Winding up your SMSF the right way
Understand the changes to SMSFs and what to consider if you're thinking about winding one up.
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Is it time to say goodbye?
Various changes over the past several years have impacted SMSFs.
Many investors have had to take a closer look at their SMSF to check that it's still the right investment vehicle for their retirement savings.
To help, we've created a guide to winding up your SMSF should you decide that it’s no longer for you.
- Hear from others who have switched from an SMSF to a public offer super fund
- Learn about the key features and differences between public offer super funds and SMSFs
- Understand your tax implications when closing an SMSF
- Use our step-by-step checklist to winding up an SMSF
Assistance
Need help winding up your SMSF?
Our team of qualified and experienced accountants can work with you and the ATO to help close your SMSF and transfer your retirement savings to a public offer super fund.
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Further resources
Learn more about the reasons some people wind up their SMSF, the differences between public offer super funds and SMSFs and read about different account types to suits your stage of life.
The differences between super funds and SMSFs
Depending on where you are in life, there are several types of accounts that could suit your superannuation needs.
If an SMSF is no longer for you, wind it up
SMSFs can be highly advantageous, however there are several reasons that have prompted people to consider leaving their SMSF behind.
Can you take your SMSF overseas?
If you have a SMSF and you're planning to move overseas, there are risks and requirements you need to understand and plan for.
Selecting the right type of account for your stage of life
Depending on where you are in life, there are several types of accounts that could suit your superannuation needs.
Solutions
Learn more about Netwealth's super products
Super
We have account options to suit any stage of your life. Regardless of where you are in your wealth journey, you can take advantage of the range of options in Super Accelerator Plus. Super Accelerator Plus gives you investment flexibility backed by sophisticated technology.
Learn moreSMSF
Don't have time to manage your SMSF? We can do it for you. Our Self Super service provides administration, auditing and technology tools that deliver a convenient and efficient all-in-one SMSF solution.
Learn more