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Are you wound up over wind-ups?

Recorded live 15 Feb 2024
Expenses, tax and administration

$360.00 +GST

Audience

This event is recommended for: 

  • All practitioners who may or will be involved in assisting clients through the process of winding up their SMSF 
Audience

Learning outcomes

Upon completion of this event, you will be able to: 

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

Relevancy

This event will be presented live on 15 February 2024. 

Relevancy

CPD hours

This training provides 3 hours accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Technical competence: 0.5 CPD hours 
  • Regulatory compliance and consumer protection: 0.5 CPD hours 
  • Tax (financial) advice: 2 CPD hours 
CPD hours

Join us for an informative workshop where we’ll equip you with the knowledge and insights needed to navigate the self-managed superannuation funds (SMSF) wind-up process with confidence. We will delve into the complexities surrounding SMSF wind-ups to help you more effectively serve your clients in this crucial phase of their superannuation journey. 

Did you know that around 16,000 SMSFs wind up each year? Winding up an SMSF is a critical process that involves various compliance, taxation and practical considerations. Leaving it for the last minute can lead to complications for both trustees and professionals involved in the process.  

Don’t miss this opportunity to enhance your expertise in SMSF wind-ups. By attending our workshop, you will be better equipped to guide your clients through the complexities of SMSF wind-ups, ensuring a smooth and compliant transition as an SMSF comes to the end of its life cycle. 

If you have any specific SMSF wind up issues or scenarios for consideration, we encourage you to submit them to [email protected] prior to the day of the workshop and we will look to have them included for discussion in the workshop.  

Registration to this event includes: 

  • 3 hour live online event with opportunity to ask questions of the presenter 
  • Learning guide, slides and case studies  
  • Recording and materials available to access for 3 months after the event  
  • SMSF Association accredited CPD certificate for 3 hours 
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Presented by

Anthony Cullen
Senior SMSF Educator
Accurium
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Terms and 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 Accurium’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, Accurium 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. Accurium 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 Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
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