How It Works – International Shares

International Shares

An SMSF is permitted to invest in International Shares. Clients of ESUPERFUND are permitted to use any brokers for their SMSF.

Selected Share Markets

ESUPERFUND clients are only permitted to invest in the US, UK, Canada and Japan equity markets. Trading in other international markets is not permitted. This is due to the complexity involved in accessing the required data in the format required relating to trading activities, corporate actions, dividends and currency movements. We understand that whilst data may be provided, the data must be checked, reconciled and inputted. In many cases trades are settled in different currencies which requires the need to manually convert to Australian dollars and then reconciled. In addition in many cases research is required to determine the taxation implications of transactions in particular with regards to Corporate Actions and Dividends. This additional manual work is outside the scope of our offering.

No obligation to invest in International Shares

It is important to understand that the Investment decisions for your SMSF always remain with you as the SMSF Trustee giving you total control of your SMSF. You are under no obligation to invest in International Shares if you elect not to do so.

Account must be set up in SMSF Name

When establishing an International share trading account, the account must be set up in the SMSF name and not in the personal names of the Trustees.

ESUPERFUND provides No Investment Advice

ESUPERFUND does not provide Investment Advice and cannot advise you on which International Shares to purchase or sell in your SMSF. You as the SMSF Trustee are responsible for making all Trading decisions for your SMSF, based on your SMSF's particular financial situation and needs.

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.

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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.