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  • Reporting methods (forms) and lodgment

    There are a number of ways you can lodge the transfer balance account report (TBAR).

    On this page:

    Lodging an online form

    Online form – trustees and administrators

    You can lodge a TBAR electronically by completing an interactive online formExternal Link in the Business Portal. To complete the report:

    • Select Online forms in the left hand menu.
    • Select Transfer balance account report (TBAR) from the list. This report will only display if your administrator has been given the permissions in Access Manager to allow the standard user to prepare and lodge the report.

    The online report contains on-screen help.

    Events reported via the online form are generally processed by our system within 24 hours.

    Online form – tax agents

    You can lodge a TBAR electronically by completing an interactive online form in Online services for agents.

    The online TBAR form has a number of advantages for tax agents over paper lodgments, including:

    • pre-filling the supplier and provider details with your details and your SMSF client details
    • pre-filling the member details for second and subsequent events for the same member
    • inbuilt verification rules to reduce reporting errors and reverse workflow
    • events reported via the online form are generally processed by our system within 24 hours.

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    To complete this report:

    • select the client
    • select Lodgment from the list
    • select Client forms from the drop-down menu
    • select Transfer balance account report
    • complete the form and lodge it.

    Lodging a paper report

    If you have more than one member you will need to complete multiple reports.

    You can report up to four events for the same member on a paper report. You will need to provide all the details for the first event you are reporting at 'event one', all the details of the second event at 'event two' and so on.

    Download the paper report (NAT 74923)

    Lodge via the Tax Agent Portal, Business Portal or post. You should allow 28 days from the day we receive your paper form for us to process it.

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    Bulk data exchange (BDE)

    Submit through the file transfer facility in the Business Portal, Online services for agents or Tax Agent Portal. This method allows you to report multiple events for multiple members.

    Events reported via bulk data exchange are generally processed by our system within 24 hours.

    The file must meet our bulk data entry specifications and you will generally need support from a software provider to do this.

    See also:

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    Last modified: 31 Oct 2019QC 53363