Transfer Balance Account Report (TBAR) specification v1.0.3

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