Esuperfund
Esuperfund is a Melbourne-based Self Managed Superannuation Fund (SMSF) administration platform founded in 2006, serving over 35,000 DIY superannuation investors in Australia via a no-advice, self-service model. It provides fund establishment, annual compliance, and integrated banking, trading, and multi-asset investment capabilities.
- Company typePrivate
- Founded2006
- HeadquartersMelbourne, Australia
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Esuperfund does
Esuperfund (ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust, ABN 37 842 535 715) is an Australian Self Managed Superannuation Fund (SMSF) administration and servicing platform headquartered in Melbourne, founded in 2006 and operating with a headcount of 51-100 employees. The company describes itself as the largest Australian SMSF service provider and reports being entrusted by over 35,000 members. It targets DIY superannuation investors — individuals who want direct control over their retirement savings and prefer to make their own investment decisions rather than rely on retail or industry super funds or financial advisers — and operates on an explicit no-advice, self-service model in which customers retain full investment decision authority.
The core product is end-to-end SMSF establishment and ongoing administration, encompassing trust deeds, ATO registration, trustee and member setup, annual compliance, accounting, tax return preparation, and audit coordination. The platform supports approximately eighteen product modules that extend beyond core administration into property investment (with limited recourse borrowing via a Security Custodian Trust structure), pension management (SABP, TRIS, Death Benefit Pension, actuarial certificates), insurance, and a broad range of asset classes including Australian and international shares, term deposits, managed funds and ETFs, bonds, options, warrants, CFDs, forex, IPOs, cryptocurrency, and physical metals. The technology is a web-based architecture with two customer-facing portals: an application portal (app.esuperfund.com.au) for new SMSF setup and a client portal for ongoing administration, with embedded single sign-on access to ten partner providers across banking (ANZ V2 Plus, Commonwealth Bank Accelerator Cash Account, ING Direct Business Optimiser), trading (EBROKING/CMC Markets Stock Broking, CommSec), derivatives (CMC Markets CFDs and FX), metals (Bullion Capital), tax depreciation (BMT), insurance (AIA), and corporate trustee setup (eCompanies). SuperStream compliance for rollovers, release authorities, wind-up, and roll-out was integrated by the October 2021 mandatory deadline.
Revenue is generated primarily from recurring annual subscription fees for SMSF administration, with the first financial year offered free as a customer acquisition lever and paid annual fees starting in year two. A secondary transactional and professional services revenue stream covers trustee changes, wind-up fees, trust deed updates, property loan services, and certain actuarial certificates, while pension establishment, death benefit agreements, and administration queries are absorbed at no incremental cost. Distribution is direct-to-consumer digital with no physical branches or external sales force: customers enter through the online application portal and convert via content marketing, SEO, organic social, factsheet-driven email capture, and customer testimonials. The company is privately held with no disclosed ownership structure, no funding events, no M&A activity, no recent leadership change, and no public revenue disclosure.
Esuperfund firmographics
Firmographics- Name
- Esuperfund
- Legal name
- ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715
- Website
- https://esuperfund.com.au
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Esuperfund is a Melbourne-based Self Managed Superannuation Fund (SMSF) administration platform founded in 2006, serving over 35,000 DIY superannuation investors in Australia via a no-advice, self-service model. It provides fund establishment, annual compliance, and integrated banking, trading, and multi-asset investment capabilities.
- Ownership category
- akta.pro rank
Esuperfund industry classification
Industry- Product category
- Self Managed Superannuation Fund Administration
- NAICS
- Pension Funds (525110), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)
Keywords
Where Esuperfund is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Esuperfund business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SMSF Administration Services: Annual subscription fees for SMSF administration including accounting, tax return preparation, audit coordination, and compliance management. First year is free as a promotional offer.
- Transactional Services: Fees for property loan services, trustee/member changes, wind-up fees, trust deed updates, and other ancillary services. Some services like pension establishment, death benefit agreements, and actuarial certificates have associated fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | SMSF Setup - Free establishment with first year annual fee waived |
| Subscription | Annual | Pension Services - No additional cost |
| Transaction based/ take rate | Pay-as-you-go | Trustee and Member Changes |
| Transaction based/ take rate | Pay-as-you-go | Other Services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Esuperfund product offering
Product offeringCore offering
Esuperfund is a Self Managed Super Fund (SMSF) administration service provider in Australia, offering a comprehensive platform for individuals to establish and manage their own DIY superannuation funds. The core service includes SMSF setup, ongoing annual compliance, accounting, tax return preparation, audit coordination, and ATO regulatory lodgement, with the first-year annual fee waived as a customer acquisition incentive.
Product overview
Esuperfund is a Self Managed Super Fund (SMSF) service provider in Australia offering a comprehensive platform for establishing and managing DIY superannuation funds. The core offering consists of SMSF Setup and Administration combined with Annual Compliance services, which handle trust deed establishment, ATO registrations, accounting, tax returns, and audit requirements. Additional modules extend capabilities across property investment (with borrowing), pension management, insurance, and diverse asset classes including shares (Australian and international), term deposits, bank accounts, managed funds, ETFs, bonds, options, warrants, CFDs, forex, IPOs, cryptocurrency, and physical metals. The platform integrates with multiple banking providers (ANZ, Commonwealth Bank, ING Direct), stockbrokers (EBROKING, CommSec), and specialized services (CMC Markets for CFDs/Forex, Bullion Capital for metals, BMT Tax Depreciation for property). Educational resources are provided through Learning Modules. The company operates on a 'no advice' model, providing administrative services rather than financial advice.
Differentiator
Problem solved
Functional benefit
Products and services
- SMSF Setup and Administration Complete Self Managed Super Fund establishment and ongoing administration including trust deed, trustee appointments, ATO registrations, and annual compliance with accounting, tax return and audit services, targeted at DIY Australian superannuation investors.
- SMSF Annual Compliance Streamlined annual compliance documentation preparation including member account allocation between Accumulation and Pension accounts, expense tracking, and regulatory lodgements for SMSF trustees.
- SMSF Property Investment Service Service enabling SMSF borrowing for residential and commercial property acquisition through Security Custodian Trust Structure, including loan pre-approval and tax depreciation scheduling assistance.
- SMSF Pension Services Pension setup and management including Simple Account Based Pension (SABP), Transition to Retirement Income Streams (TRIS), Death Benefit Pension, and actuarial certificate management for SMSF members.
- SMSF Insurance Three types of insurance cover arranged for SMSF members through AIA, with application process and ongoing coverage management.
- Australian Shares Trading CHESS Sponsored Australian Shares trading through EBROKING platform including settlement accounts, mFund access, research tools, and brokerage services for SMSF clients.
- SMSF Bank Accounts Transaction accounts (ANZ V2 Plus) and savings accounts (ING Direct Business Optimiser) with interest rates and online banking access for SMSF funds.
Quantifiable outcome
- First year annual fee FREE for new SMSF setups
Companies that use Esuperfund
Customer profileNamed customers4 records
Segments1 record
Ideal customer profiles1 record
Esuperfund technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Esuperfund partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- ANZ BankcoreANZ provides the V2 Plus Account as the preferred transaction bank account for SMSFs managed through ESUPERFUND. The account offers variable interest rates calculated daily and paid quarterly. ESUPERFUND clients can login to their ANZ account directly through the ESUPERFUND platform.
- EBROKING (CMC Markets Stock Broking)corePreferred broker for trading CHESS Sponsored Australian shares, mFunds, options, and warrants within SMSFs. ESUPERFUND clients can establish EBROKING Trading Accounts through ESUPERFUND. EBROKING provides live data, equities research, and brokerage services.
- CommSeccorePermitted broker for trading listed bonds and warrants for ESUPERFUND SMSF clients. CommSec trading login accessible through ESUPERFUND platform.
- CMC MarketscorePermitted broker for trading CFDs and Forex (FX) within SMSFs. ESUPERFUND clients can apply for CMC Markets CFD accounts and access FX trading through the platform.
- ING DirectminorING Direct Business Optimiser Account available as a savings account option for SMSFs. Clients apply through ESUPERFUND Client Portal.
- Commonwealth BankminorCommonwealth Bank Accelerator Cash Account (CommBank ACA) available as transaction account (though product is being decommissioned).
- BMT Tax DepreciationminorPartnership provides ESUPERFUND clients with special reduced rates when ordering BMT Tax Depreciation schedules for SMSF-owned properties.
- AIAminorInsurance provider for arranging insurance cover through SMSFs. Three types of insurance cover available for SMSF members through AIA.
- eCompaniesminorRecommended third-party service for establishing a company trustee for SMSFs that require a corporate trustee structure.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Esuperfund competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Esuperfund social profiles
Digital presenceEsuperfund financial estimates
Financial estimateRevenue estimate
Valuation estimate
Esuperfund leadership team
Management profileNumber of profiles
Esuperfund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Esuperfund M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Esuperfund
What does Esuperfund do?
Esuperfund is a Self Managed Super Fund (SMSF) administration service provider in Australia, offering a comprehensive platform for individuals to establish and manage their own DIY superannuation funds. The core service includes SMSF setup, ongoing annual compliance, accounting, tax return preparation, audit coordination, and ATO regulatory lodgement, with the first-year annual fee waived as a customer acquisition incentive.
Is Esuperfund a public or private company?
Esuperfund is a private company. It is classified as unknown and is currently operating.
When was Esuperfund founded?
Esuperfund was founded in 2006. It employs 51 to 100 people.
Where is Esuperfund based?
Esuperfund is headquartered in Melbourne, Australia, in the Oceania region.
How does Esuperfund make money?
Two revenue lines are on record. SMSF Administration Services are the primary driver. The others are transactional Services.
Does Esuperfund have an API?
No public API is recorded for Esuperfund.
What industry is Esuperfund in?
Esuperfund's product category is Self Managed Superannuation Fund Administration. Its primary akta.pro industry code is FSAAAGAB, Pension Master Trusts, Superannuation & Provident Funds. Its NAICS code is 525110 and its SIC code is 6282.