All self-managed super funds (SMSFs) must report transfer balance account (TBA) events that affect members quarterly by lodging a transfer balance account report (TBAR). These events must be reported quarterly regardless of the member's total superannuation balance.
TBARs for the September quarter are due by 28 October 2026. If no TBA event has occurred during the quarter, no lodgement is required.
You should refer to When to lodge a transfer balance account report for SMSFs and the TBAR instructions when preparing your TBAR.
The easiest way to lodge is through Online Services for Business.
You may need to lodge a TBAR sooner where your member has exceeded their personal transfer balance cap.
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