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Winding up services

We offer comprehensive winding up services to assist trustee with every step of the process.

Our services include:

  1. prepare all the outstanding financial reports and tax returns
  2. engage auditor to complete the audits for your SMSF
  3. advise trustees the tax payable/refundable amounts and associated fees
  4. prepare all roll over statements for the transfer to retail/industry funds
  5. prepare all the pension documents/TBAR reports if the balance needs to be paid to members as pension payment
  6. lodge the last tax return and liaison with ATO in regards to the winding up process
  7. help with the corporate trustee cancellation if your SMSF or the bare trust has a company as the trustee
  8. notify trustees in writing when winding up process completely finished
  9. archive all the previous tax returns and permanent documents in our server

We will retain all 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!

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Enquiry Now