SMSF Wind-up Essentials

A focused two‑hour workshop that equips SMSF advisers and practitioners with the essential know‑how to manage both planned and unexpected fund wind‑ups before the financial year end (30 June).

Equips SMSF advisers and practitioners with the essential know‑how to manage both planned and unexpected fund wind‑ups before the financial year end (30 June).

A focused two‑hour workshop that equips SMSF advisers and practitioners with the essential know‑how to manage both planned and unexpected fund wind‑ups before the financial year end (30 June). The session emphasises early action, clear trustee communication and pragmatic compliance steps so you can close funds cleanly, minimise tax and reporting risks, and avoid last‑minute pressure.

Date & Details

Wednesday, 15 April 2026

Time
1:00pm - 3:00pm AEST
12:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA

What we cover

On completion, participants will be able to:

Explain the steps in the process to wind up an SMSF;
Identify the implications of winding up an SMSF, including the treatment of any outstanding income and/or capital losses;
Evaluate whether an SMSF should be wound up and whether other members could utilise the fund;
Assess how an SMSF can be considered wound up in an income year despite it still having assets post year end.

Anthony Cullen

Senior SMSF Educator, Accurium

Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry.

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.