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.
SMSF Professionals, and Accountants who have clients with SMSFs.
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.