Winding up a SMSF

There may come a time when a SMSF is no longer relevant to meet the needs of the fund members and a decision made to wind up the fund. | taught by Aaron Dunn
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Aaron Dunn
Aaron Dunn
CEO & Co-Founder

About the Instructor

When it comes to self-managed super, professionals, industry and Regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program.

Aaron is a CPA and SMSF Specialist, is the CEO & Co-Founder of The SMSF Academy.

Aaron is a former nationally ranked high jumper, having achieved a personal best of 2.14m. He is married to wife Natalie, with three young children - twins, Ella & Thomas and Benjamin.

When Aaron is not talking about superannuation, you will find him talking about sport, especially AFL football.

There may come a time when a SMSF is no longer relevant to meet the needs of the fund members and a decision made to wind up the fund.

In this webinar, Aaron explores the key decisions and steps involved in winding up a SMSF. He shares key insights and guidance as to the approach trustees should take in meeting their administrative requirements and the needs of the members in transferring benefits from the fund.

CPD Points

This webinar has yet been awarded CPD points by the SMSF Association. For all major accounting bodies (CPA, CAANZ, IPA), this webinar will count as 1 x hour towards your continuing professional education (CPE) hours.

Course Contents

1 Quiz
1 Text
2 PDFs
1.0 hr