2017-08: Events based reporting for SMSFs

Understand the new transfer balance cap reporting requirements from 1 July 2017 | taught by Aaron Dunn
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Aaron Dunn
Aaron Dunn
CEO & Co-Founder

About the instructor

When it comes to self-managed super, professionals, and industry regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program. Aaron is a CPA and SMSF Specialist. As well as CEO and Co-Founder of Smarter SMSF.

Events-based reporting has arrived and will have a profound impact on the way in which SMSFs are administrated into the future. 

In this webinar, Aaron Dunn explains the new events-based reporting requirements for certain debits and credits against a member’s transfer balance account, including outlining the specific exceptions for SMSFs and transitional reporting arrangements for the current financial year.


What is covered in the training?

This session takes a detailed look at the new events-based reporting requirements for SMSFs, including the specific exceptions and transitional arrangements for the 2017-18 income year.

What are the learning outcomes?

Attendees will gain a strong understanding of the new reporting requirements to report certain debits and credits to a member’s transfer balance account.

Who is the webinar relevant for?

This training is relevant for accountants, financial planners, and other professionals working with self-managed super funds.

What level of expertise is this webinar targeted at?

This session is targeted at individuals who are proficient in SMSFs - they have an intermediate to strong knowledge of the superannuation and income tax laws.

Are CPD points issued?

Yes, CPD points are provided from the SMSF Association, FPA Australia, Tax Practitioner's Board and the major accounting bodies. Please note that submission of CPD with the FPA & SMSFA are completed on a quarterly basis.

Any other questions?

If you have any more questions, visit our FAQs page, or alternatively get in contact with us on 1300 95 94 76 or email info@thesmsfacademy.com.au.

Course Contents

1 Quiz
1 Multimedia
1 Text
1 Audio
1.0 hr