Transfer balance account reporting revisited

Live Q & A

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.

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.

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24 Nov 2022

Live Q&A

In this CPD accredited session we will discuss recent updates and issues, and answer your questions about SMSFs and retirement. Live Q&A Attendees will have the opportunity to submit questions to our team prior to the event and we will answer the most-voted-for questions via slido, as well as live questions that come through during the session.

2 Aug 2022

The new ECPI choice rules – what they mean and how to apply them

In this joint webinar with SuperConcepts we will review the ECPI choice rules and the implications of each choice. We will also show how to perform a comparative analysis of the choices using both our Accurium actuarial portal and SuperConcept’s SMSF administration platform, SuperMate.

15 Jun 2022

Your 2021-22 year end SMSF checklist

With the end of this 2021-22 financial year on our doorstep, SMSF trustees and members should take stock of what needs to be done before we move into the 2022-23 income year. Here’s a 10 step checklist to assist with identifying what will need your attention before 30 June 2022.