SMSF Establishment to Wind Up: Processes and Procedures

A step-by-step guide covering the establishment & wind up of self-managed superfunds.

This webinar covers what you need to know around the procedures for SMSF establishment through to SMSF wind-up, including:

•    The essential pre-establishment considerations, discussions & decisions for both professionals and their clients

•    The various registration requirements for SMSF’s 

•    Pre-closure considerations for the funds administrator and the fund members, including taxation

•    The necessary steps for an effective and efficient fund wind up

Learning Outcomes:

Attendees will walk away with:

•    An understanding of the restrictions on providing advice for SMSF establishment and wind up

•    Increased knowledge of the reporting and lodgement requirements for SMSF establishment

•    Step by step guides on fund set up and wind up

•    The ability to identify specific client requirements and how to deal with them.

Suited to:

All SMSF Accountants, SMSF Advisors and Financial Planners. 

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz