Webinar – The SMSF winding up window is always open

Winding up is not a decision SMSF trustees should be making in June, unless they’re giving themselves 12 months to wind up a fund. There are numerous considerations to ponder prior to making the final decision to wind up because once a fund is wound up there is no going back.

In this webinar, Tim Miller from Smarter SMSF will work through an SMSF wind up checklist to check that all things have been considered and winding up is the right decision. The session will then delve into the wind up process to ensure all the appropriate steps are taken to make sure the SMSF is wound up without any nasty surprises to come.

Learning Outcomes

At the end of this webinar, participants will have an appreciation for:

· the matters that may influence trustees to retain the SMSF

· the matters that may influence trustees to close the SMSF

· the necessary steps that need to be taken to wind up an SMSF

· record keeping obligations once a fund is wound up

Presenter: Tim Miller

Cost: Free

Date: Tuesday 16th April

Time: 12:30 pm – 1:30pm AEDT

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Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.