Winding Up an SMSF Webinar

How to efficiently and effectively wind up an SMSF

Recorded Wednesday, 2 December 2020

Individual Recording

FPA accreditation: 23049
Total CPD hours: 1.25
0.25 Client Care & Practice
0.25 Regulatory Compliance & Consumer
protection
0.75 Technical Competence

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.

Member Recording 
Individual Recording
Office Recording

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
Member Recording 
Individual Recording
Office Recording

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

Register

 

Individuals

$195 Member
$235 Non-member

 

 

Office

$430 Member*
$480 Non-member*

 

*The office rate applies per office location (maximum 10 participants 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.

 

How to access the recording

  1. Knowledge Shop members, access your discounted pricing by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 - 48 hours).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
    • You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
  4. Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant. 

  

 
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