March 4, 2020 @ 6:30 pm - March 4, 2021 @ 6:30 pm$125
This recording was presented by the SMSF Association National Conference 2020 on the Gold Coast by Peter Crump, Private Client Advisor, AMP Advice.
So it’s time for the SMSF to cease operating. The fund needs to be wound up.
It is not always a straightforward process and if done the wrong way at the wrong time can lead to unexpected outcomes for the trustees and members.
We will look at the important considerations to be addressed to avoid these problems and to ensure that there are no loose ends.
The session included a checklist of issues which need to be considered by the adviser, accountant, trustees and members.
The recording will provide participants with knowledge and application to:
• understand the reasons why a SMSF needs winding up or to be considered
• understand the consequences of winding up when completed incorrectly or out of sequence
• understand the importance of explaining to clients the pathways to wind up at the time of commencing an SMSF