Transfer balance account reporting revisited | Accurium

This webinar will take the opportunity to revisit the transfer balance account reporting (TBAR) regime and its requirements. It will provide a refresher on the rules, in particular for SMSFs which are commencing a retirement phase income stream for the first time, or had a member pass away. Further, we will highlight practical considerations and common mistakes made in completing the TBAR.

Live Q & A

We will be using Slido to track questions submitted leading up to the webinar and live during the session. The most-voted-for questions on the day as well as a selection of live questions that come through during the session will answered by Mel and Mark. Please start entering your questions below.


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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.