Transfer balance account reporting – get it right!

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

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Stay on track with the latest rules, error fixes, and SMSF case studies!

A Live Instructor Led Webinar

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.

Total 1.25 CPD Hours

Dates & Details

Wednesday, 22 January 2025

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

 

SMSF Association accredited for 1.25 CPD Hours.

 

What we cover

This practical webinar covers:

  • 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

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to webinar recording
  • Webinar materials

Our presenter

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.

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.