Settlement

Linked Bank Account - ANZ V2 Plus 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 simply need to click "Trade" and then "Buy" when you are logged in to your EBROKING Trading Account. When you BUY ASX Listed Securities, the Trade will be settled from the ANZ V2 Plus Account. 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 trading days from the date the trade was completed.

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 simply need to click "Trade" and then "Sell" when you are logged in to your EBROKING Trading Account. When you SELL 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 trading days from the date the trade was completed.

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.

Government Guaranteed

Balances in the EBROKING Settlement Account held with ANZ V2 Plus Account of up to A$250,000 in total are guaranteed by the Federal Government without charge. For further information please refer to the Financial Claims Scheme at https://www.fcs.gov.au/.

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.