TBAR, TBC, TSB – be prepared for 2025

22 Jan and 29 Jan 2025

Transfer balance cap

Original price was: $320.00.Current price is: $290.00. +GST

Series special - save $30

Transfer balance account (TBA), transfer balance account reporting (TBAR), transfer balance cap (TBC), total super balance (TSB)… a constant source of change and confusion since the regime was introduced.

We continue to see situations where transfer balance events have not been reported or have been reported incorrectly, which can lead to inadvertent tax bills, lost tax-free pension opportunities, or even financial penalties for SMSF trustees.

The rules around TBAR have changed over time, and the TBC indexation rules are complex leading to individuals with their own personal TBC. The link between an individual’s TSB, the TBC, and contribution caps also means contribution strategies need to be revisited.

The general transfer balance cap is expected to increase on 1 July 2025. Now is the time to start considering how this will impact compliance requirements and planning opportunities for your clients.

These two webinars will equip you with the knowledge to ensure you and your clients stay on top of their TBAR obligations and TBC strategies.

Registration includes:

2x 1.25 hour live online event with opportunity to ask questions of the presenter
2.5 accredited CPD hours from the SMSF Association
Recording and materials available to access for 3 months after each event

Transfer balance account reporting – get it right

Date: 22 Jan 2025
Time: 2:00PM – 3:15PM AEDT

Mistakes in transfer balance account reporting (TBAR) can result in unexpected tax bills, missed tax-free pension opportunities, and penalties for SMSF trustees. With frequent changes to TBAR rules and an increased need for timely reporting, it’s more important than ever to ensure accuracy.

Maximising opportunities under the Transfer Balance Cap

Date: 29 Jan 2025
Time: 2:00PM – 3:15PM AEDT

With the next indexation of the general transfer balance cap anticipated on 1 July 2025, now is the perfect time to evaluate its implications and uncover planning opportunities for your clients.

Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

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 General Terms and Conditions can be accessed here.