SMSF in focus

Winding up an SMSF

All good things must come to an end. We manage the wind-up process for you

If an SMSF is no longer appropriate for you for whatever reason, it’s possible to pay out the funds or roll over to another super fund and then wind the SMSF up.

When winding up your SMSF, there are a number of requirements that must be followed to legally and effectively close the fund. You must:

If only one member is wanting to leave the fund, and there will still be at least one member left, you do not have to wind the SMSF up. You can simply roll over that member’s share of the SMSF to another super fund. It’s possible that your SMSF may need to be restructured after the exit of a member, so keep that in mind. 

We can take care of the entire winding up process for you, preparing and lodging all necessary documentation while managing the process. With the help of SMSF In Focus, you can wind up your self-managed super fund in the most effective, compliant, stress-free process possible.

Taking Care of Your SMSF From Beginning to End

Working with us is easy, fast and cost-effective

SMSF Setup

Correctly and compliantly establish your SMSF ready to invest for your retirement

SMSF Investment Strategy

Expertly designed around risk, liquidity, diversification and cash flow requirements


Increasing borrowing capacity and sourcing the best loans to fund your investments

Annual Compliance Reporting

Maintain compliance with our accountants preparing annual accounts, tax return and audit

SMSF Insurance

Protect yourself, your loved ones and your assets with a comprehensive insurance strategy

Retirement Planning

Put a plan in place to create the income you need to fund your lifestyle goals in retirement

Pensions & Withdrawals

Access your SMSF with tax-effective income streams and withdrawals after meeting a condition of release

Winding Up an SMSF

Correctly wind up your SMSF according to the trust deed and compliance regulators