TBAR History Tab

The TBAR History tab is where you can enter the TBAR history of a member.

This tab is applicable for SMSF's only.

Column Name	Description Name	Attributes
Type	Choose from the following supported TBAR event type: Commutation authority - defined benefit Income stream stops being in retirement phase Limited Recourse Borrowing Arrangement Member Commutation Personal Injury (Structured Settlement) Reversionary Income Stream Superannuation Income Stream	Select from the drop-down list
Member Code	Select the relevant member for the TBAR event.	Select from the drop-down list.
Pension Account Name	Select the relevant pension account name for the TBAR event.	Select from the drop-down list.
Event Date	Enter the event date of the TBAR record. For reversionary income stream event type, enter the original event date, i.e. the date of when the original member passed away.	Mandatory date field. It must be after 30 June 2017.
Description	Enter the TBAR event description.	Mandatory text field.
Amount	Enter the TBAR event amount. It can not be negative.	Mandatory numerical field.
Lodgement Status	Select from Lodged or Not lodged. Lodged = Class will NOT create a lodgeable TBAR record but only use the value to adjust the member's transfer balance account Not lodged = Class will create a lodgeable TBAR record and also adjust the member's transfer balance account.	Select from the drop-down list.

Whats Next

Return to the Overview Tab to load your data to Class.