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  • April due date for TBAR

    If an event occurred in your self-managed super fund (SMSF) member's transfer balance account between 1 January and 31 March 2020, you need to lodge a transfer balance account report (TBAR) by 28 April. If no transfer balance account event occurred, you have nothing to report and don't need to lodge a TBAR.

    A TBAR is required if:

    If an event occurred in your members' transfer balance account and all your members have a total super balance less than $1 million, you can report the event by lodging a TBAR when your SMSF annual return for the year is due.

    If any of your members have exceeded their transfer balance cap and we've sent them an excess transfer balance determination, or a commutation authority, different reporting deadlines will apply. See the what and when to report information on our website.

    If you have to lodge a TBAR, an online form is the quickest and easiest way to complete the report. View all the reporting methods available for agents, trustees and administrators.

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      Last modified: 26 Mar 2020QC 61942