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Client Stories
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Kevin grows his super by smart investment in the SMSF

"I enjoy the process of investing my super by myself, which is very simple and guided all the way by ESUPERFUND."

-- Kevin, NSW

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ESUPERFUND Clients Stories
Fernando's Story

This couple hasn't looked back since discovering they could invest in property using their SMSF.

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Catriona's Story

This couple discovered a passion for property investment, enabled through their SMSF.

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Marnie's Story

After losing a huge amount of her super in the 2008 financial crisis, Marnie Sole decided to take control of her retirement savings with an SMSF. Now she makes the decisions that determine her financial future.

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Peter's Story

Peter Sunol got tired of watching his retirement savings go backwards, so he made the switch to SMSF. Now, with a property returning a steady income, his retirement years are looking decidedly golden.

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ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715

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Notification of Data Collection

ESUPERFUND Trust (ABN 37 842 535 715) collects your personal information to enable us to email you the SMSF factsheets package. The personal information collected includes your name, contact number and email address. Unfortunately if you do not provide us with the required information, we are unable to email you the SMSF factsheets package. Please note that by receiving the SMSF factsheets package, you agree with your express consent to provide your personal information to ESUPERFUND for marketing and promotional purposes.


We will handle any personal information we collect about you in accordance with our Privacy Policy. Your personal information will only be used for our marketing and promotional purposes and will not be shared with or disclosed to any third parties. Please view our Privacy Policy here for full details as well as guidelines on how to access and seek correction of your personal information that is held by ESUPERFUND, or on how to make a complaint in regards to a breach of the Australian Privacy Principles.


ESUPERFUND Pty Ltd

PO BOX 401 North Melbourne VIC 3051

privacy@esuperfund.com.au

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.