Quarterly TBAR Lodgment Reminder for SMSFs

Posted at 15:30h in News, Superannuation by Simmons Livingstone

0 Likes

If you have an SMSF (self-managed super fund), it’s important to know about your quarterly reporting obligations to the ATO.

SMSFs must report certain events that affect a member’s transfer balance account (TBA) – this includes things like starting or stopping a retirement phase pension. This report is known as a Transfer Balance Account Report (TBAR) and must be lodged each quarter, even if your super balance is under $1 million.

The deadline for the March 2025 quarter is 28 April 2025. Missing this deadline could result in ATO penalties or issues with how your TBA is calculated.

If there were no TBA events during the quarter, you don’t need to lodge—but it’s important to be sure.

Not sure whether your SMSF had a TBA event this quarter? Get in touch with us and we’ll check your reporting obligations to help you stay compliant. Call 1800 618 800 or email admin@simmonslivingstone.com.au.