Winding Up an SMSF Webinar

How to efficiently and effectively wind up an SMSF

Wednesday, 2 December 2020

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Step-by-step procedure to wind up an SMSF
The essential timing requirements
Audit & compliance finalisation
Managing rollovers

The Winding Up an SMSF Webinar is an essential, core training session for any adviser working with established SMSFs.

Winding up an SMSF can be problematic. Disposing of all the SMSF assets, settling liabilities and receivables and timing of the final rollover can seem like you are moving towards a never-ending target.

In this essential webinar, we take you step by step through the process including indicative timelines, how to ensure a smooth audit sign off, strategies to deal with assets that are difficult to liquidate, and finalising the SMSF’s reporting requirements with the ATO.

Plus, working with clients and the issues they need to understand.

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Wednesday, 2 December 2020

12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
11:30am SA
11:00am
QLD
10:30am NT
09:00am WA

1.25 PD Hours
Reference notes included
Recording access for 3 months

FPA points pending

What we cover

This practical webinar takes you through:

  • Step-by-step guidance on how to wind up an SMSF
  • Timing - How to make sure you’ve got enough time to wind up a fund
  • How to make sure that audit sign-off happens smoothly
  • Strategies to manage assets that are difficult to liquidate and practical measures to ensure these assets can be dealt with
  • Finalising the SMSF’s reporting requirements with the ATO to formally close an SMSF
  • Steps involved to pay out the rollover

Our Presenter

Chloe Ward
National Superannuation Technical Manager | Easton Wealth

Chloe is a sought after commentator and presenter on superannuation and risk. She has a way of transforming technical considerations into practical and transferable knowledge for professional advisers.

She has over 15 years experience in the wealth and risk sectors, working with accountants and advisers to build their technical skills and refine how they deliver these services to clients.

Chloe is a former Associate Director of an SMSF Administration group before building her knowledge in risk with one of Australia’s leading and largest insurers.

Specialising in superannuation and retirement planning, Chloe is an SMSF Specialist Advisor, holds a Bachelor of Business (Finance), and an Advanced Diploma of Financial Services.

Chloe Ward
Chloe Ward
National Superannuation Technical Manager, Easton Wealth

Wednesday, 2 December 2020

12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
11:30am SA | 11:00am QLD | 10:30am NT | 09:00am WA

Need group rates? Call (or email) Lee Marshall on 0434 067 133.

Member

Live webinar, recording access for 3 months, reference notes

  • $195 Individual access
  • $430 Office access*
Member Register

Non-Member

Live webinar, recording access for 3 months, reference notes

  • $235 Individual access
  • $480 Office access*
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Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*The office rate applies per office location (maximum number of participants temporarily increased to 20 per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).