Streamlining transfer balance account reporting

$120.00 +GST

With the move to the streamlined transfer balance account (TBA) reporting regime, what can SMSFs do to ensure that they meet their reporting obligations and avoid any late lodgement penalties? In this session Mark Ellem will review the compliance requirements for TBA reporting and Garry Johnston will demonstrate how an SMSF can determine the value of a new retirement pension for TBA purposes and report the amount to the ATO using SuperConcepts’ SMSF compliance and administration platform, SuperMate.

Registration to this event includes: 

  • 1 hour recording
  • Recording and materials available to download for 3 months after you have purchased the event  
  • SMSF Association accredited CPD certificate for 1 hour  
Mark Ellem Accurium Education

Presented by

Mark Ellem
Head of Education
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