SMSFs and the Transfer Balance Cap


This webinar will outline details of what Transfer Balance Cap events are reportable and the timeframe required to comply with the new reporting regime.

Anyone practicing in the area of SMSFs should attend this webinar to ensure that their practice and their SMSF clients are on track for TBAR.

The session will include practical tips and case studies.

Webinar Learning Outcomes:
Attendees will come away from the Webinar with a thorough understanding of the TBAR requirements.

Suited to:
SMSF Professionals, and Accountants who have clients with SMSFs.

Presenter Bio:
Paul Rafton is a Superannuation Partner for BDO Australia. He has more than 27 years’ experience in accounting and superannuation fund compliance and administration. In particular, Paul has spent the past 22 years specialising in Self-Managed Superannuation Funds where he advises clients on compliance issues and techniques to enhance and protect their retirement savings.

You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter

What you need to know about the Transfer Balance Cap before 30 June 2018.

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.