Every fund will get to a point in time where it is no longer required – whether it’s a change in personal circumstances, it’s not cost effective, members want to leave or the death of a member, these are all reasons that may conclude that an SMSF is no longer appropriate.

Winding up a SMSF is not a straightforward process as it involves a number of important decisions to be made by the trustee & members that should consider professional advice.

In this session, Aaron will be exploring:

• the rationale and reasons behind winding up an SMSF
• the role that professionals play to assist in the wind up process
• the steps involved in effectively winding up an SMSF, including the obligations upon the trustee and members of the fund in the process

As part of the webinar, we will be exploring the Smarter SMSF wind-up documentation, and work through the SMSF wind-up checklist* developed by Smarter SMSF that can be used to assist in winding up a fund.

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* Smarter SMSF checklist is available as part of ordering the SMSF wind-up documents from the document platform, along with being accessible for all Smarter SMSF document & CPD subscribers.