Transfer Balance Account Report (TBAR) specification v1.0.3

Version
1.0.3
Original Published Date
Status
Current
Tax Category
Superannuation
Resource Type
Specifications
Description

The electronic reporting specification version (1.0.3) of the Transfer Balance Account Report (TBAR) has been released as Final. A tracked version of the specification showing changes from version 1.0.2 to version 1.0.3, as well as a clean version are available below. Version 1.0.3 applies from 1 July 2018 for lodgment of all TBAR reporting including amendments for prior years.

This reporting method will be available for all superannuation providers however; a population of users are expected to transition to the Member Account Transaction Service (MATS) and Member Account Attributes Service (MAAS).

Key changes:

The definition of Email address (6.16) has been updated in version 1.0.3. This change is made to clarify that an email address must be provided

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