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Setting up a self-managed super fund (SMSF)

A self-managed super fund (SMSF) can be attractive for people who seek control over their retirement investment. However, managing an SMSF is a major responsibility and when you set up an SMSF, you’re in charge. Avoid the potential financial impacts of getting it wrong.
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Running a self-managed super fund (SMSF)

A self-managed super fund (SMSF) is a trust run for the sole purpose of providing retirement benefits to its members or their beneficiaries if a member dies before retirement. As a trustee you must manage your SMSF honestly and with skills and diligence. When running an SMSF there are several activities trustees must undertake to manage the fund effectively.
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Winding up a self-managed super fund (SMSF)

Closing a self-managed super fund (SMSF) can be complex and it’s important to get it right to avoid costly mistakes. Learn about the obligations you must meet when winding up an SMSF so you avoid penalties.
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Setting up a self-managed super fund (SMSF) > Understand all SMSF obligations

Before you set up an SMSF, you should consider whether it’s the best option for you. Find out about the specific obligations trustees must meet.
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Winding up a self-managed super fund (SMSF) > Close your SMSF bank account

Find out when an SMSF's bank account should be closed.
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Winding up a self-managed super fund (SMSF) > Lodge your final SMSF annual return (SAR)

Learn about lodging a final SMSF annual tax return.
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Winding up a self-managed super fund (SMSF) > Tasks to wind up an SMSF

Learn about the steps to follow and tasks to complete to wind up an SMSF.
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Winding up a self-managed super fund (SMSF) > Notify third parties

Find out who must be informed when an SMSF is winding up.
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Setting up a self-managed super fund (SMSF) > The SMSF lifecycle

Learn about the 3 stages of the SMSF lifecycle - setting up, running and winding up.
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Running a self-managed super fund (SMSF) > The SMSF lifecycle

Learn about the 3 stages of the SMSF lifecycle - setting up, running and winding up.
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Winding up a self-managed super fund (SMSF) > Finalise compliance obligations

Learn about voluntary disclosure of any outstanding compliance issues when winding up an SMSF.
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Winding up a self-managed super fund (SMSF) > Keeping SMSF records

Determine what records you need to keep if you wind up your SMSF.
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Winding up a self-managed super fund (SMSF) > Pay outstanding expenses and tax liabilities

Identify your final payment obligations when winding up an SMSF.
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Winding up a self-managed super fund (SMSF) > Sell or dispose of your fund’s assets

Find out what you need to do when you sell or dispose of your SMSF’s assets.
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Winding up a self-managed super fund (SMSF) > When should I wind up my SMSF?

Identify when it's time to wind up your SMSF.
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Setting up a self-managed super fund (SMSF) > The steps to set up an SMSF

There are a number of steps a trustee must complete to set up a self-managed super fund (SMSF).
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Setting up a self-managed super fund (SMSF) > What is an SMSF?

Find out what a self-managed super fund (SMSF) is.
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Running a self-managed super fund (SMSF) > What is an SMSF?

Find out what a self-managed super fund (SMSF) is.
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Winding up a self-managed super fund (SMSF) > Get written agreement

Learn why it's important to get a written agreement when winding up an SMSF to avoid misunderstandings and disputes.
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Winding up a self-managed super fund (SMSF) > Have a plan for when to wind up your SMSF

Learn why it's important to have a plan in place to wind up your SMSF.
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Winding up a self-managed super fund (SMSF) > Complete a final audit

Learn about the audit obligations to be completed before an SMSF lodges its final tax return.
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Winding up a self-managed super fund (SMSF) > Paying benefits to someone other than a member

Find out which non members can receive benefits from an SMSF on wind up of an SMSF.
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Winding up a self-managed super fund (SMSF) > Key reporting and lodgment obligations

Learn about which reporting and lodgment obligations must be met when winding up an SMSF.
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Winding up a self-managed super fund (SMSF) > Importance of winding up correctly

Find out why it's important to wind up an SMSF correctly.
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Winding up a self-managed super fund (SMSF) > Calculate and distribute member benefits

Learn about calculating and distributing the value of each member's benefit on wind up of an SMSF and where these benefits are distributed.
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Running a self-managed super fund (SMSF) > Arrange and receive an SMSF audit

Understand you must have an approved SMSF auditor undertake an independent audit of your fund
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Winding up a self-managed super fund (SMSF) > How your SMSF is regulated

Find out how your SMSF is regulated and where you can get additional support.
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Setting up a self-managed super fund (SMSF) > How your SMSF is regulated

Find out how your SMSF is regulated and where you can get additional support.
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Running a self-managed super fund (SMSF) > How your SMSF is regulated

Find out how your SMSF is regulated and where you can get additional support.