TBAR – managing intermediaries
Appointing an Intermediary: Completing the Mclowd™ Form
To list an Intermediary in Mclowd, click the TBAR Tab.
The last option on the Mclowd™ TBAR Menu is Manage Intermediaries.
This feature enables you to Add, Edit or Delete and appointed Intermediary and/or assign and unassign Intermediaries to Fund(s).
In order to create a TBAR Event, you must first Assign an Intermediary. Only duly appointed Intermediaries are eligible to file TBAR reports with the ATO.
Appointing an Intermediary: Advising the ATO
If you appoint an Intermediary who is not listed with the ATO as a person or entity authorised to make lodgements on behalf of your SMSF, you may need to advise the ATO of the authorisation.