We offer comprehensive winding up services to assist trustee with every step of the process.
Our services include:
- prepare the last financial reports and tax return
- engage auditor to complete the last audit for your SMSF
- advise trustees the tax payable/refundable amounts and associated fees
- prepare all roll over statements for the transfer
- lodge the last tax return and liaison with ATO in regards to the winding up process
- help with the corporate trustee cancellation if your SMSF or the bare trust has a company as the trustee
- notify trustees in writing when winding up process completely finished
- archive all the previous tax returns and permanent documents in our server
We will retain your SMSF files and documents in our server for 10 years before deleting them.
It is free of charge if you request any documents from us after the completion of the winding up process.
We guarantee you will have extra peace of mind for winding up your SMSF!