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May 21 @ 12:30 pm - 1:30 pm AEST
Winding up an SMSF is never as straightforward as it seems. Once the decision has been made, there are other considerations such as does the trust deed impose extra wind up conditions, can SuperStream impact the date and will the auditors be happy.
In this webinar, Shelley Banton, Head of Education at ASF Audits, will discuss winding up an SMSF by covering SMSF trustee requirements; getting the documentation right; avoiding trips and traps; what does the ATO want and a best practice wind up checklist.
Attendees will be able to participate in case studies to assist with a fast learning environment.
This webinar is suitable for:
- Accountants advising in superannuation matters, and
- Practitioners who would like to gain some knowledge or improve their knowledge in this area.
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours:1 hour | Legislated CPD Hours: To be confirmed
Presented by:
Shelley Banton
Head of Education, ASF Audits
Shelley is an accredited SMSF specialist auditor and advisor with over 15 years of experience in the superannuation industry. She is recognised Australia-wide as an expert on SMSF compliance, providing clients with high-level strategic and technical advice.
She is a committee member of the ATO SMSF Auditor’s professional stakeholders’ group, a member of the SMSF Association National Conference Committee and Chair of the SMSF Association Audit Discussion Group.
Shelley specialises in delivering quality SMSF training and education to the private and public sectors; she is a regular presenter at peak industry SMSF conferences and is a well-known author and sought-after industry commentator.
In 2022, Shelley was awarded the SMSF Association’s Chairman’s Award in recognition of her outstanding contribution to the SMSF sector.
