SMSF Rollovers & Wind-Up Services
Whether you are rolling super into or out of your SMSF, or closing the fund altogether, UV TAX makes sure every step is done correctly and nothing is left outstanding.
✓ Free consultation✓ Free fixed-fee quote✓ Clean, compliant exits
What we help with
Rollovers in
Moving super from other funds into your SMSF.
Rollovers out
Moving a member’s benefits to another super fund.
Member exits
Paying out or transferring benefits when a member leaves.
Fund wind-up
Selling or transferring assets and closing the fund.
Final accounts & audit
Final financial statements and independent audit.
Final annual return
The fund’s final return lodged and registrations cancelled.
Steps to wind up an SMSF
- Confirm the decision in trustee minutes
- Sell or transfer fund assets
- Roll over or pay out member benefits
- Pay final expenses and taxes
- Prepare final accounts and arrange the final audit
- Lodge the final annual return and close the bank account
Why choose UV TAX for your SMSF
- Offices in Truganina and Point Cook, plus phone and online meetings Australia-wide
- Rated 5.0 by our clients on Google
- Registered tax agent with a Xero certified team
- Annual accounts, tax return and independent audit coordinated for you
- Free consultation and a free fixed-fee quote
- Plain-English explanations of your obligations as trustee
Who we help
Couples & families
Members who want to manage retirement savings together.
Business owners
Owners considering business real property in their SMSF.
Retirees
Members starting or managing pensions from their fund.
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Lodged & done
We finalise and lodge on time, and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call us for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
How long does it take to wind up an SMSF?
It depends on how quickly assets can be sold or transferred. Many wind-ups are completed within a few months.
Do I still need an audit when closing my SMSF?
Yes. A final audit is required before the final annual return is lodged.
How much does it cost?
Call 0466 268 405 for a free consultation and a free fixed-fee quote.