Live Webinar: We Gotta Get Out of This Place - What to Do When Exiting an SMSF


Date: Friday 26th February 2021
Vic, NSW, ACT, Tas: 1.30pm to 2.30pm
Qld: 12.30pm to 1.30pm
SA:  1.00pm to 2.00pm
NT:  12 noon to 1pm
WA: 10.30am to 11.30am


What happens when it’s time to exit the SMSF due to the death of the remaining member? Is there a way to do it tax effectively and efficiently? This session provides tips and traps around winding up or vesting a self-managed superannuation fund, including:

  • Check the trust deed:
    • What provisions do you need to look for in relation to winding up the fund?
  • Withdrawing money before death to avoid the death benefits tax:
    • Does the trust deed permit?
    • When is it worthwhile?
  • Paying out or rolling over superannuation:
    • Do beneficiaries satisfy a condition of release?
    • Can assets be transferred in specie to beneficiaries?
  • Satisfying any liabilities
  • Compliance obligations
    • Completing the final SMSF audit
    • Completing the final SMSF annual return and paying any outstanding taxes
Live Webinars,Superannuation and SMSF audit,Live Webinar: We Gotta Get Out of This Place - What to Do When Exiting an SMSF

Nicholas Ali, Executive Manager – SMSF Technical Support, SuperConcepts, Melbourne

Nicholas is a Technical Services Specialist, with a focus on providing strategic advice to Trustees and Members of Self-Managed Superannuation. He brings extensive knowledge and skill from 20 years’ experience in the financial services sector, including a background in financial planning and as a SPAA Specialist Adviser.


This webinar is suitable for accountants advising in superannuation matters – Australia wide. FASEA – category “Technical Competence” – 1 hour. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

© Television Education Network Pty Ltd 2021

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBRFEB21
 Price:   $264.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.