CTA3 Advisory

Your springboard
to a global tax designation.

A part of these programs:CTA Program

The Tax Institute’s CTA3 Advisory course, and its assessment-only pathway through the CTA3 Advisory Exam, is for tax leaders who want to undertake our pinnacle tax course, challenge themselves through discussion and debate with other practitioners, and achieve the sought-after Chartered Tax Adviser (CTA) designation.

 
Summary
  • 30 structured CPD hours (15 hours for assessment only)
  • 22 weeks, part-time (132 hours of study)
  • Award course
  • Pathway to Chartered Tax Adviser (CTA) status
 
Description

CTA: Recognised as the global mark of excellence in tax

CTA3 Advisory has been developed to ensure candidates have the required high-level planning and advisory skills to sit the CTA3 Advisory Exam and obtain Chartered Tax Adviser status. The course immerses professionals in the real-life problem solving situations (across different tax specialisations) presented through in-depth case study discussion sessions.

Learn tax with The Tax Institute

The Tax Institute has over 70 years’ experience as Australia’s leading educator and professional association in tax. We exist to enhance the credentials of tax professionals through training and education, knowledge products, and our internationally respected CTA designation.

 

Benefits
  • CTA pathway
    Achieve leadership in specific tax areas to attain the Chartered Tax Adviser designation.
  • Professionally immersed
    Increase your access to tax leaders to build your influence as an expert.
  • Career fast-tracking
    Gain the technical skills required to grow your status as a tax adviser of the highest quality.

Back to the top of the page ↑

 

Course structure

CTA3 Advisory is conducted through six case study sessions, including small business CGT concessions, internationaltax, corporate tax, trust, GST, and other areas of tax, and followed by the CTA3 Advisory Exam.

Case studies

Candidates are required to select a topic to undertake the CTA3 Advisory Exam from a list of case studies that include, but are not limited to, the following advisory level specialisations (which change to ensure currency):

  • capital gains tax
  • trusts
  • international tax
  • fringe benefits tax and employment taxes
  • corporate tax
  • goods and services tax.

Note: the content of the case studies is decided by the Education and Quality Assurance Board and is related to the issues that arise in the year of delivery. Consequently, this list of case studies is an indication only of the topics covered and the issues, and is subject to change without notice.

Back to the top of the page ↑

Modes of study
A woman presenting on a white board in a classroom environment

Face-to-face study

Face-to-face study allows candidates to attend lectures in CBD venues in mainland capital cities, and some regional locations, subject to minimum numbers. Contact your state office if you are interested in this study format.

A student working on a laptop with reference books

Distance study

Distance study utilises group web/teleconference tutorials and provides candidates with comprehensive electronic, online and printed resources, and increased communication with the Subject Convenor and Tutorial Leader.

A woman holding a document of her qualifications and experience

Assessment-only (CTA3 Advisory Exam)

Assessment-only allows candidates to accelerate their studies by progressing directly to the assessment for the subject based on prior study, qualifications and experience.

Back to the top of the page ↑

More information
CTA3 Advisory Exam

Exam structure

Assignment component

Candidates must first complete an assignment component prior to the exam day, in which they must write, prepare and submit a formal letter of advice from one of the tax specialisations areas, including the six case study sessions that CTA3 Advisory full course candidates undertake.

Exam component

Candidates are then presented with a late breaking fact at the exam to which they must focus their prior research and knowledge to provide a supplementary letter of advice. Candidates are given three (3) hours to rewrite or amend your advice.

The exam has a weighting of 100% for candidates undertaking the assessment-only format.

Note: The exam is open-book, and the formal examination environment allows full access to all the tools of a working tax professional, including the internet, supplemental advice, text books and research facilities (you are required to have your own access to legislation, either hard copy or online).

Delivery

Exam venues

The CTA3 Advisory Exam is held in Sydney, Melbourne, Brisbane, Perth or Adelaide during each scheduled exam period.

Candidates are responsible for nominating their preferred exam date, time, venue and supervisor at enrolment. Their nominated exam date and venue must allow for a minimum of seven (7) business days for processing the application.

Remote exams

If you live outside a capital city venue you can elect to sit the exam at a remote location. Download the remote exam policy and procedure for more information.

Who is it for?

CTA3 Advisory is ideal for:

  • Chartered Tax Adviser (CTA)
  • corporate advisory professional
  • partner or senior associate lawyer
  • divisional or senior tax manager
  • investment banker or structured finance consultant
  • senior lecturer or professor
  • tax counsel
  • tax director or head of tax.
Entry requirements

To enrol in CTA3 Advisory you are required to:

  • hold current Fellow membership of The Tax Institute; and
  • have at least 36 months' relevant experience in Australian tax, accounting or law (supported by a professional referee).
English language requirements

English language requirements

The English language proficiency requirements for admission to the Graduate Diploma in Applied Tax Law are detailed on the application form (www.taxinstitute.com.au/education). As the language of tax law is highly nuanced and relies on knowledge of English language reading and writing scores at a minimum score required:

  • International English Language Testing System (IELTS) 7 rating (minimum 6.5 in speaking and listening; minimum 7 in reading and writing), or
  • Test of English as a Foreign Language (TOEFL) 94 (minimum 76 in speaking and listening; minimum 94 in reading and writing), or
  • six years of high school study with the language of instruction in English (see ets.org/toefl/institutions/scores/compare).

If you do not meet the English language entry requirements you should contact the Education Division on 1300 TAX EDU (829 338) to discuss your enrolment options.

For further information about the support provided by the Institute for students who do not meet the language entry requirements or otherwise require language support, read the Policy 5 at taxinstitute.com.au/education on Reasonable adjustment, special consideration and support for students at risk.

Learning outcomes
On completion of CTA3 Advisory you will be able to: determine and evaluate alternative available tax strategies interview clients with more complicated tax issues and prepare associated working papers to instruct staff on the preparation of individual, partnership, trust, not-for-profit, superannuation fund and company returns advise on a range of complex high-net-worth individual, partnership, trust, superannuation fund, business and company issues maintain vigilance on non-tax issues that could impact clients, including assurance, financial reporting and business planning issues integrate the impact of risk and assurance, ethics, corporate governance and commercial issues of a corporation, and advise corporate tax clients on a full range of tax issues.
Career outcomes

On completion of CTA3 Advisory career opportunities include, but are not limited to:

  • Chartered Tax Adviser (CTA)
  • corporate advisory professional
  • partner or senior associate lawyer
  • divisional or senior tax manager
  • investment banker or structured finance consultant
  • senior lecturer or professor
  • tax counsel
  • tax director or head of tax.
Workload

Distance study

  • 2 hours x 6 web/teleconference tutorials
  • 2 hours x 6 preparing solutions for discussion of each case study
  • Assignment 25 hours
  • 3 hours 15 mins examRecommend 7 hours per case study of private study

Total approximately 93 hours

Assessment-only (CTA3 Advisory Exam)

  • 3 hours 15 mins exam on one area/case study of tax.

All candidates will also be expected to devote appropriate time to exam preparation and workplace applications.

Progression

This subject provides a pathway to becoming a Chartered Tax Adviser (CTA).

View the Chartered Tax Adviser Program

For further information please contact one of our education advisers on 1300 TAX EDU (1300 829 338) or email taxeducation@taxinstitute.com.au.

Complimentary materials

All CTA3 Advisory candidates receive complimentary access to our tax tips and tricks online Research Sessions and Effective Business Writing Skills for Tax Professionals Presentation.

Additionally, candidates receive complimentary subscription to our Tax Knowledge eXchange resource for the duration of your studies, and receive complimentary access to TASA 2009 and the Code of Professional Conduct webinar and tutorial resources.

Assessment

For further information please contact one of our education advisers on 1300 TAX EDU (1300 829 338) or email taxeducation@taxinstitute.com.au.

Study dates
2015 Study Period 1 Study Period 2 Study Period 3
Early Bird Enrolment 11 February 2015 17 June 2015 21 October 2015
Regular Enrolment 25 February 2015 01 July 2015 04 November 2015
Commencement, the week beginning* 02 March 2015 06 July 2015 09 November 2015

* The course commencement date is when candidates will receive correspondence from the course coordinator and access to the online learning system. This is when we recommend candidates commence their readings in preparation for the first lecture or webconference tutorial.

Frequently asked questions
Corporate and tailored solutions

Corporate and in-house

The Tax Institute can offer group discounts, corporate graduate course solutions, and customised or in-house training options for your firm.

Speak to Guy Burrows on +61 2 8223 0069 or email to enquire about our partnering arrangements for corporate and in-house options.

Entry requirements

To enrol in the Graduate Diploma of Applied Tax Law, candidates are required to have a degree or diploma in:

  • finance; or
  • commerce; or
  • accounting; or
  • law; with
  • tax or commercial law subjects.

Additionally, all candidates are required to meet English language requirements.

Contact us

 

Pricing


CTA3 Advisory
Member
Non-member

N/A

$350*

$1,650

$1,650

 

* Includes non-refundable $100 (incl GST) registration fee and non-refundable $250 (incl GST) membership fee. It is a requirement of enrolment that all candidates are members of The Tax Institute. Those who enrol as new members in the Graduate Diploma of Applied Tax Law will be Graduate Members. This membership is designed to assist with the learning and provide support throughout your studies. The membership will expire 30th June the following financial year at which time you will be prompted to either pay the new member continuing candidate non-refundable fee of $350 incl GST) again or have the option to obtain full membership. You will need to have current membership to enrol in each subject.

Subjects do not attract GST. New members will receive a full membership with The Tax Institute until the 30th June the following year.

 

 

Back to the top of the page ↑