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Winding Up an SMSF Webinar

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How to efficiently and effectively wind up an SMSF

Winding up on death of a member
The essential timing requirements
Audit & compliance finalisation

A Live Instructor Led Webinar

The Winding Up an SMSF Webinar is an essential, core training session for any adviser working with established SMSFs.

Winding up an SMSF can be problematic even more so when it involves paying out death benefits of a member. Determining how the SMSF assets will be liquidated, settling liabilities and receivables and deciding when and how to pay out the death benefits can seem like you are moving towards a never-ending target.

We take you step by step through the process of winding up an SMSF, including indicative timelines, how to ensure a smooth audit sign off, strategies to deal with assets that are difficult to liquidate and finalising the SMSF’s reporting requirements with the ATO.

Plus, working with clients and the issues they need to understand.

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AU $195 members
AU $235 non-members

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Register Team*

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AU $520 members
AU $595 non-members

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Knowledge Shop members, register through the portal for the discounted rate
(new portal | old portal)

Total 1.25 CPD Hours

Details

Recorded: 17 April 2024

SMSF Association accredited for 1.25 CPD hours

  • 0.75 Regulatory compliance and consumer protection
  • 0.25 Technical competence
  • 0.25 Tax (financial) advice

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

Winding up an SMSF requires careful management of a number of tasks. We'll take you through the process and the issues to get it right.

What's included?

  • 1.25 CPD hour webinar (est.)
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • Step-by-step guidance on how to wind up an SMSF
  • Timing - How to make sure you’ve got enough time to wind up a fund
  • How to make sure that audit sign-off happens smoothly
  • Strategies to manage assets that are difficult to liquidate and practical measures to ensure these assets can be dealt with
  • Options available to pay out death benefits, such as in-specie lump sum
  • Finalising the SMSF’s reporting requirements with the ATO to formally close an SMSF

Our presenter

Superannuation Adviser, Knowledge Shop

Natalie Scott

Natalie ScottNatalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs. 

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice. 

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.