Winding up an SMSF - CapitalQ

Winding up an SMSF

There invariably will come a time when your self-managed superannuation fund has served its purpose and it is time to wind it up.

And when that time comes, you want it done right.

Firstly you want to ensure investments are liquidated in a manner so as to ensure returns are maximised, while tax on those returns is minimised.

Next, you want to ensure the withdrawal of funds, or their rollover, is performed tax effectively.

Finally, you want the process to run smoothly, efficiently, cost effectively and to not drag out!

That’s why you need experienced advisors, who have a track record of achieving the best outcomes for their Clients taking care of this delicate matter for you.

Self-Managed Super

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Tom Meredith representing CapitalQ Chartered Accountants has been my accountant preparing my personal tax returns for the past 3 years. His highly professional and efficient service is the reason why I will be a client for years to come. I, along with friends and family, can not recommend Tom and the Team at CapitalQ highly enough.

Jeff Butterfield

Private Investor

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