Maintain your Membership
The following membership eligibility criteria are valid from 1 July 2006.Fellow
A person who is a Fellow at 1 July 2006 will retain that status subject to meeting the Taxation Institute's CPD requirements .
From 1 July 2006, a person will be eligible to apply to be admitted as a Fellow of the Institute if he or she:
- has passed the Advanced Tax assessment; and
- has at least five years' relevant experience.
Associate
A person who is an Associate at 1 July 2006 will retain that status subject to meeting the Taxation Institute's CPD requirements .
From 1 July 2006, a person will be eligible to apply to be admitted as an Associate of the Institute if he or she:
1. Has at least three years' relevant experience and is a:
- Graduate of a university or other tertiary education institution with a degree in Taxation, Law, Commerce or Accounting or such other degrees as the National Council may approve; or
- Registered Tax Agent; or
- CPA Member (CA or FCA); or
- Member of ICAA; or
- Member of NIA; or
- Solicitor or Barrister; or
- Lecturer or teacher in a prescribed subject at a tertiary level; or
2. Has passed the Applied Tax assessment.
Affiliate
From 1 July 2006, a person will be eligible to apply to be admitted as an Affiliate of the Taxation Institute if he or she satisfies one or more of the following criteria:
- has passed the 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 Applied Tax course; or
- is an employee of a Commonwealth or State revenue authority; or
- is a person having an interest in the affairs of the Institute who National Council resolves to admit as an Affiliate.
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.
