How to: Transfer Balance Account on

How to: Transfer Balance Account on

June 2018

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: