SMSF wind up service
If an SMSF is no longer right for you or your clients, we can help you wrap up any prior year's accounting so the fund can be 'wound up'.
Just because an SMSF was a great idea when it was set up, doesn’t mean it will stay that way forever.
An SMSF takes time, effort and attention to manage every year; and the moment that effort outweighs the benefits it is a perfectly reasonable time to wind it up.
Things that can trigger the end of an SMSF include:
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the death or incapacity of a Member;
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ongoing compliance issues;
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the fund is no longer fit for purpose;
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there is a low balance in the fund; or
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the disposal of a key asset in the fund.
At Heffron we are experts at providing you with ‘Everything SMSF’ and that includes wrapping up any years that are outstanding, and supporting you to wind up an SMSF if it is no longer right.
How Heffron can help you wind up an SMSF
01
Finalising SMSF administration for incomplete years
Heffron can assist with the accounting of any incomplete years for your fund. Whether it's just one year to wind up or there are multiple outstanding, our specialist team of administrators can attend to your fund's needs.
02
Assistance in managing compliance issues that stand in the way
If ongoing compliance issues are stopping the wind up of your fund, our expert team of SMSF specialists can help you develop a practical path forward to resolve the fund's compliance issues.
03
Manage audit and tax return for outstanding years
Our team can also assist with audit preparation for your fund/s and are experienced in dealing with the Australian Taxation Office to ensure your return/s go through smoothly.
How to get started
It’s important for our team to understand the reasons why you would like to close the SMSF so that we can provide an accurate quote for this service. They will also need to know if there are any compliance issues.
If you choose to proceed we have mapped out the transition process in the flyers below, so you know what to anticipate before winding up.
Request a quote to wind up an SMSF
To learn more and request a quote for this service fill in the form below and one of our team will be in touch.
Alternatively you can call our Client Relationship Team with any questions or to request a quote on 1300 433 376.
Learn more about winding up an SMSF
Windups: Tips and Tricks webinar recording
In this webinar for professionals, we walked through the wind up process, explored common problem areas, and showed you how to make the process as simple as possible.
Webinar was recorded in June 2026
$176 (incl GST)
Please note: To purchase you will be taken through to our new platform – in the top right you'll see a 'Purchase' button. To purchase you will need to either create an account, sign in to your existing account or you can purchase as a guest.
28 April 2026
How to wind up an SMSF.
Understanding when and how to wind up an SMSF can save members significant time, money, and tax.
2 June 2025
Actuarial percentages for pension funds that are winding up
What actuarial percentage should you use? Particularly since your actuary can’t give you a final figure until the end of the year.
3 June 2025
Actuarial percentages for pension funds that are winding up
Winding up an SMSF can sometimes be tricky, particularly if a pension is involved. What actuarial percentage should you use? Particularly since your actuary can’t give you a final figure until the end of the year.