If you thought LRBAs were complex for such a simple concept then look again. They’re even more complicated when it comes to the Transfer Balance Cap and the Total Superannuation Balance. LRBAs that commenced from 1 July 2017 can be included in a person’s TBC and those that started from 1 July 2018 can be included in your TSB but they’re different amounts. Listen into this webinar to understand what is included and what isn’t included to see whether you or your client’s are impacted.
Webinar Learning Outcomes:
• Understand the implications of the changes to TBAR reporting for LRBAs
• Understand the implications of the changes to Total Superannuation Balance Reporting for LRBAs
All SMSF professionals: Accountants, Auditors and Advisors.
Graeme Colley, Executive Manager, SMSF Technical and Private Wealth for SuperConcepts. Graeme is a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector. Graeme has held senior roles in the Australian Tax Office and as an Assistant Commissioner of the Insurance and Superannuation Commission. Most recently, Graeme was Director, Technical and Professional Standards at the SMSF Association.
Your webinar purchase includes:
• PowerPoint presentation
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
It’s more complicated than you think.