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Major Life and Fund Changes

Divorce, separation and winding up are significant events that affect an SMSF differently to routine annual compliance. Trustees often aren't sure where to start, this section walks through what's involved.

What to do when circumstances change

What Happens to Your SMSF When You Divorce or Separate?
 

Trustee obligations, splitting assets correctly, and deciding whether the fund should continue.

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Winding Up Your SMSF


 

The steps involved in closing an SMSF, including the final audit and trustee company deregistration.

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Does Your Super Form Part of Your Will?

 

Annual ASIC obligations, solvency declarations, and keeping your trustee company details current.

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What Happens to Your SMSF If You Become Incapacitated?
 

Annual ASIC obligations, solvency declarations, and keeping your trustee company details current.

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​Why Should Your SMSF Trust Deed Be Reviewed and Updated Periodically?

Why your Trust Deed needs periodic review, and how outdated or overly prescriptive deeds can create problems down the track.

Copyright Lifetime SMSF Pty Ltd | Privacy | 

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioners Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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