Transfer balance cap: online TBAR lodgment for agents webinar recording

Online services for agents is available for you to lodge electronic transfer balance account reports (TBARs) for your clients.

We hosted a webinar for tax agents on Tuesday 30 April 2019 that covered:

• how to complete and lodge the online TBAR form
• advantages of using the online form, including avoiding common reporting errors that cause reverse workflow
• a recap of what you need to report and when, as well as what you don’t need to report
• an overview of clients' transfer balance cap information agents can view.

This complements other webinars available to support agents and SMSF professionals about the transfer balance cap and their reporting obligations.

Note: From 1 July 2023 the concession allowing annual reporting of transfer balance events with the SMSF annual return no longer applies. This means all SMSFs must report transfer balance events no later than 28 days after the end of the quarter in which it occurred.

You can watch the recording webinar below, or download a copy of the presentation slides (PDF, 1.3MB)This link will download a file.

Watch:

Watch our past webinar recordings.

Watch our webinar about the online lodgment of transfer balance account reports (TBAR) via Online services for agents.