Knowledge<br>together with vision

Knowledge
together with vision

Maintain your Membership

The following membership eligibility criteria are valid from 1 March 2010.

Fellow

A person who is a Fellow at 1 March 2010 will retain that status provided he or she continues to meet one of the Membership Criteria (as stated below) and subject to meeting the Taxation Institute's CPD requirements.

A person who is a Fellow at 1 March 2010 and complies with the Taxation Institute's CPD requirements but who cannot meet of the Membership Criteria (as stated below) may retain his or her status as a Fellow but is not entitled to vote at a meeting of the Institute or the Member’s State Division.

From 1 March 2010, a person will be eligible to apply to be admitted as a Fellow of the Institute if he or she:

  1. Meets one of the Membership Criteria (as stated below); and
  2. Is of good fame, integrity and character; and
  3. Has passed the Advanced Tax assessment; and
  4. Has at least 5 years relevant tax experience.

Associate

A person who is an Associate at 1 March 2010 will retain that status provided he or she continues to meet one of the Membership Criteria (as stated below) and subject to meeting the Taxation Institute’s CPD requirements.

A person who is an Associate at 1 March 2010 and complies with the Taxation Institute’s CPD requirements but who cannot meet of the Membership Criteria (as stated below) may retain his or her status as an Associate but is not entitled to vote at a meeting of the Institute or the Member’s State Division.

From 1 March 2010, a person will be eligible to apply to be admitted as an Associate of the Institute if he or she:

  1. Meets one of the Membership Criteria (as stated below); and
  2. Is of good fame, integrity and character; and
  3. Satisfies one or more of the following criteria:

Affiliate

From 1 March 2010, a person will be eligible to apply to be admitted as an Affiliate of the Institute if he or she:

  1. Is of good fame, integrity and character; and
  2. Satisfies one or more of the following criteria:
  • Has passed the Institute’s Foundation Tax assessment; or
  • Does not have 3 yeas 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.

Membership Criteria

Persons applying for Fellow or Associate membership must satisfy any one or more of the following criteria:

  1. Has been awarded a degree or post-graduate degree from an Australian tertiary institution or an equivalent institution in the discipline of accounting; or
  2. Has been awarded a diploma or higher award from a registered training organisation or an equivalent institution in the discipline of accountancy; or
  3. Has the academic qualifications required to be an Australia legal practitioner; or
  4. 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.

Student

The Taxation Institute may admit as a Student member an individual who is either:

  • enrolled in the Foundation Tax course; or
  • a full or part-time undergraduate student of a University or other tertiary education institution; or
  • a full-time postgraduate student of a University or other tertiary education institution; or
  • a person or persons the National Council resolves to be admitted as a Student Member.

If you would like to upgrade your membership to Associate or Fellow please click here to download the Membership Upgrade form.
If you wish to review the current Membership Criteria, please click here.

Membership Deferrals

Upon written application Members are able to defer their membership for up to 12 months. Reasons for deferral may include (but are not limited to):

  • Maternity or paternity leave
  • Study leave
  • Overseas travel
  • Unemployment
  • Financial reasons

Membership deferral is usually for a 12 month period only. During the period of deferral Members will not receive access to their usual Member benefits including receipt of the Taxation in Australia journal or TaxVine e-newsletter.

To speak with our Membership Division about deferring your membership, please call (02) 8223 0060 or email membership@taxinstitute.com.au.

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