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

Logo for Dr Chris Mitchell & Ms Kirsty Browne-Cooper
A significant medical invention with a potentially large international royalty stream was a great step towards financial independence, but we had no idea of how to manage the finances or tax implications.

CapitalQ guided us through the process of setting up a business including utilising Trust structures, resulting in a significant increase in the after tax financial returns from the invention.

They now care for our entire family’s tax issues and returns.

We could not be happier
Dr Chris Mitchell & Ms Kirsty Browne-Cooper

Dr Chris Mitchell & Ms Kirsty Browne-Cooper

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