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Transfer balance account reporting – get it right

22 Jan 2025 2:00PM – 3:15PM AEDT
Transfer balance cap

$160.00 +GST

Audience

This training is recommended for: 

  • All practitioners working with SMSFs
Audience

Learning outcomes

On completion, participants will be able to:

  • Explain the debits and credits required to be reported under the TBAR regime
  • Identify the due dates for reporting TBAR events
  • Understand how to complete a compliant TBAR
  • Explain the TBAR requirements in special circumstances such as upon death and failure to pay minimum pensions
  • Assess TBAR errors and understand how to rectify them
Learning outcomes

Relevancy

This event will be presented live 22/01/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 0.75 CPD hours
  • Tax (financial) advice: 0.50 CPD hours
CPD hours

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.

In this session, designed for all SMSF practitioners, we will cover:

  • Current TBAR rules and how to stay compliant.
  • Identifying and correcting errors to avoid financial repercussions.
  • Practical insights through case studies to simplify reporting for you and your clients.

 

Don’t let reporting errors impact your clients’ outcomes. Join us to master the complexities of TBAR and confidently meet your clients’ reporting obligations.

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter
  • 1.25 accredited CPD hours from the SMSF Association
  • Recording and materials available to access for 3 months after the event
Melanie-Dunn-Editorial-Headshot-V2

Presented by

Melanie Dunn
Principal
Accurium
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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.
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