TBAR Reporting – What you really need to know……

With TBAR reporting commencing from 1 July 2018, have you got the right information, processes and technology in place to make sure you stay on top of reporting requirements?
View this recording presented by Jeevan Tohki from BGL as he covers:

• What is a TBA, TSB and TBAR
• Excess determinations
• TBEN form
• Accumulation Phase Value (APV)
• Reversionary Pensions
• 2018 SMSF Annual Return
• TBAR practical implications
• TBAR strategies
• ATO – Can I get information?

Jeevan is a Product Manager with BGL Corporate Solutions Pty Ltd

Details

Knowledge Area:
Practice Management, SMSF Administration, Taxation
CPD Points:
1

Speakers:

Jeevan Tokhi SSA

Jeevan has been working for BGL and with SMSFs since 2005 and holds the qualifications of B.Bus (Acc), CPA (SMSF Specialist) and SSA. Jeevan loves working with professional firms to reduce SMSF Administration costs through intelligent automation and digitising the firm’s compliance challenges.