TBC & TBAR – be prepared for 1 July 2023

$280.00 +GST

Transfer balance account reporting (TBAR) helps the ATO track an individual’s transfer balance account (TBA) and so compliance against the transfer balance cap (TBC). Despite the TBAR regime having been in place for nearly six years it remains a topic which generates confusion and questions from our clients. It doesn’t help that the rules around TBAR and the TBC are changing again from 1 July 2023. 

This won demand training will provide a dive into the rules and requirements when it comes to navigating and complying with the TBAR and TBC regime. Incorrect reporting can lead to additional administration work and excess transfer balance tax. We will explain the new streamlined reporting regime applying from 1 July 2023 and the increase in the TBC and what this means for your clients and consider a range of reporting events using case studies to highlight practical considerations and common mistakes. 

Registration to this event includes: 

  • 2 hour recording
  • Learning guide, slides, and case studies
  • Recording and materials available to download for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 2.5 hours 

Presented by

Melanie Dunn
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.