Acccurium education
   <  Back to Accurium

Managing TBA for SMSF members

Transfer balance cap

$120.00 +GST

Audience

This event is recommended for: 

  • Financial advisers wanting to advise clients on SMSFs. 
  • Graduates and new starters in accounting and audit wanting an initial overview of SMSF rules. 
  • Experienced practitioners as an opportunity for a useful refresher on superannuation and SMSF rules for the purposes of CPD. 
  • Accountants working in public practice.
Audience

Learning outcomes

Upon completion of this event, you will be able to: 

  1.   Understanding TBA reporting obligations for SMSFs  
  2.  Evaluation of timing of events and reporting 
  3.  identify events that can lead to adverse outcomes 
Learning outcomes

Relevancy

This event was presented live on 30/01/2024. 

Relevancy

CPD hours

This training provides 1 hour accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Regulatory compliance and consumer protection: 0.25 CPD hours 
  • Tax (financial) advice: 0.75 CPD hours 
CPD hours

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:

  • 1 x hour online event
  • Event slides  
  • Recording and materials available to access for 3 months after the event  
  • SMSF Association accredited CPD certificate for 1 hour
Anthony Cullen PNG6 400x400

Presented by

Anthony Cullen
Senior SMSF Educator
Accurium
SMSF-Association-Accredited-Educator-Logo-2020-2.jpg
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
Accurium-logo-PNG2.png
Sign up to newsletter
Facebook Twitter Linkedin
Copyright © 2023 Accurium Pty Limited. ABN 13 009 492 219