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

Bringing in Tom and Duncan has been an excellent decision for my business. With their guidance we implemented WorkFlowMax and Xero, both of which have significantly streamlined our processes. Combined with the monthly management support I’ve been able to focus more on our core business and increase efficiency.

I highly recommend Tom, Duncan and the CapitalQ Team to all those seeking a Business Accountant in Perth, WA.

Adam Pratt

Director - Soilwater Group

Footer
FREE guideHow to Choose the Right Accountant LinkedIn icon