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Individual Podcasts

When is the Right Time to Wind up an SMSF?

When does an SMSF stop serving its purpose? This episode unpacks the key legal, tax and estate planning considerations that influence whether - and when - a self-managed super fund should be wound up. From voluntary exits due to complexity, to compulsory wind-ups triggered by deat

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About the Podcast

When does an SMSF stop serving its purpose? This episode unpacks the key legal, tax and estate planning considerations that influence whether - and when - a self-managed super fund should be wound up. From voluntary exits due to complexity, to compulsory wind-ups triggered by death or residency breaches, we’ll explore the real-world scenarios trustees and advisers face.

Presented By

Rowdy Johnson
Practice Leader, Moores Melbourne, Vic.

Rowdy specialises in estate planning and structuring, with a particular focus on self-managed superannuation funds (SMSFs). She is an Accredited SMSF Association Specialist Advisor and a trusted partner to financial advisors and accountants. Her expertise is regularly sought at industry conferences across Australia, where she shares insights into succession planning, asset protection and intergenerational wealth transfer.

Rowdy has built a reputation for delivering clear, practical and deeply considered advice to individuals and families with complex personal and financial circumstances.

With a background that also spans property transactions, tax and duty issues, and retirement living and aged care, Rowdy brings a holistic lens to estate planning—ensuring all aspects of a client’s situation are carefully considered and integrated.

Rowdy is known for her technical excellence, empathy and clarity.  She is particularly skilled at helping clients navigate the significant task of estate planning, guiding them to identify what matters most and make confident, well-informed decisions about their future.

CPD Information

29 minutes 

0.5 CPD hours/units/points

WA Lawyers – TEN is unable to verify that you have earned CPD for this product as we cannot verify that you have listened to the podcast which is a requirement of the LPBWA.  TEN is an accredited provider.

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