How to efficiently and effectively wind up an SMSF
Recorded Wednesday, 2 December 2020
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.
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
National Superannuation Technical Manager, Easton Wealth
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