Understanding SMSFs

Understand the changes to SMSFs and what to consider if you're thinking about winding one up.

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.

  • Learn about the key features and differences between public offer super funds and SMSFs
  • Hear from others who have switched from an SMSF to a public offer super fund
  • Understand your tax implications when closing an SMSF
  • Use our step-by-step checklist to winding up an SMSF

Complete the form to get your complimentary copy.

 

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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.