Changes to TBAR reporting requirements for SMSFs
From 1 July, 2023, all SMSFs are required to report transfer balance account events to the ATO quarterly via a TBAR
With a background in audit, taxation and office management, Kerrie joined Synectic’s self-managed superannuation fund team in 2010. She manages our Hobart office and is passionate about helping our clients grow their self-managed super funds.
From 1 July, 2023, all SMSFs are required to report transfer balance account events to the ATO quarterly via a TBAR
As a trustee of a self-managed super fund (SMSF), your role is not just about compliance and ticking boxes. It’s about maximising the potential of your investments and securing a prosperous future for your fund and its members. Amidst a diverse array of possible assets and investments, one asset class demands special attention: property.
A number of superannuation changes came into effect from 1 July 2022, including: Changes to the work test and bring forward rules for those aged 67-75 years Carry forward unused concessional contributions Changes to contributing to super from the sale of your home (‘downsizer contributions’) Government contributions for low-to-middle income earners Pay an increased super […]
Synectic is a Chartered Accounting and Advisory firm that brings together the skills of business advisers, accountants, taxation experts, financial planners, auditors, and self-managed superannuation experts.
Our team operates Tasmania-wide from Devonport, Hobart and Launceston offices.
Our mission is to enhance the prosperity of our people, clients and community. We offer the depth of knowledge, specialist skills and resources usually associated with much larger firms. Yet our size, availability and flexibility enables us to develop an in-depth understanding of your business and financial affairs. You can count on us.
Devonport
A: 49 Best Street, Devonport
P: (03) 6424 1451
Hobart
A: 30 Burnett Street, North Hobart
P: (03) 6239 4900
Launceston
A: Level 3, 46 St John Street, Launceston
P: (03) 6337 6777
Office Contact
M: PO Box 6003, Devonport, TAS, 7310
E: [email protected]
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