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  • Online TBAR lodgment and TBC information now available

    Viewing transfer balance cap information and lodging the Transfer balance account report (TBAR) is now easier for tax agents using Online services for agents.

    Lodging an electronic TBAR

    You can now lodge a transfer balance account report (TBAR) electronically by completing an interactive form in Online services for agents.

    The electronic TBAR form is the preferred method to submitting this report. It will eventually replace the interim spreadsheet solution and has a number of advantages over the paper form, including:

    • prefilling the supplier and provider details with your details and your SMSF client details
    • prefilling 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 within 24 hours.

    To lodge a TBAR in Online services for agents, select a client, then Lodgment, Client forms and Transfer balance account report.

    Viewing transfer balance cap information

    Using Online services for agents you can view more information about your individual client’s transfer balance cap. This includes:

    • your client’s transfer balance and available cap space
    • your client’s capped defined benefit balance
    • all transactions we have processed and posted to your client’s transfer balance account
    • information about an excess transfer balance determination
    • information about a commutation authority
    • any liability for excess transfer balance tax.

    To view transfer balance cap information in Online services for agents, select your client then Super, Information and Transfer balance cap.

    Note: if you're not the authorised agent for the client you won't be able to see their transfer balance cap information online. They can still access the information themselves on ATO Online (via their myGov account) and email, download or print it for you.

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      Last modified: 15 Apr 2019QC 58462