Recorded Webinar: Transfer Balance Account Reporting – Understanding the New Reporting Obligations for SMSFs


15th March 2019

Duration:  approx. 1 hour

The transfer balance account report captures information about super amounts moving into and out of retirement phase accounts. This session looks at the new events based reporting framework and the obligations under it, including:

  • What is your transfer balance account?

  • Understanding credits and debits to your account

  • TBAR reporting requirements from 1 July 2018

  • Managing the reporting process

  • Exceptions to starting reporting on 1 July 2018

  • Consequences of late reporting

  • Understanding ATO guidance on event-based transfer balance account reporting

Our presenter

Shaun La Motte, Director – Superannuation, Pitcher Partners, Melbourne

Shaun joined the Superannuation team at Pitcher Partners in 2011, bringing with him over 16 years' experience working with the superannuation and accounting industries.

As a client director, Shaun specialises in providing specialist advice to individual clients and business entities regarding superannuation legislation, pensions and planning for retirement. An expert in the technical intricacies of superannuation legislation and related tax areas, Shaun presents regularly at industry forums, and has also presented for the CPA Australia's Congress series.

Shaun holds a Bachelor of Business Accounting, is a Certified Practising Accountant (CPA) and is an accredited Self-Managed Superannuation Specialist Advisor with the Self-Managed Super Fund Professionals Association of Australia (SPAA).


This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:
Product Code: WBJMAR19
 Price:  $264.00 (Inclusive of GST)
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