SMSF Event-based Reporting - Getting the TBAR Right Webinar 

The steps to correctly manage event-based reporting for SMSFs
Monday 21 October 2019

Register Me

Step-by-step process on what needs to be reported and when
Identifying & understanding the problem areas & their solutions
Work through real world examples & case studies including commutation authorities

Event-based reporting obligations have become a key part of the SMSF administration process.  Are you and your team comfortable that you have kept up with the changes?

It's essential for those working with SMSFs to understand how event-based reporting works and to get the processes right. Don't be left behind.

This webinar is a concise summary of the essentials and will ensure your event-based reporting process is on the mark: how event-based reporting works, how to identify which events need to be reported and when, the problem areas you need to be aware of, what you need to do to make sure you get it right, and how you need to change your processes to make sure you keep up with the changes.

This session covers the super transfer balance account report (TBAR), how to best utilise your software, and how to tie it all into an efficient event-based reporting process.

Register Member
Register Me
Register Office

What we cover

This practical session covers:

  • What is event-based reporting & understanding the framework
  • Who is affected and what you need to look out for
  • When you need to report and a summary of the time-frames
  • How to prepare a transfer balance account report (TBAR) form
  • Essential tips and traps and the pitfalls to be aware of
  • How event-based reporting is going to change the way you administer funds
Register Member
Register Me
Register Office

Our Presenter

Ray Itaoui

Director, Hayes Knight

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.

Ray Itaoui
Ray Itaoui
Director, Hayes Knight

Monday 21 October 2019

12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
11:30am SA | 11:00am QLD | 10:30am NT | 10:00am WA

Members

  • $195 Individual access
  • $350 Office access*
Register Member

Non-Members

  • $235 Individual access
  • $390 Office access*
Register Me
Register Office

Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*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.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).