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Phone the ATO superannuation line on 13 10 20 from 8am – 6pm Monday to Friday.
For help in other languages, phone the translating and interpreting service on 13 14 50 or +61 392 688 332 if calling from overseas.
If you are deaf or have a hearing or speech impairment, phone the ATO through the National Relay Service (NRS) using the below numbers and ask for the ATO number you need:
- TTY users, phone 13 36 77
- Speak and listen (speech-to-speech relay) users, phone 1300 555 727
- internet relay users, connect to the NRS.
Last modified: 15 May 2024
Winding up a self-managed super fund (SMSF)
Steps | Progress | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
When should I wind up my SMSF? |
3 mins | ||||||||||||||||||||||
Have a plan for when to wind up your SMSF |
2 mins | ||||||||||||||||||||||
Prepare an exit plan |
2 mins | ||||||||||||||||||||||
How to wind up an SMSF |
1 mins | ||||||||||||||||||||||
Check your trust deed |
1 mins | ||||||||||||||||||||||
Get written agreement |
1 mins | ||||||||||||||||||||||
Sell or dispose of your fund’s assets |
1 mins | ||||||||||||||||||||||
Finalise outstanding tax and compliance obligations |
3 mins | ||||||||||||||||||||||
Pay outstanding expenses and tax liabilities |
1 mins | ||||||||||||||||||||||
Calculate and distribute member benefits |
5 mins | ||||||||||||||||||||||
Complete a final audit |
1 mins | ||||||||||||||||||||||
Lodge your final SMSF annual return (SAR) |
1 mins | ||||||||||||||||||||||
Notify third parties |
1 mins | ||||||||||||||||||||||
Close your SMSF bank account |
1 mins | ||||||||||||||||||||||
Keeping SMSF records |
2 mins | ||||||||||||||||||||||
Consider professional advice |
2 mins | ||||||||||||||||||||||
Help and more information |
3 mins | ||||||||||||||||||||||
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Related courses |
1 mins | ||||||||||||||||||||||
Course Feedback |
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