Winding Up an SMSF Webinar 2024
Recorded 17 April 2024. How to efficiently and effectively wind up an SMSF.
Winding up on death of a member
The essential timing requirements
Audit & compliance finalisation
Recorded 17 April 2024
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.
Total 1.25 CPD Hours
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.
- 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
Natalie Scott
Superannuation Adviser, Knowledge Shop
Natalie 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 (and wants!).
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.
Winding Up an SMSF Webinar 2024
Superannuation
1.25 hours | 4 modules
Investment per person: $ 213.64 + GST
Team cost: $ 540.91 + GST
You can’t use team rate, please either signup or login to access team rates
CPD Hours: 1.25 hrs
FS
SMSF
Tax Accounting
General