- Presentations
- Setup and management, Wind up
National Conference 2025
Exiting an SMSF is a critical decision that requires thoughtful planning and having a clear exit strategy is an essential part of setting up an SMSF, as required by ASIC. In this session, Peter explored some of the strategic factors that determine when and why trustees should consider winding up their SMSF. Peter also addresses associated considerations around asset types, tax implications, and alternative investment structures.
Focusing on maximising client outcomes, this session provides insights into how to time an exit effectively and ensure a seamless transition out of an SMSF. While covering the practical aspects of the wind-up process, Peter’s emphasis is on strategic decisions that optimise tax efficiencies and align with long-term client goals.
By watching this session, you will be able to:
- Understand the key strategic factors for determining when and why SMSF trustees should consider actioning their exit strategy to wind up their fund.
- Learn how to evaluate asset types and manage tax implications to ensure a smooth and tax-efficient exit from an SMSF.
- Gain insights into alternative investment structures and strategies to help clients transition out of an SMSF while aligning with long-term financial goals.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association