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EBROKING

How a Self Managed Super Fund (SMSF) Works

Introducing EBROKING

EBROKING is a Share Trading Platform established by ESUPERFUND and is offered exclusively to ESUPERFUND Clients to trade for their SMSF. To place a trade you will need to login to your EBROKING Trading Platform. This can be done from any page on this Website in the Account Login section. Details of your EBROKING Account Number and Password will be provided to you on the establishment of your EBROKING Trading Account.

Linked Bank Account

When you select EBROKING as your Trading Platform, ESUPERFUND will also establish an ANZ V2 Plus Account for your SMSF which will be used to settle trades for your SMSF. The EBROKING and ANZ V2 Plus Accounts will automatically be linked to each other.

BUYING ASX Listed Securities

To place a BUY Trade under the EBROKING Trading Platform you will need to click "Trade" and then "Buy" when you are logged in to your EBROKING Trading Account. When you BUY CHESS Sponsored ASX Listed Securities, the Trade will be settled from the ANZ V2 Plus Account (see above). Importantly when you place a trade, the funds are accessed automatically from the ANZ V2 Plus Account to settle trades. Trades are settled under the T+2 settlement system. That is, trades are settled 2 days after placing your trade.

BUY Trade Confirmations

When you execute a BUY trade using the EBROKING Trading Platform, trading confirmations will be forwarded via email. Confirmations can also be viewed and downloaded by clicking "Shares" and then "Confirmations" when you are logged in to your EBROKING Trading Account. Similarly you can view your Trading History by clicking "Shares" and then "Order History" when you are logged in to your EBROKING Trading Account.

SELLING ASX Listed Securities

To place a SELL Trade under the EBROKING Trading Platform you will need to click "Trade" and then "Sell" when you are logged in to your EBROKING Trading Account. When you SELL CHESS Sponsored ASX Listed Securities, the settlement proceeds will be automatically deposited into your ANZ V2 Plus Account. Trades are settled under the T+2 settlement system. That is, trades are settled 2 days after placing your trade.

SELL Trade Confirmations

When you execute a SELL trade using the EBROKING Trading Platform, trading confirmations will be forwarded via email. Confirmations can also be viewed and downloaded by clicking "Shares" and then "Confirmations" when you are logged in to your EBROKING Trading Account. Similarly you can view your Trading History by clicking "Shares" and then "Order History" when you are logged in to your EBROKING Trading Account.

Equities Research

EBROKING provides its clients with Equities and Research Information, at no additional cost. Details can be found here.

Live Data

Live Pricing Data is at no additional cost with EBROKING.

Chess Sponsored

All Shares purchased through EBROKING are CHESS Sponsored and owned in the name of your SMSF under its unique HIN. Your SMSF is the direct owner of all Shares purchased.

Straight Through Processing

All Trades executed through the EBROKING Trading Platforms are executed using Straight Through Processing (STP). Straight Through Processing is where your order is sent directly to the ASX Market, without any human intervention. The EBROKING Trading Platform approves or rejects the order and places it directly on the market.

Trade Execution by CMC Markets

EBROKING is a service provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL No. 246381, a Participant of the ASX Group ("CMC Markets Stockbroking") at the request of ESUPERFUND and on behalf of EBROKING a registered business name of ESUPERFUND Pty Ltd. It is important to understand that CMC Markets is the entity that is executing the trades for your SMSF. Importantly all Shares purchased through EBROKING are owned directly by your SMSF ensuring your SMSF Share and Fund Assets are completely safe.

Accessing Information by ESUPERFUND

At the end of each financial year, EBROKING will send to ESUPERFUND an annual data file of all your SMSF Trades and Transactions. This enables our office to attend to your SMSF's annual compliance obligations. No records are required from you each year as we already have access to the data. It is important to understand that only electronic data files are provided to ESUPERFUND. As detailed above we have absolutely no access to your Trading Platform and cannot actually login to your Trading Account to access the required data.

EBROKING Account Queries

If you have any queries about your EBROKING Share Trading Account please contact EBROKING directly on 1300 799 880. Please do not contact ESUPERFUND directly in relation to queries about your EBROKING Account as unfortunately we will be unable to assist you with your queries.

Conditional Orders

Conditional Orders are instructions based around a set of criteria or market conditions (referred to as a 'trigger') that must be met before your trade is actually submitted to the market for execution. When the trigger criteria specified is satisfied, the Broker will submit your order to the market. Whilst there is no guarantee that the trade will be executed the aim of Conditional Orders is to protect your profits or ensure you do not miss trading opportunities when you are busy. By setting Conditional Orders including Stop Losses you can BUY and SELL ahead of time. Conditional Orders are at no additional cost with EBROKING.

EBROKING Login

To login to the EBROKING Trading Platform click here.

A video to help you navigate the EBROKING Trading Platform can be found here. You may also click here to download a Quick Guide.

Disclosures

To view the EBROKING Product Disclosure Statement including Terms and Conditions click here.

No financial product advice or recommendation

No Advice Express or Implied: It is important to understand that ESUPERFUND has not taken into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND.

General Advice Warning

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND. This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Any information provided in relation to any financial product or service available through ESUPERFUND is factual information only about the operation of the account and how data is made available to ESUPERFUND. Where this website refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice (see below) from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: ESUPERFUND is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with ESUPERFUND are detailed on our fee page here. When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.