Skip to content
Smarter SMSF
What the best practitioners use
Smarter SMSFSmarter SMSF

1300 95 94 76

My Cart Contact

  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Regular
      • CPD Business
    • Smartie AI subscriptions
      • Smartie AI – Starter
      • Smartie AI – Grow
      • Smartie AI – Advantage
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • AML/CTF Tranche 2
    • Documents List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG Sign Up
  • CPD & Support
    • About our CPD
    • Div 296 Tax Hub
    • Smartie AI Agent
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact
    • Contact us
    • Book a Demo
  • About
    • About us
    • About our docs
    • Sign up to news
  • Membership
    • Document subscriptions
      • Create25
      • Create50
      • Create100
      • Create250
      • CreatePlus+
    • CPD subscriptions
      • CPD Regular
      • CPD Business
    • Smartie AI subscriptions
      • Smartie AI – Starter
      • Smartie AI – Grow
      • Smartie AI – Advantage
    • Book a Demo
  • Documents
    • Smarter documents
      • Platform features
    • AML/CTF Tranche 2
    • Documents List
    • Integrations
      • BGL
      • CLASS Super
      • SuperMate
      • Integrations Week
    • Legacy Pension Conversions
    • Legal
      • Smarter Legal Review
      • Smarter Legal Week
    • PAYG Sign Up
  • CPD & Support
    • About our CPD
    • Div 296 Tax Hub
    • Smartie AI Agent
    • All events
    • Courses
      • SMSF essentials course
      • SMSF foundations course
  • Blog
  • Login
    • Platform Login
    • PAYG Sign Up
    • My Subscriptions
  • Contact
    • Contact us
    • Book a Demo

When is TBAR reporting due for a reversionary pension SMSF?

Income StreamsBy Aaron DunnOctober 25, 20183 Comments

One of the distinctive differences under the transfer balance cap rules with reversionary and non-reversionary is the timing of transfer balance account reporting (TBAR) of the income stream. For any new pension that commences where the pension does not automatically continue to the reversionary beneficiary, the benefit is required to be ‘cashed’ as soon as…

Smarter SMSF

Award-winning SMSF specialists. SMSF legal documents, CPD education and Smartie AI for Australian SMSF professionals.

Products

SMSF Documents Smarter SMSF Deed SMSF Document List Document Subscriptions Smartie AINEW Div 296 Tax Hub Smarter Legal Review Integrations

Education & company

SMSF CPD & Education SMSF Courses SMSF Events & Webinars SMSF Blog Newsletter Sign-up About Us Book a Meeting

Contact us

1300 95 94 76 team@smartersmsf.com
Level 23, 500 Collins St
Melbourne VIC 3000
PO Box 25
Flinders Lane VIC 8009
Contact & Support Log in
© 2026 The SMSF Academy Pty Ltd T/As Smarter SMSF. All rights reserved ABN 53 146 136 521
The use of this website is subject to our Conditions of Use and Privacy Policy

All prices are in Australian Dollars. Prices are subject to change without notice.SMSF Adviser SMSF Awards 2026 winner – Training & Education Provider of the Year

Go to Top
advanced-floating-content-close-btn
1300 95 94 76
Make An Enquiry