TBAR - How to Get it Right Webinar

Ensure you have the event-based reporting process right before 28 October. 

 

Want to access the recording?

SMSF Event based reporting webinar

Step-by-step event-based reporting process & what needs to occur before 28 October 2018
Identifying & solving the problem areas
Work through real world examples

 

A walk through of exactly what events need to be reported with worked examples. Plus, how to prepare a TBAR form, and how to best utilise your software to tie it all into an efficient event-based reporting process that ensures you meet all the reporting deadlines.

 

Event-based reporting obligations for SMSFs commenced on 1 July 2018 and have transformed the way accountants manage their work. It's essential for those working with SMSFs to get the process right and be able to identify problem areas before they become a risk. 

 

This webinar ensures that your team are operating at best practice and have the process right before the September Quarter TBAR is due.

Who should attend?

 

A must attend for any accountant, auditor, or advisor working with SMSFs. 

 

 

 

Recorded 16 October 2018

 

Ensure your event-based reporting process is right before 28 Oct 

  • What you need to know before the 28 October deadline
  • How to manage the event based reporting process in practice
  • When you need to report and the timeframe issues - understanding what hurdles you face with meeting the deadlines
  • How to prepare a transfer balance account report (TBAR) form - with worked examples
  • Essential tips and traps and the pitfalls to be aware of
  • Event-based reporting and fund administration - why super software is key and how the administration process has fundamentally shifted to a 'live' environment

Our Presenter

Ray Itaoui

Director - SMSF | Hayes KnightRay Itaoui

 Ray is a Director of Hayes Knight and a registered SMSF Auditor with extensive experience in the audit, accounting and administration of superannuation funds.

 

Ray has expanded Hayes Knight’s Superannuation Division considerably over the last few years. As the head of the SMSF division, he has developed and implemented the processes and procedures to create an efficient, accurate and proactive SMSF compliance, administration and audit service. In addition to his work with Hayes Knight, Ray also heads Hayes Knight’s SMSF audit and administration outsourcing company, Superssentials Pty Ltd. Superssentials is a high quality, Australian based service that ensures there will be no nasty surprises for accounting firms across Australia and the clients they refer.

 

Ray is that rare breed of person who is not only practical but detail conscious with an in-depth understanding of the impact of the regulatory environment faced by the profession.

Register

 

Individuals

$195 Member
$235 Non-member

 

 

Office

$350 Member*
$390 Non-member

 

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

 

How to access the recording

  1. Knowledge Shop members, access your discounted pricing by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 - 48 hours).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
    • You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
  4. Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant. 

  

 
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