Create Account Member Login

SMSF Wind-up Essentials

Register Me
Register Me
Register Team
Register Team

Equips SMSF advisers and practitioners with the essential know‑how to manage both planned and unexpected fund wind‑ups before the financial year end (30 June).

accurium-logo-horizontal-negative-compress

The session emphasises early action, clear trustee communication and pragmatic compliance steps so you can close funds cleanly, minimise tax and reporting risks, and avoid last‑minute pressure.

A Live Instructor Led Webinar

A focused two‑hour workshop that equips SMSF advisers and practitioners with the essential know‑how to manage both planned and unexpected fund wind‑ups before the financial year end (30 June). The session emphasises early action, clear trustee communication and pragmatic compliance steps so you can close funds cleanly, minimise tax and reporting risks, and avoid last‑minute pressure.

Register Me

AU $360 ex GST per person

Register Me

Register Team*

AU $1080 ex GST (up to 10)
Login to register

Register Team*
Total 2 CPD Hours

Date & Details

Wednesday, 15 April 2026

Time
1:00pm - 3:00pm AEST

SMSF Association accredited for 2 CPD Hours.

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

On completion, participants will be able to:

  • Explain the steps in the process to wind up an SMSF;
  • Identify the implications of winding up an SMSF, including the treatment of any outstanding income and/or capital losses;
  • Evaluate whether an SMSF should be wound up and whether other members could utilise the fund;
  • Assess how an SMSF can be considered wound up in an income year despite it still having assets post year end.

What's included?

  • 2 hour live online event with opportunity to ask questions of the presenter

  • 2 accredited CPD hours from the SMSF Association

  • Recording and materials available to access for 3 months after the event

  • Technical note and slides

Our presenter

Senior SMSF Educator, Knowledge Shop

Anthony Cullen

Anthony Cullen

Anthony joined the Accurium education team in late 2023 and has over 25 years of experience in the accounting and SMSF industry.

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.

He now finds his passion in training and educating on all things SMSF. He has experience in delivering training sessions to staff, trustees and professionals alike. Anthony has contributed to articles and podcasts over the years and is regarded for his ability to keep the complex simple.

He is an SMSF specialist adviser with the SMSF Association and currently serves as a committee member for the association’s SA local chapter.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.