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TBAR, TBC, TSB – be prepared for 2025

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Master TBAR, TBC, and TSB updates to stay compliant and plan ahead for 2025 changes. 

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The transfer balance regime is complex and ever-changing. With a TBC increase in 2025, join our webinars to stay compliant and plan ahead.

A Live Instructor Led Webinar

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.

  • 22 January -Transfer balance account reporting – get it right (more)
  • 29 January -Maximising opportunities under the Transfer Balance Cap (more)

Save with the series or register for sessions 1 or 2 below.

Register Me Series

AU $319 incl. GST per person

Register Me Series
Total 1.25 CPD Hours

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

What we cover

This practical series delivers:

What's included?

  • 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
Transfer balance account reporting – get it right
1

Transfer balance account reporting – get it right

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.

Register session 1
Maximising opportunities under the Transfer Balance Cap
2

Maximising opportunities under the Transfer Balance Cap

With the next indexation of the general transfer balance cap anticipated on 1 July 2025, now is the perfect time to evaluate its implications and uncover planning opportunities for your clients.

Register session 2

Our presenters

Principal, Senior Actuary, Accurium

Melanie Dunn

Melanie Dunn

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.

Senior SMSF Educator, Accurium

Anthony Cullen

Anthony CullenAnthony has nearly 25 years of experience in the accounting and SMSF industry.

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.