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

My worst nightmare was an ATO audit… when it happened, Tom and the Team resolved all the issues painlessly

I recently received the dreaded notice from the ATO that my business affairs were to be reviewed (a nice way of saying audited). As you can imagine I was immediately pretty stressed and anxious as to what would be involved and what the outcome could be. But CapitalQ handled the whole process so efficiently and professionally, they were able to answer all of the ATO questions and requests for information in a manner that meant further questions and requests for information were not required. This meant that the ATO quickly felt comfortable with what was presented to them and that I was doing all the right things and that there was nothing to be gained by digging further (which there wasn’t, but still, you don’t want them digging further if you can avoid it).

Burak

Personal and Business details withheld for commercial confidentiality reasons

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