How to: Transfer Balance Account on

Administering and ReportingSMSF InsightsUnderstanding SMSFs

How to: Transfer Balance Account on

Members will be able to view their transfer balance account via, via your ATO account.

If you are seeking assistance from an SMSF Specialist Advisor to lodge a transfer balance account report (TBAR) they will require a copy of your transfer balance account.  This information is not yet available to professional advisors.   You can download and print your TBA for your advisor’s information.

How to print your Transfer Balance Account

How to download the file – example of Transfer Balance Account – example where transfer balance cap has been exceeded

Debits and credit transactions will be displayed as follows:

Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While SMSF Association believes that the information provided in this article is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.