund to switch over to smsf , only to find that it’s really isn’t a self managed superfund at all , you can only invest in what they want you to invest in, you can only purchase property using there finance partners ,l. Don’t be mislead to believe ur functionality of there platform is as good as what it looks like on the surface….. there first year switch over also isn’t free , as if you leave after realising how rubbish the platform is they charge you for a year despite doing nothing, which i would assume what generates them most... Read more of there income . It’s worthwhile mentioning they set your superfund stratergy and don’t allow you to change from what they have allowed , there financial partners interest rates are well above average ( which most likely due to esuperfund claiming a trailing commission) .
Ten years on and still very satisfied with all aspects of their performance.
It has been interesting for us to read reviews of what others have written. The five-star reviewers have already written what we would have expected, and we would be just repeating all positive feedbacks already mentioned.
Esuperfund started their own broking platform E-broking, which is based on CMC markets platform we believe, and we have found it cheaper and better than Comsec we used previously. Our investment strategy is mainly based on shares and exchange traded options. The bulk of our transactions are on Options and the brokerage is ab
Highly Recommend esuperfund
We have been clients of esuperfund for around 15 years, and have always been thoroughly impressed by their professionalism, technical knowledge, excellent customer service and timeliness of responses. We recently needed to restructure our SMSF to remove one of our members / trustees, and esuperfund expertly guided us through every step of the process. We have recommended esuperfund to some of our friends who have also been very pleased with the service they have received. We have no hesitation in recommending esuperfund as a SMSF service provider and believe that they thoroughly deserve a 5 Stat Rating! Steve & Joanna, Sydney
I have a SMSF with ESuper and they have completely stuffed up this year. My tax return is still not lodged after the due date. They have had months to prepare but only started asking me for more information last week. Also I don't like how I can't call somebody to have a query answered.
Great customer service from this FinTech
I've been with e-superfund for over a decade and the service never ceases to amaze me. SMSFs, investments, statements and legal documents are all difficult at the best of times, but the e-superfund portal makes it easy and straightforward. When I do have a query, the staff are helpful and quick. I recommend anyone that wants to setup an SMSF to checkout e-superfund.
Questions & Answers
The Inbox in Esuper used to show esuper to client and vice versa but now client to esuper are not shown. I have to take screenshots all the time. I cannot find anywhere on Esuper where client to esuper lives. Really extra work for the client, especially when it is a back and forth involved.Bad idea. Michael
Why wont E Super publish a phone number for potential new customers ? I have questions before I join but can't find a single phone number to contact them on. When it comes to moving my life savings surely it's not too much to ask for !
My husband (50) and myself (53) and my son (28) are planning to set up SMSF. We have around $600K, which we want to use most as a deposit on property investment (with mortgage) and about 20% in Blue chip shares. Does this platform allow me to set up as per the above investment plan?
Thank you for your query.
Please visit our website's "Investments Allowed" page (https://www.esuperfund.com.au/investments/allowed) for a comprehensive summary.
Get an answer from our members and ESuperfund representatives
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