TBAR – reporting via the ATO portal

For a quick and efficient method of lodging TBAR reports, Trustees should link their Superannuation Fund to their MyGov account. (Reference https://www.ato.gov.au/General/Online-services/Individuals-and-sole-traders for help to create a MyGov account and link your Superannuation Fund to your MyGov account.)

To lodge a TBAR manually via the ATO portal:

Log in to the ATO Portal at https://bp.ato.gov.au/, selecting your SMSF account.

Once logged in, you will see a menu on the left side of the screen.

• Scroll down to the menu to find ONLINE REPORTS.
• Select the Transfer balance account report from the list.
• Click ADD to Start a New Report. (You can also opt to resume a partly completed report or cancel a draft report)
• Fill in the report fields
• Click SAVE AND EXIT to save a partly completed or draft report, or SUBMIT to submit a completed report. You can also print the report by selecting Print friendly version once the report is submitted.
• The ATO provides you with a Receipt ID for submitted reports.
• Submitted reports do not display on the Transfer balance account report screen.

To access a saved report:

• Go to Online Forms on the left hand menu
• Select Transfer Balance Account Report from the list of forms
• The saved report will be displayed in a table with a draft status
• Select Resume or Delete

Reports are saved for as long as you need and can be accessed at any time.