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.

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What our customers say

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Relieved me of a huge burden, and now keeping my affairs in order and up to date

I came to CapitalQ having experienced substantial business difficulties with my business partner and having been the loser from an Accountant who took sides. I had substantial overdue obligations and the ATO were closing in. I was also highly fearful of my unknown tax position with substantial tax debts likely. CapitalQ went above and beyond to address all issues within my affairs, to bring me entirely up to date with the ATO, and to ensure my resulting tax bill was barely a scratch on what I had feared. They are now keeping my affairs up to date and in order and my stress levels are non-existent relative to those pre-CapitalQ times.
Kim Fewster Kim Fewster

Kim Fewster

Fewsters Farm Honey

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