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TBAR for SMSF’s presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 22 May 18 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is TBAR
  • what needs to be reported
  • what does not need to be reported
  • when reporting is due
  • reporting methods.

Author profile

Leanne Connor CTA
Leanne Connor, CTA, is a Director of WGC Business Advisors, a chartered accountancy firm specialising in taxation and strategic advice to SMEs and high net worth individuals. Leanne has over 30 years experience providing accounting, business advisory, strategic superannuation and taxation services. Leanne’s areas of expertise include tax and superannuation planning, business restructuring and understanding the fundamental issues relating to SMSFs, family trusts and private companies. Leanne is a Director and National Council member of The Tax Institute and past chair of its Victorian State Council & PD Committee. She is a regular presenter for The Tax Institute and winner of the 2020 SME Tax Adviser of the Year Award. - Current at 29 January 2026
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This was presented at Super Day .

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Individual sessions

General update - Contributions - What’s changed?

Author(s):  Heather GRAY

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Investments in self-managed super funds

Author(s):  Liz WESTOVER

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Superannuation & estate planning

Author(s):  Daniel BUTLER

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Post super reforms – Time for a rethink on strategies

Author(s):  Aaron Dunn

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ATO areas in focus

Author(s):  Tara McLachlan

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TBAR for SMSF’s

Author(s):  Leanne Connor,  Vusi Nxele

Materials from this session:

Further details about this event:

 

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