Winding Up An SMSF

There are a number of reasons why you may need to winding up a self managed super fund (SMSF):

  • All the members have left the self managed super fund (SMSF) (eg – they have died)
  • All the benefits have been paid out of the fund
  • The fund may no longer meet the definition of an Australian superannuation fund because the trustees have moved overseas permanently
  • The members may have found that they are not ready for the complexity and law surrounding a self managed super fund and the time it takes to manage the fund.

For more information and alternative options for your superannuation call us today on 1300 587 673 or email

Also visit our financial planner website here

Please also visit the ATO web site here

Download the  "Winding Up A Self Managed Super Fund" by clicking on the image below.

Winding Up A Self Managed Super Fund