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How to fill out transfer balance event notification
How to fill out transfer balance event notification
01
Download the transfer balance event notification form from the official website
02
Fill in the personal and financial details of the transferring entity
03
Provide details about the recipient entity, including their name and ABN
04
Specify the type of transfer being made, such as a rollover or a commutation
05
Indicate the relevant transfer balance account number (TBAR) associated with the transfer
06
Attach any supporting documentation, such as balance statements or correspondence
07
Review the completed form for accuracy and completeness
08
Submit the transfer balance event notification form to the designated authority or address
Who needs transfer balance event notification?
01
Individuals or entities involved in transferring superannuation balances from one entity to another
02
Superannuation funds, self-managed super funds, and retirement income stream providers
03
Financial institutions, tax agents, and other professionals assisting with superannuation transfers
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