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Trade Settlement (ANZ)
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Important Information about CommSec Trades using the ANZ V2 Plus Account

You can place orders worth up to $5,000 for Leading Stocks and up to $1,000 for Non Leading Stocks without any deposit. These limits apply to the total amount of Outstanding Buy Orders or Unsettled Buy Transactions on your Account. Trades up to these values will be processed automatically by CommSec and will be settled from the proceeds in your ANZ V2 Plus Account. There is no need to transfer funds to CommSec to settle trades within these limits.

Clients who wish to place orders above $5,000 for Leading Stocks and above $1,000 for Non Leading Stocks, must either:

 
 
i. Have Stock registered with CommSec for the excess

For example if you wish to place an order for $40,000 for a Leading Stock you will need to have Stock already registered with CommSec valued at $35,000 (eg $40,000 less $5,000).

For example if you wish to place an order for $9,000 for a Non Leading Stock you will need to have Stock already registered with CommSec valued at $8,000 (eg $9,000 less $1,000).

 
 
ii. Transfer Funds via BPAY

Clients who wish to place an order above $5,000 for a Leading Stock and above $1,000 for a Non Leading Stock, who do not have Stock registered with CommSec, will need to Bpay funds to CommSec before trades will be accepted.

BPAY Biller Code: 35428
Reference: You must contact CommSec on 13 15 19 for this Number. The Reference Number will also be provided on your contract note once you commence trading.

 
 
What is a Leading Stock and Non Leading Stock

A list of Leading Stocks is available from the "Leading Stocks" Link on the Yellow Help Pane, shown on the BUY Order Page, when you have logged into your CommSec Account. If the Stock you are contemplating purchasing is not on the "Leading Stocks" List, the Stock is considered to be a "Non Leading Stock".

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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.