It was great to see so many people at the SMSF Association national conference this year. We were also excited to have Julie Steed, Senior Technical Services Manager, present her SMSF exit strategies and alternative solutions.

Julie Steed presenting at the SMSF Conference

SMSF exit strategies and alternatives

An SMSF may no longer be suitable for a client who:

  • is divorcing
  • is moving overseas
  • is losing capacity
  • has been disqualified
  • has been widowed, or
  • is overwhelmed with the compliance and administrative duties of being a trustee.

Small APRA fund

A small APRA fund (SAF) is essentially a self-managed super fund with a professional trustee and could be an alternative solution for these clients.

If you couldn’t make the session you can still download the technical paper or PowerPoint presentation to learn more about SMSF exit strategies and alternative solutions.

Contact us

For further information on exit strategies or the benefits of a SAF please contact Greg Williams on 04 2161 2820 or Luke Costa on 04 0125 4233.