Tag Archives: TBAR

TBAR lodgements

Transfer Balance Account Reporting (TBAR) is a new event based reporting requirement to report superannuation members balance of their $1.6m transfer balance cap. From 1 July 2017 all trustees of superannuation funds including SMSF's are required to report certain transactions and balances of members in retirement phase. SMSF trustees will either be required to report the transactions and...
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Superannuation updates – 2018

Last years Budget announced major changes to superannuation not seen for over a decade. The changes will introduce increased reporting requirements with the new reporting to occur before 30 June 2018. The reporting requirements will be ongoing for the life of superannuation members and the announced changes are likely to impact superannuation balances in the...
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