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Event-based reporting for SMSFs

Understand when and how to report transfer balance account retirement events and respond to commutation authorities.

What events self-managed super funds (SMSFs) must report by certain dates and what happens if reporting is late.

Work out the different methods for lodging a super transfer balance account report (TBAR) and how to correct one.

Information for SMSFs on commutation authorities, including how to respond and what happens after you respond.

See case studies for self-managed super fund (SMSF) scenarios and the associated reporting requirements.

Related Pages

What you need to do if the amount you've transferred into retirement phase exceeds your transfer balance cap.