• Transfer balance account report (TBAR)

    This online form allows superannuation providers (including SMSFs) to report information to us when their members start or commute retirement phase income streams. It can be used to report from 1 July 2017.

    Authorisation to submit the report

    To submit reports through the Business Portal, reporters need to make sure they have the correct permissions set in Access Manager. To access the report, standard users (standard AUSkey holders or connected myGov users with standard access) need the permissions to submit the Transfer Balance Account report. Administrators (administrator AUSkey holders or connected myGov users with administrator access) can login to Access Manager to set the permissions for standard users.

    An Administrator can update report permissions in Access Manager:

    1. Go to Access Manager.
    2. Select Access and permissions under the My business heading in the left hand menu.
    3. Select the name of the user you want to update.
    4. In the Permissions table under the Business tab, go to ATO transactions.
    5. Find Superannuation transfer balance account report (TBAR).
    6. Click in the box to enable the permission to lodge.

    Information you will need

    To complete this report you'll need member details, including:

    • TFN, name, address and date of birth
    • value
    • account details (including the USI and account number).

    Completing the report

    To complete the report:

    1. Select Online forms in the left hand menu.
    2. Select the Transfer balance account report from the list. This report will only display if your Administrator has given the permissions in Access Manager to allow the standard user to prepare and lodge the report.

    When it opens, you have the option to either:

    • start a new report
    • resume or cancel a draft report.

    If you're starting a new report, select Add to create a new report.

    You have the option to Save and exit, or Submit the report.

    The save function allows you to save a draft and return later to view, edit or cancel. You can also print the report by selecting the Print friendly version once submitted.

    When you submit the report, you'll receive an on-screen message telling you that your report has been successfully submitted. The on-screen message provides you with an ATO Receipt ID.

    Submitted reports do not display on the Transfer balance account report screen.

    Access a saved report

    To access a saved report:

    1. Go to Online forms in the left hand menu.
    2. Select Transfer balance account report from the list of forms.
    3. The saved report is displayed in a table with a draft status.
    4. Select to resume or delete the saved report.

    The report is saved for as long as you need and can be accessed any time.

    Help completing the report

    The report contains on-screen help.

    Select the help function on the report for assistance with content.

    See also: 


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