Winding up an SMSF

We understand that closing a self-managed super fund (SMSF) can be a complex and daunting process. Not only do you need to make decisions regarding the assets in the fund, but the paperwork and tax requirements can be intricate.

We can help you every step of the way

We’ve partnered with Findex to offer an SMSF wind-up service to our members that provides the expertise, guidance and knowledge required when closing an SMSF.

CareSuper is an award-winning super fund and is passionate about helping its members save for their retirement. As an industry super fund, CareSuper is run only to profit members. You can find out more about the benefits of being a member or join CareSuper online here.

Why we chose Findex

Findex provides practical accounting, audit, tax, business advisory and financial advice to individuals and businesses and they also have specialised SMSF knowledge.

Findex prides itself on being large enough to offer a range of expertise and skills, whilst at the same time maintaining strong client relationships to provide a tailored, personalised service. All members of the SMSF team at Findex are qualified and experienced SMSF accountants and administrators.

Findex also has a comprehensive network of over 80 offices Australia-wide, so face-to-face meetings can also be arranged. To find out more about Findex, visit www.findex.com.au.

Discounted pricing structure for CareSuper members

CareSuper and Findex have negotiated discounted rates for CareSuper members with the price ranging from $1500–$1800 (plus GST) for basic SMSF wind-ups and $2000–$2500 (plus GST) for more complex funds. The service includes an SMSF audit for an additional fee of $470 (plus GST).

If you’re not already a member of CareSuper, you can join online here.

Please note that fees will vary slightly depending on the complexity of each situation. For a quote based on your circumstances, book a call-back from a Findex representative.

Tell me more about the SMSF wind-up service

We know you’ll have plenty of questions and we’re here to help you understand the process.

Find out more about the SMSF wind-up service, including pricing and frequently asked questions.

Making the right decision for you

There can be a lot to consider when deciding whether your self-managed super fund is providing you with the best means to save for your retirement. Take a look at some of the things to consider if you are unsure whether winding up your SMSF is right for you.

Let’s get started

If you’re interested in closing your self-managed super fund, or if you’d like to speak to someone about the process, request an obligation-free call-back from a Findex SMSF specialist, who will discuss the process with you in greater detail and outline the next steps.