Winding up a self-managed super fund (SMSF) | Essentials to strengthen your small business

When should I wind up my SMSF?

Winding up a self-managed super fund (SMSF)

When should I wind up my SMSF?

3 mins

When should I wind up my SMSF?	0%

Have a plan for when to wind up your SMSF

2 mins

Have a plan for when to wind up your SMSF	0%

Prepare an exit plan

2 mins

Prepare an exit plan	0%
What to include in the exit plan?	0%
Regularly review the exit plan	0%

How to wind up an SMSF

1 mins

Importance of winding up correctly	0%
Tasks to wind up an SMSF	0%

Check your trust deed

1 mins

Check your trust deed	0%

Get written agreement

1 mins

Get written agreement	0%

Sell or dispose of your fund’s assets

1 mins

Sell or dispose of your fund’s assets	0%

Finalise outstanding tax and compliance obligations

3 mins

Complete your reporting and lodgment obligations	0%
Key reporting and lodgment obligations	0%
Finalise compliance obligations	0%

Pay outstanding expenses and tax liabilities

1 mins

Pay outstanding expenses and tax liabilities	0%

Calculate and distribute member benefits

5 mins

Calculate and distribute member benefits	0%
Calculate member benefits	0%
Paying benefits to a member	0%
Paying benefits to someone other than a member	0%
Rolling over benefits	0%
Rollovers and Transfer balance account reporting	0%
Activity	0%

Complete a final audit

1 mins

Complete a final audit	0%

Lodge your final SMSF annual return (SAR)

1 mins

Lodge your final SMSF annual return (SAR)	0%

Notify third parties

1 mins

Notify third parties	0%

Close your SMSF bank account

1 mins

Close your SMSF bank account	0%

Keeping SMSF records

2 mins

Keeping SMSF records	0%

Consider professional advice

2 mins

How a professional can help you	0%

Help and more information

3 mins

How your SMSF is regulated	0%
ATO	0%
ASIC	0%
SMSF support services	0%
Phoning the ATO	0%
Activity	0%

Related courses

1 mins

Related courses	0%

Course Feedback

Course Feedback	0%