TBAR, TBC, TSB – be prepared for 2025

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Transfer balance account (TBA), transfer balance account reporting (TBAR), transfer balance cap (TBC), total super balance (TSB)… a constant source of change and confusion since the regime was introduced.

We continue to see situations where transfer balance events have not been reported or have been reported incorrectly, which can lead to inadvertent tax bills, lost tax-free pension opportunities, or even financial penalties for SMSF trustees.

The rules around TBAR have changed over time, and the TBC indexation rules are complex leading to individuals with their own personal TBC. The link between an individual’s TSB, the TBC, and contribution caps also means contribution strategies need to be revisited.

The general transfer balance cap is expected to increase on 1 July 2025. Now is the time to start considering how this will impact compliance requirements and planning opportunities for your clients.

These two webinars will equip you with the knowledge to ensure you and your clients stay on top of their TBAR obligations and TBC strategies.

Dates & Details

Wednesday, 22 January 2025 & Wednesday, 29 January 2025

Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA

Registration includes:

• 2x 1.25 hour live online event with opportunity to ask questions of the presenter
• 2.5 accredited CPD hours from the SMSF Association
• Recording and materials available to access for 3 months after each event