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  • Transfer balance cap: online TBAR lodgment for agents webinar recording

    Online services for agents is now available for you to lodge electronic transfer balance account reports (TBARs) for your clients.

    We hosted a webinar for tax agents on Tuesday 30 April 2019 that covered:

    • how to complete and lodge the online TBAR form
    • advantages of using the online form, including avoiding common reporting errors that cause reverse workflow
    • a recap of what you need to report and when, as well as what you don’t need to report
    • an overview of clients' transfer balance cap information agents can view.

    This complements other webinars available to support agents and SMSF professionals about the transfer balance cap and their reporting obligations.

    You can watch the recording webinar below, or download a copy of the presentation slides (PDF 1.3MB)This link will download a file.

    Watch:

    Media: Transfer balance cap: online TBAR lodgments for agents webinar recording
    http://tv.ato.gov.au/ato-tv/media?v=bd1bdiunx4ep4i (Duration: 50:08)

    See also:

      Last modified: 29 May 2019QC 59053