If a SMSF has member(s) who was in pension phase as at 30/6/2017...

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    If a SMSF has member(s) who was in pension phase as at 30/6/2017 or a member(s) who started to receive a pension on or after 1/7/2017 the fund must lodge a Transfer Balance Account Report (T-BAR form) with the ATO by 30/6/2018
    for each affected member.

    In most cases accountants will have already done it for the fund but if anyone is unsure they should check with their accountant just in case they haven't.
 
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