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Changes to the Transfer Balance Account Reporting (TBAR) regime are set to take effect on 1 July this year. These changes will have a significant impact on the timing that SMSFs report certain events.
In this episode, your host Jessica Griffith speaks to Anthony Cullen, Senior SMSF Technical Specialist, to discuss the reporting obligations for self-managed super funds and how to prepare for it.
LINKS
Want to learn more about SMSFs?
Continue your SMSF journey with our FREE insights email program.
This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits.
Subscribe here: https://bit.ly/3MknEE4
CONNECT
Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE
Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].
CREDITS
Host: Jessica Griffith
Guests: Anthony Cullen, Senior SMSF Technical Specialist
The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.
See privacy information https://bit.ly/3E5H7Uf.
By SuperConceptsChanges to the Transfer Balance Account Reporting (TBAR) regime are set to take effect on 1 July this year. These changes will have a significant impact on the timing that SMSFs report certain events.
In this episode, your host Jessica Griffith speaks to Anthony Cullen, Senior SMSF Technical Specialist, to discuss the reporting obligations for self-managed super funds and how to prepare for it.
LINKS
Want to learn more about SMSFs?
Continue your SMSF journey with our FREE insights email program.
This six-part series delivers education directly to your inbox each week so you can learn the ins and outs of SMSFs in bite-size bits.
Subscribe here: https://bit.ly/3MknEE4
CONNECT
Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE
Got a topic you'd like us to cover? Please drop a comment on our Facebook page or send us an email at [email protected].
CREDITS
Host: Jessica Griffith
Guests: Anthony Cullen, Senior SMSF Technical Specialist
The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.
See privacy information https://bit.ly/3E5H7Uf.