Luke Costa, National Specialist - SMSF Solutions explains the SMSF wind-up options for trustees. Read the article published by Money Management to learn more and earn CPD points.


There are many reasons, or triggers, as to why a client and their adviser may decide to wind up an SMSF. These include:

  • death
  • relationship breakdown
  • trustee capacity and disability concerns
  • disinterest
  • disqualification
  • or non-residency

Understanding the different exit strategy options as well as the benefits to members that a change of trustee to a SAF is increasingly important. These are some of the key factors that members should consider.

  • Investment options
  • Capital gains tax requirements
  • Centrelink implications
  • Insurance policy arrangements
  • Estate planning opportunities
  • Super versus non-super investment

Read the full article to earn CPD points

To find out more and earn CPD points view the article written by Luke Costa and published by Money Management.

If you have any questions in relation to exit strategies for your clients’ SMSFs, please call Luke Costa or our Client Services Team on 1800 078 680.