Transfer balance account reporting revisited | Accurium

This webinar will take a dive into TBAR and disregarded small fund assets to make sure you are across all the requirements for your clients’ SMSF.  We will discuss common concerns and questions, and provide pointers for getting it right to avoid excess transfer balance cap issues.
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This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.