WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
SMSF Wind Up Service
When an SMSF stops making sense, WE’re here to help you navigate the transition.
WE.
An SMSF might have been the right call at the start—but that doesn’t mean it will stay that way.
Running a fund takes real time and effort, and once that burden outweighs the benefits, winding it up is simply smart.
You might hit that point due to:
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a member’s death or incapacity
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ongoing compliance headaches
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the fund no longer doing the job
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a low balance
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selling a major asset
WE. handle all things SMSF, including cleaning up outstanding years and helping you shut down the fund when the time is right.
How WE can help
Finalising administration for incomplete years
Assisting with compliance issues
Managing audit and tax returns for outstanding years
WE can complete the accounting for any unfinished years in your fund. Whether you’re closing out a single year or several, our specialist administrators will take care of everything your fund needs.
If compliance problems are holding up your wind‑up, WE can help. Our SMSF specialists work with you to map out a practical, efficient path to resolving the fund’s compliance challenges.
WE prepare your fund’s audit requirements and handle tax return lodgements. Our team is experienced in navigating the ATO process to help ensure your returns progress smoothly.
How WE make it work
It’s important for us to understand why you’re looking to close the SMSF so we can provide an accurate, transparent quote for the service. We’ll also need to know whether there are any compliance issues that may affect the wind‑up process.
If you decide to move ahead, WE’ve mapped out the full transition in the flyers below—so you know exactly what to expect before the SMSF is wound up.
Request a quote
To learn more or request a quote, simply complete the form below and one of our team will be in touch.
Prefer to talk it through? Call our Client Relationship Team on 1300 459 101 for questions or a quote.
Wind‑ups: Tips and Tricks article
In this professionals‑focused piece, WE unpack the wind‑up process, outline where issues usually arise, and guide you on how to navigate the close‑out with clarity and ease.
SMSF WIND UPS
An SMSF wind‑up demands more than asset sales and paperwork; it requires a strategic approach that protects compliance, tax efficiency and client outcomes. Our latest article explores the critical steps and common pitfalls professionals should be across before initiating the process.
WE. Better Smarter Together
LOCATIONS
MELBOUNRE - Scottish House 90 William Street, Melbourne, VIC, 3000
GOLD COAST - Level 3/209 Robina Town Centre Dr, Robina Queensland 4226
CONTACT
Phone: 1300 459 101
