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  • Transfer balance cap and transfer balance account reporting webinar – November 2018

    This webinar provides guidance for SMSF trustees and professionals on the transfer balance cap and transfer balance account report requirements. It also discusses:

    • where you can find information online
    • excess transfer balance (ETB) determination
    • ETB tax assessment
    • commutation authority processes.

    Watch:

    Media: Transfer Balance Cap and TBAR reporting
    http://tv.ato.gov.au/ato-tv/media?v=bd1bdiunmxyh4r (Duration: 56:05)

    Download a copy of the presentation slides (PDF 1.21MB)This link will download a file

    See also:

      Last modified: 17 Dec 2018QC 57661