Date/time: Tuesday 30 January 2024 02:00PM-03:00PM AEDT
The transfer balance account reporting (TBAR) regime was introduced from 1 July 2017 to support implementation of the transfer balance cap (TBC). TBAR helps the ATO track an individual’s transfer balance account (TBA) and compliance against the TBC. In this webinar will explore the rules and requirements when it comes to navigating and complying with the TBAR regime. Incorrect reporting can lead to additional administration work and excess transfer balance tax. We will consider a range of reporting events using case studies to highlight practical considerations and common mistakes and misconceptions made in completing the TBAR, including the transition to the new streamlined reporting regime from 1 July 2023.
Registration to this event includes: