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Recorded Webinars
Recorded Webinar: Transfer Balance Account Reporting – Understanding the New Reporting Obligations for SMSFs
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
PRESENTED BY
Shaun La Motte
Pitcher Partners
Date/Time
About the Webinar
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:
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What is your transfer balance account?
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Understanding credits and debits to your account
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TBAR reporting requirements from 1 July 2018
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Managing the reporting process
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Exceptions to starting reporting on 1 July 2018
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Consequences of late reporting
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Understanding ATO guidance on event-based transfer balance account reporting
Presented By
Shaun La Motte
Pitcher PartnersWho 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.
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]