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

What our customers say

We admit we were sceptical, but we are very glad we overcame our hesitations and joined the CapitalQ Community

We had been with our previous Accountant for years, literally 20 plus years, and we thought things were fine, things worked the way they had to and we thought we were happy. So when CapitalQ presented to us we were very sceptical. We hate dealing with tax and accounting matters, and we couldn’t think of anything worse than making a change. Boy were we wrong because the things CapitalQ have implemented have improved the way our business operates out of sight, and made life so much easier for us. We spend much less time on our business administration and we have Kapil and CapitalQ to thank for that!

John and Sina Sceresini

Endeavour Fabrications

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