Chartered Tax Adviser Program
Your pathway to becoming a global leader in tax
Skill your way to the world’s number one tax credential: the Chartered Tax Adviser (CTA) designation. Written, presented and assessed by practising tax experts, topics are relevant and immediately applicable. This program has a tiered structure from entry level to experienced tax professional.
Make sure you’re equipped with the skills to make your mark: as a tax professional, financial adviser or leading industry figure in Australia, and overseas. With a tiered structure of learning and outcomes, the Chartered Tax Adviser Program can help you launch your career, or cement your role. You’ll learn:
- The key tax compliance requirements, principles and processes
- How to manage complex tax compliance affairs and planning issues
- Tax planning and advisory skills across different tax specialisations.
Attain the prestigious Chartered Tax Adviser (CTA) designation
Gain skills that are directly applicable to the workplace
Provides exemptions into Graduate Diploma of Applied Tax Law
Request an Information pack
“Completion of Graduate Diploma of Applied Tax Law has provided me with skills and up to date knowledge beneficial to my return to tax accounting.”
Margaret Hill, Tax Accountant, Collier Tax & Accounting
“The Tax Institute provides you with skills to succeed in the workforce.”
Angel Zhang, Graduate Tax Accountant, Grant Thornton
"The CTA1 balances technical material and practical application, bridging academia with the practice of tax law."
Rachel Vijayaraj, ATI, Associate, Brown Wright Stein Lawyers
"I took a career break to care for my children. On return, the CTA2 equipped me to work at my previous level as a CA."
Caroline Mate, CTA, Client Manager, Manser Tierney & Johnston
“The issues which candidates are exposed to are delivered in a straightforward way and mirror real life issues which candidates will face on a day to day basis.”
Patrick Catena, FTI, Accountant, CTA2A lecturer
"If you’re serious about tax, I’d strongly encourage you to do the CTA2."
Jay Smith, Consultant, Latitude Business Solutions
“[The Tax Institute] teaches not only theory, but also emphasises application, in contexts encountered by practitioners on a day-to-day basis.”
Nicholas Trotter, FTI, Consultant, Griffith Hack
"The CTA2 demonstrates a keen interest in tax and that’s what employers look for."
Tony Underhill, CTA, Principal - Tax, Grant Thornton Australia
“The weekly webinars and on line study format made it possible to combine the course work and full time work.”
Wendy Miller, FTI, Special Counsel, Damien Greer
“The Tax Institute program is flexible and features industry-specific information relative to the needs of accountants and tax professionals.”
Natalie Moore, , WMS Chartered Accountants
The CTA Program will provide the knowledge for innovative and applied thinking as well as the abilities to advise and manage all client types. This program will also give candidates access to international opportunities and a postnominal that conveys your mark of expertise to secure your status and credibility within the profession.
Who is this for?
The CTA Program is ideal for those wanting to start with entry level skills and enable them to perform common, advanced and complex tax compliance tasks and planning issues to have the abilities of a management role.
- 1. hold current membership of The Tax Institute1
- 2. meet English language requirements if the language of instruction for your 6 years of high school qualifications was not English.
1. [A discounted membership is available at the time of enrolment for all new members. Membership fees attract GST. Membership will expire on 30 June. Find out more about membership benefits and resources]
Course in Australian Tax Law
- ATL001 CTA1 Foundations
- ATL003 CTA2A Advanced
- ATL004 CTA2B Advanced
- CTA3 Advisory or CTA3 Advisory Exam (assessment-only)
Modes of study
Face-to-face study allows candidates to attend lectures once a fortnight at CBD venues in mainland capital cities, and some regional locations (subject to minimum numbers).
Distance study utilises group web/teleconference tutorials every 2-3 weeks.
The intensive study format is typically held over a reduced 6 week period through Distance study. Candidates receive all the regular resources and access to pre-recorded webinar/teleconference tutorials.
**Intensive only available for ATL001 CTA1 Foundations
Assessment-only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience.
Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.
Resources made available to a candidates (excluding assessment-only study) are:
- access to an online learning portal
- study materials
- access to Legal Research and Reasoning Course
- access to The Tax Institute’s TASA 2009 and the Code of Professional Conduct online module
- additional resources from the subject sponsors
- recorded webinars (available for distance candidates only)
- online checkpoint tests
- past exam papers (where applicable)
- email access to a subject convenor for technical questions
- assessment preparation resources
- research skills webinar
- support from trained subject coordinators.
Tax profession and employer
The Tax Institute is a not-for profit membership-based organisation which has been supporting and educating the tax profession for over 70 years. With over 12,000 members ranging from graduates to tax experts in the Big 4, mid-tier and SME firms, The Tax Institute is known as Australia’s leading educator and professional association in tax.
All subjects are designed and delivered by leaders in the tax field, providing candidates with flexible and applicable knowledge which can be used immediately in the workforce. As a higher education provider, our subjects hold recognition with other learning institutes, the Tax Practitioners Board, and other accounting and international bodies.
Recognition of prior learning (RPL)
RPL is a process for providing candidates credit for prior learning gained from The Tax Institute’s accredited education provider register. To apply for RPL, please complete the RPL form. 1
If you believe that your subject is the equivalent of one of The Tax Institute’s subjects, but it is not on the register list, please contact the Education Adviser team for further information about your RPL application.
Advanced standing is a process of transferring credits from subjects you have previously completed with The Tax Institute. To apply for advanced standing, please complete the advanced standing form.
1. [Please note from 1 February 2016, all RPL applications will incur a fee per application.]
Tom O'Sullivan, Subject convenor
Tom is a tax lead at Wolters Kluwer, CCH. Tom writes for the Australian Federal Tax Reporter, Australian Master Tax Guide, and other leading tax publications.
Harry Rigney, Subject convenor
Harry is a lawyer, accredited as a specialist in taxation law. Harry has been a registered tax agent since 1982 and a member of The Tax Institute for more than 25 years.
|20161||Study period 1||Study period 2||Study period 3|
|Early bird enrolment close||Monday 22 February||Monday 4 July||Monday 24 October|
|Regular enrolment close||Monday 07 March||Monday 18 July||Monday 07 November|
|Commencement week||Monday 14 March||Monday 25 July||Monday 14 November|
1. [Please refer to the key dates flyer for CTA3 Advisory.]
Call us at 1300 TAX EDU (1300 829 338) or email us.
1. [Prices are per subject.]
2.[To enrol in an education subject it is a requirement to become a member of The Tax Institute. All new members will receive Affiliate membership valued at $454.00 upon enrolment (Fellow membership required for CTA3 Advisory) until June 30 in the subsequent calendar year. You are also eligible to upgrade to voting membership valued at $649.00 for no additional cost if you meet the required membership eligibility criteria. Attracts GST, price quoted is GST inclusive.]
3. [Subjects accredited within the Graduate Diploma do not attract GST.]