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  • Your SMSF clients TBAR due date is changing

    From 1 July, all self-managed super funds (SMSF) will be required to report certain events by lodging a transfer balance account report (TBAR) quarterly. All unreported events that occur before 30 September must be reported by 28 October.

    Over the coming weeks you may be working with your SMSF clients to lodge their 2021–22 SMSF annual return. Some of these clients may also be required to lodge a TBAR along with their annual return.

    While you are working with your SMSF clients who have been lodging the TBAR annually, we encourage you to report any events that have occurred during the current income year. This will make it easier for you and your clients to transition to quarterly reporting from 1 July.

    Last modified: 19 Apr 2023QC 72258