Become a Member
The Essential membership for all tax professionals
- To download a copy of the Membership Brochure, please click here.
- To download a copy of the Membership Application form, please click here.
Stand out from the crowd
Whether you're a graduate or have many years' experience, we can all profit from an exchange of ideas. Tax is a dynamic profession - to provide great advice, practitioners must remain up-to-date with the changing landscape. We invite you to read on, and see how applying for membership in our exclusive network can benefit your career.
Join the best and brightest
Our Members belong to a community of the most knowledgeable practitioners. Joining this community opens a door to powerful resources, progressive education and influential networks.
We are the first place practitioners go to meet their professional needs and strengthen their reputation. Numbering more than 13,000, Members range from new entrants to experienced tax agents, accountants, lawyers and practitioners in corporations, government and academia.
Enhance your professional status
Our reputation for being at the forefront transfers to our Members, helping raise profiles and strengthen credentials. Our edge comes from being the only body devoted exclusively to tax - led by tax experts, to benefit tax experts.
Taxpayers want to know their practitioner has the right qualifications to manage their affairs. Taxation Institute Members are best equipped to provide the best advice in these times of flux. And since we're a recognised tax agent association, membership helps you meet the tax agent registration criteria.
Membership benefits
Our forward-thinking media and education will keep you in sync with the evolving tax system.
Taxation in Australia journal. Stay informed with this sought-after monthly tax journal, written by practitioners, containing the latest tax news, rulings, ATO developments, product information and tips.
TaxVine e-newsletter and online updates. Receive the most up-to-date weekly tax e-newsletter and daily online tax news updates.
TaxLine research and library services. Access our comprehensive library of articles, case law, legislation, reports, papers and commentary. Or take advantage of the free research assistance service provided by our dedicated tax researchers.
Discounted structured education, CPD* and publications. Build knowledge with Member discounts (~20%) on premium structured education, CPD (including live nationwide events, online modules and a streaming media service) and publications (including books, convention papers and CD-ROMs), all designed by leading practitioners.
Business alliance partner offers. Enjoy a number of third party promotions and discounts, and exposure to the latest products and services for your business.
Tax research and policy. Help improve our industry by contributing to comments and submissions on tax legislation and administration, state revenue draft rulings and guidelines, ATO issues, and government tax policy initiatives.
Recognition: Membership includes you in a community known to attract the best and brightest in the tax profession. Fellow and Associate members may use their post-nominals to identify their membership status to colleagues and clients.
Networking: With like-minded tax practitioners and the profession’s leading tax experts at the many professional development and social events.
*All educational events are recognised by other professional bodies, and qualify for Educational and Continuing Professional Development and Mandatory Continuing Legal Education.
How to apply
You’re three easy steps away from becoming a Member of The Tax Institute. If you have any questions, please do not hesitate to call: (02) 8223 0060.
- Select your membership level (see Membership Criteria section below and complete the application form.
- Attach copies of supporting documents that prove your eligibility.
- Fax, email or post your form and documents to us.
Fax: +61 (0)2 8223 0077
Email: membership@taxinstitute.com.au
Post: Membership Division, GPO Box 1694, Sydney, NSW 2001
You can start enjoying our Member benefits from the date we receive your application. It will be presented for approval to the relevant State Council at their next monthly meeting.
We look forward to welcoming you into Australia’s leading professional tax association.
Our membership criteria
Choose your level
Three levels of active membership are available to tax professionals. Each category demonstrates a different level of expertise and has its own eligibility criteria. These are achieved by meeting academic and workplace qualifications or the successful completion of the Foundation Tax, Applied Tax or Advanced Tax courses offered by The Tax Institute.
Fellow
A person will be eligible to apply to be admitted as a Fellow of the Institute if he or she:
- Meets one of the membership criteria (as stated below*); and
- Is of good fame, integrity and character; and
- Has passed the Advanced Tax assessment; and
- Has at least 5 years’ relevant tax experience.
Associate
A person will be eligible to apply to be admitted as an Associate of the Institute if he or she:
- Meets one of the Membership Criteria (as stated below*); and
- Is of good fame, integrity and character; and
- Satisfies one or more of the following criteria:
- Has at least three years’ relevant tax experience; or
- Has passed the Institute’s Applied Tax assessment.
A person will be eligible to apply to be admitted as an Affiliate of the Institute if he or she:
- Is of good fame, integrity and character; and
- Satisfies one or more of the following criteria:
- Has passed the Institute’s Foundation Tax assessment; or
- Does not have three years’ relevant tax experience but would otherwise qualify for admission as an Associate; or
- Is enrolled in the Institute’s Applied Tax course; or
- Is an employee of a commonwealth or state revenue authority engaged in taxation practice or administration; or
- Is a person having an interest in the affairs of the Institute who National Council resolves to admit as an Affiliate.
*Persons applying for Fellow or Associate membership must satisfy any one or more of the following criteria:
- Has been awarded a degree or post-graduate degree from an Australian tertiary institution or an equivalent institution in the discipline of accounting; or
- Has been awarded a diploma or higher award from a registered training organisation or an equivalent institution in the discipline of accountancy; or
- Has the academic qualifications required to be an Australian legal practitioner; or
- The applicant was:
a) Registered as a tax agent or a nominee immediately before 1 March 2010; and
b) A voting member of a recognised professional association immediately before 1 March 2010.
5. Has the equivalent of 8 years of full-time experience in providing tax agent services in the past 10 years.
