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  • Quarterly TBARs are due 29 July

    If any member of your self-managed super fund (SMSF) had a total super balance (TSB) of $1 million or more on 30 June in the year before any member starts their first retirement phase income stream you must report any transfer balance account event (TBA) quarterly.

    The next quarterly TBAR due date is 28 July, but as this falls on a weekend, you can lodge TBARs on Monday 29 July without penalty.

    If any member of your SMSF had TBA events during the April–June quarter you need to report these to us as this information isn't captured in the SMSF annual return (SAR). If no TBA event occurred, you have nothing to report.

    If no members have a TSB over $1 million, the due date for reporting TBA events for the past financial year is the same as for the SAR. However we encourage you report earlier where there is a rollover or a member requests a commutation.

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      Last modified: 19 Jun 2019QC 59359