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Recorded Webinars

Recorded Webinar: Managing the Transfer Balance Account Reporting Obligation in SMSFs

Confusion continues to surround the transfer balance account reporting obligations that now apply. This session examines the challenges of the reporting obligations and the lessons we can learn from how they operate in practice. It covers: Wha

Date/Time

About the Webinar

Confusion continues to surround the transfer balance account reporting obligations that now apply. This session examines the challenges of the reporting obligations and the lessons we can learn from how they operate in practice. It covers:

  • What is reportable and when? - events that affect a member’s transfer balance

  • Events an SMSF does not have to report

  • What happens when fund is reporting quarterly when pension started on 1st July?

  • Are lump sum payments reportable under TBAR?

  • What is reportable under TBAR when a pension does not meet pension standards?

  • Drawing above client’s minimum pension - do you report excess pension as a debit?

  • Paying a lump sum when in accumulation - what are TBAR reporting requirements?

  • Is it still necessary to lodge a report where there are no reportable events?

  • What are the penalties for failing to lodge TBAR report on time?

  • Case studies on TBAR reporting

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 16 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

Who Should Attend?

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. FASEA category “Technical Competence” – 1 hour.

Enquiries/Assistance

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: [email protected]

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