Transfer balance account reporting – get it right

This session covers the latest rules, error correction strategies, and practical case studies to keep you and your SMSF clients on track. Don’t miss this essential training! 

Avoid tax bills, missed opportunities, and penalties with accurate TBAR compliance. 

Mistakes in transfer balance account reporting (TBAR) can result in unexpected tax bills, missed tax-free pension opportunities, and penalties for SMSF trustees. With frequent changes to TBAR rules and an increased need for timely reporting, it’s more important than ever to ensure accuracy.

In this session, designed for all SMSF practitioners, we will cover:

  • Current TBAR rules and how to stay compliant.
  • Identifying and correcting errors to avoid financial repercussions.
  • Practical insights through case studies to simplify reporting for you and your clients.

Don’t let reporting errors impact your clients’ outcomes. Join us to master the complexities of TBAR and confidently meet your clients’ reporting obligations.

Date & Details

Wednesday, 22 January 2025

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

What we cover

On completion, participants will be able to:
  • Explain the debits and credits required to be reported under the TBAR regime
  • Identify the due dates for reporting TBAR events
  • Understand how to complete a compliant TBAR 
  • Explain the TBAR requirements in special circumstances such as upon death and failure to pay minimum pensions

Assess TBAR errors and understand how to rectify them

Melanie Dunn

Principal, Senior Actuary, Accurium

Melanie Dunn is the Principal and Senior Actuary at Accurium, with over 15 years of experience specialising in Global Retirement Income Systems and SMSF. A Fellow of the Institute of Actuaries of Australia (FIAA) and an SMSF Specialist Adviser (SSA), she leads the development and delivery of superannuation, SMSF, and actuarial services at Accurium.

Melanie is a recognised thought leader and educator in SMSFs and retirement, frequently contributing to industry training and media. She also provides actuarial advice and consultancy services on retirement strategies.

Webinar

Transfer balance account reporting – get it right

22 January 2025 - 22 January 2025

Webinar

$160.00 + GST