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Thanks peza. I am also with esuperfund and am looking at opening...

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SandBagger

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22/02/22

08:44

Post #: 59721179
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Originally posted by peza: ↑

Hi

I'm with esuper as well..
As far as I know, you can use any broker you want.. you will just need to provide esuper with all the trades/account info etc at the EOFY review.

esuper has access to the accounts it's sets up for you .. so at the end of year when they compile the review data, the accounts that esuper setup are already uploaded and usually coded and all you need to do is upload other accounts and provide the evidence..

as an example, esuper setup a commsec account when I first started and I hold some long term shares there.. I recently started using SelfWealth for the short term stuff..
so at my end of year review for 2021, the data from commsec was already there and coded whilst the money transferred to self wealth needed me to upload the SelfWealth account summary to evidence the money was transferred for investment purposes of the SMSF

hope that helps

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Thanks peza. I am also with esuperfund and am looking at opening a selfwealth account as well as the ebroker account. I was curious as to the data you had to pass to esuperfund for year end. I though selfwealth had a data link that could be used to transmit data. Interested in your experience with SW and esuperfund.
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