TBAR, Rollovers and the Transfer Balance Scheme
Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation
Description
Don’t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice. Get the what, when, why and how of TBAR Reporting, what you need to consider, and what to do if you get it wrong.
TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How
- TBAR: what needs to be reported and when
- Why you might consider early reporting and the consequences if you don’t
- Reporting for personal injury compensation
- What to do if you get it wrong
- Things you need to consider for your clients and your practice
Presented by Kim O’Brien, Private Client Services, Tax, EY
This webinar will be streamed at AEDT
Accreditation
Attend and Earn 1 CPD Hour
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Presenters
Kim O'Brien is a Tax Partner in EY who specialises in Self- Managed Superannuation Funds (SMSFs) and privately owned businesses. She provides tax advice for clients while they are building their wealth and also during their retirement incorporating contribution and pension management as well as consulting on SIS and tax related issues.
Kim also provides consulting services to SME superannuation practitioner's, including technical opinions and ATO dispute resolution.