Client Portal Login

+ I forgot my password. How do I login to my Client Portal?

To reset your password, Please click here. You may then provide your registered email address and follow the prompts to reset your password.

+ I forgot my registered email address. How do I retrieve it?

The registered email address is the one you used to apply to establish the SMSF and receive correspondence from ESUPERFUND. If you have forgotten your registered email address, please click here.

+ Expand ALL

Inbox

+ Why did I not receive any correspondence from ESUPERFUND?

We advise that all communications from ESUPERFUND will be sent via the Client Portal Inbox ensuring all communications are kept secured, well organised and for easy reference. For all Inbox messages initiated by ESUPERFUND and requiring action by you, or where ESUPERFUND has responded to your query, an email notification will be sent to your registered email. Please add ESUPERFUND's domain name (@esuperfund.com.au) to your approved email sender list to avoid emails going into your "Spam" folder.

For Inbox messages that do not require any action from you (such as our monthly newsletter and SuperStream notifications), you will not receive an email notification.

Please note that you can also install the ESUPERFUND Mobile App to view Inbox messages from ESUPERFUND in a more timely manner. To install the App, please use your mobile phone to search "ESUPERFUND" in the iOS App Store or Android Play Store.

+ Why is my Client Portal Inbox "Reply" button not working?

Please note that you are unable to reply to a query if it has been closed. Should you have any further queries please create a New Query.

+ Why can't I send my inbox message after I clicked on "Submit to ESUPERFUND"?

Please clear your cache and cookies through your internet browser. Please click here for a step-by-step guide for some commonly used browsers.

How to clear cache and cookies in your browser:

Edge

Select the "Settings and more" icon (three dots at top right corner).
Click on "Settings".
Under Clear browsing data, click on "Choose what to clear".
Select "Cookies and saved website data" and "Cached data and files" and click on "Clear".

Chrome

In the browser bar, enter: chrome://settings/clearBrowserData
Select the following:
- Browsing history
- Download history
- Cookies and other site and plug-in data
- Cached images and files
From the Obliterate the following items from: drop-down menu, you can choose the period for which you want to clear cached information. To clear your entire cache, select the beginning of time.
Click Clear browsing data.
Exit/quit all browser windows and re-open the browser.

Firefox

From the History menu, select Clear Recent History.
If the menu bar is hidden, press Alt to make it visible.
To clear your entire cache, select “Everything”.
Next to "Details", select all items.
Click Clear Now.
Exit all browser windows and re-open the browser.

Safari

Click Safari in the upper left-hand side of your screen. In the menu that appears, click Preferences.
In the window that appears, click the Privacy Tab. Click the button Remove All Website Data.
Click Remove Now in the pop up window that appears.

Documents

+ I am unable to download my Trust Deed. Nothing came up after I clicked on the "Download button.

Please make sure that your browser does not block pop-ups. Please enable pop-ups in your browser setting and try to download the document again. A detailed step by step guide to enable browser pop-up can be found here.

How to enable pop-up in your browser:

Edge

Select the "Settings and more" icon (three dots at top right corner).
Click on "Settings" > "View Advanced Settings".
Use on/off switch to turn off "Block pop-ups".

Chrome

On your computer, open Chrome.
At the top right, click More
Click Settings.
At the bottom, click Advanced.
Under "Privacy and security," click Content settings.
Click Popups.
Turn Allowed on.

Firefox

Click the Open Menu button (top right corner of the browser).
Click Options.
Click the Content tab.
In the Pop-ups section, click Exceptions.
Enter “esuperfund.com.au” and click Allow.
Click Save.
Restart Firefox.

Safari

From the Safari menu, choose “Preferences” and click “Security” tab.
Ensure the Block pop-up windows option is not checked. Unchecking this option will allow pop-ups.

+ I am unable to upload documents to the Client Portal.

The upload size limit is 20MB per document. This is important to make sure that the documentation is successfully uploaded and received by our office. To the extent that the document size is larger than the limit, please re-scan with a lower resolution or scan it as black-and-white.

Member Accounts

+ Why the “Get Quote” button is not responding in my ESUPERFUND Client Portal Insurance page?

Please make sure that your browser does not block pop-ups. Please enable pop-ups in your browser setting and try to download the document again. A detailed step by step guide to enable browser pop-up can be found here.

How to enable pop-up in your browser:

Edge

Select the "Settings and more" icon (three dots at top right corner).
Click on "Settings" > "View Advanced Settings".
Use on/off switch to turn off "Block pop-ups".

Chrome

On your computer, open Chrome.
At the top right, click More
Click Settings.
At the bottom, click Advanced.
Under "Privacy and security," click Content settings.
Click Popups.
Turn Allowed on.

Firefox

Click the Open Menu button (top right corner of the browser).
Click Options.
Click the Content tab.
In the Pop-ups section, click Exceptions.
Enter “esuperfund.com.au” and click Allow.
Click Save.
Restart Firefox.

Safari

From the Safari menu, choose “Preferences” and click “Security” tab.
Ensure the Block pop-up windows option is not checked. Unchecking this option will allow pop-ups.

Compliance

- The Client Portal keeps telling me my session has expired.

Please clear your cache and cookies through your internet browser. Please click here for a step-by-step guide for some commonly used browsers.

How to clear cache and cookies in your browser:

Edge

Select the "Settings and more" icon (three dots at top right corner).
Click on "Settings".
Under Clear browsing data, click on "Choose what to clear".
Select "Cookies and saved website data" and "Cached data and files" and click on "Clear".

Chrome

In the browser bar, enter: chrome://settings/clearBrowserData
Select the following:
- Browsing history
- Download history
- Cookies and other site and plug-in data
- Cached images and files
From the Obliterate the following items from: drop-down menu, you can choose the period for which you want to clear cached information. To clear your entire cache, select the beginning of time.
Click Clear browsing data.
Exit/quit all browser windows and re-open the browser.

Firefox

From the History menu, select Clear Recent History.
If the menu bar is hidden, press Alt to make it visible.
To clear your entire cache, select “Everything”.
Next to "Details", select all items.
Click Clear Now.
Exit all browser windows and re-open the browser.

Safari

Click Safari in the upper left-hand side of your screen. In the menu that appears, click Preferences.
In the window that appears, click the Privacy Tab. Click the button Remove All Website Data.
Click Remove Now in the pop up window that appears.

+ The data won't load on my Client Portal with a circle keeps spinning.

Please clear your cache and cookies through your internet browser. Please click here for a step-by-step guide for some commonly used browsers.

How to clear cache and cookies in your browser:

Edge

Select the "Settings and more" icon (three dots at top right corner).
Click on "Settings".
Under Clear browsing data, click on "Choose what to clear".
Select "Cookies and saved website data" and "Cached data and files" and click on "Clear".

Chrome

In the browser bar, enter: chrome://settings/clearBrowserData
Select the following:
- Browsing history
- Download history
- Cookies and other site and plug-in data
- Cached images and files
From the Obliterate the following items from: drop-down menu, you can choose the period for which you want to clear cached information. To clear your entire cache, select the beginning of time.
Click Clear browsing data.
Exit/quit all browser windows and re-open the browser.

Firefox

From the History menu, select Clear Recent History.
If the menu bar is hidden, press Alt to make it visible.
To clear your entire cache, select “Everything”.
Next to "Details", select all items.
Click Clear Now.
Exit all browser windows and re-open the browser.

Safari

Click Safari in the upper left-hand side of your screen. In the menu that appears, click Preferences.
In the window that appears, click the Privacy Tab. Click the button Remove All Website Data.
Click Remove Now in the pop up window that appears.

+ Why is my Annual Checklist shown as "Not Available”?

The Annual Checklist will be released to you shortly upon lodgement of your Fund's previous year’s annual tax return. Please check your Inbox and make sure you provide all the required information/documentation to enable us to attend to your Fund’s annual compliance requirements.

Investments

+ Why are the asset details displayed under my Investment Portfolio are incorrect or outdated?

Please ensure you have selected the correct reporting period under "Select Financial Year" column when viewing your Fund's investment details.

+ Why is there a negative balance of CommSec Settlement Broker account in my Investment Portfolio and the data seems outdated?

The data is displayed based on what we received from CommSec directly, sometimes the data we received may be delayed up to 5 business days.

+ Why is my Bank Section of the Client Portal showing as “Incomplete”?

The bank page is designed for you to view and pre-code transactions before the Annual Checklist is released. The incomplete status indicates that you have "Not Coded" or “Incomplete” transactions. Hover your mouse over the “Incomplete” status to view more details.

+ Why can’t I change the transaction coding for some bank transactions?

The transactions are locked for editing because it matches with the automated data received by our office from the associated parties directly. Hence you are not required to update the coding for these locked transactions.

+ My term deposit investment details have been locked that I cannot modify.

The term deposit details were locked for editing because these were verified by our accountant in the previous financial year and they are not required to be changed.

+ My contribution details displayed under “Member Account - Contribution Summary” is incorrect.

The data is displayed under this section is based on the SuperStream messages that our office received from your employer(s) directly. Should you have any questions about the contribution summary page we suggest you contact your employer first.

Our supported browsers and versions

We advise that the Windows XP system and internet browser Internet Explorer (IE) is no longer supported for the Client Portal functions (including the Annual Checklist). Please refer to the below for the currently supported browsers:

Chrome 72 and above,
Firefox 64 and above,
Safari 11 and above,
Edge 15 and above.

Note: Due to the lack of supports and updates for Internet Explorer from Microsoft, we have decided to remove our support for Internet Explorer. With this removal, we hope to bring you a better web experience by using the latest web browser such as Chrome, Firefox and Safari.

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