Financial services professionals rely on Aaron for expertise on SMSF and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews, including the Super System Review and the Reinventing the ATO program. Aaron is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), having worked within the SMSF sector for more than 20 years. He is the CEO & Co-founder of Smarter SMSF (formerly The SMSF Academy). Aaron is a family man who loves his sport, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper having jumped a personal best of 2.14m.

New online TBAR lodgement

The ATO has provided an update using Online services for agents that now allows viewing transfer balance cap information and to also lodge the Transfer balance account report (TBAR).   Lodging an electronic TBAR You can now lodge a transfer balance account report (TBAR) electronically by completing an interactive form in Online services for agents. The electronic…