All self-managed super funds (SMSFs) must report transfer balance account (TBA) events on a quarterly basis by lodging a transfer balance account report (TBAR). These events must be reported irrespective of the member's total superannuation balance.
TBAR's for the June quarter are due by 28 July 2026.
If no TBA event occurred during the quarter, then no lodgment is required.
You may need to lodge a TBAR sooner where your member has exceeded their personal transfer balance cap.
Refer to Event-based reporting for SMSFs and TBAR instructions when preparing your TBAR.
How to lodge
The easiest way to lodge is through Online services for business. Your tax agent can also lodge on your behalf.
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