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Trustee TBAR Lodgement

 

Overview

SMSF Trustees or Administrators with access to the Business Portal are able to fill out and lodge a TBAR by completing an online form.

For more details, please refer to ATO - Lodging an online report.

SMSF Trustees or Administrators without access to both the Tax Agent Portal and Business Portal are advised to lodge the TBAR PDF file generated by Simple Fund 360 via mail.

Instructions for mail lodgement

  1. Ensure that the fund ABN is entered in the Fund Details screen before attempting to create the TBAR form:

    From the Main Toolbar, go to Fund.

    Select Fund details from the list.


     

    Creating a TBAR

    For more information on how to create a TBAR in Simple Fund 360, please refer to Transfer Balance Dashboard

  2. Lodge the PDF generated in Simple Fund 360 by mailing it to the appropriate address. Please refer to the Lodging this report section in the TBAR form for more details on how to lodge the paper report.

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