Knowledge<br>together with vision

Knowledge
together with vision

Maintain your Membership

Maintaining your membership

Up-to-date knowledge and skills are the essence of being a tax professional. Undertaking regular CPD ensures that you:

  • maintain your knowledge and skills in order to provide services of the highest quality
  • keep up to date with changes to tax laws
  • advise clients correctly about their rights and obligations.

All voting members of The Tax Institute are required to undertake regular CPD to maintain their membership status as a tax professional of the highest calibre.

More information

 

Membership Category

Membership CPD requirements

Chartered Tax Adviser (CTA)

30 hours of structure tax-related CPD per annum

Fellow (FTI)

30 hours of tax-related CPD per annum, made up of 50% unstructured (15 hours) and 50% structured (15 hours)

Associate (ATI)

30 hours of tax-related CPD per annum, made up of 50% unstructured (15 hours) and 50% structured (15 hours)

Affiliate

No CPD requirements

Student

No CPD requirements

 

Maintaining your Chartered Tax Adviser (CTA) member status

A person who is a Chartered Tax Adviser (CTA) at 1 July 2013 will retain that status provided he or she continues to meet one of the core voting membership criteria and subject to meeting The Tax Institute's requirement of 30 hours structured tax-related CPD (as stated below) per annum.

More information:

Back to top

Maintaining your Fellow (FTI) member status

A person who is a Fellow (FTI) at 1 July 2013 will retain that status provided he or she continues to meet one of the core voting membership criteria and subject to meeting The Tax Institute’s requirement of 30 hours of tax-related CPD per annum, made up of 50% unstructured (15 hours) and 50% structured (15 hours).

More information:

Back to top

Maintaining your Associate (ATI) member status

A person who is an Associate (ATI) at 1 July 2013 will retain that status provided he or she continues to meet one of the core voting membership criteria and subject to meeting The Tax Institute’s requirement of 30 hours of tax-related CPD per annum, made up of 50% unstructured (15 hours) and 50% structured (15 hours).

More information:

Back to top

Maintaining your Affiliate member status

Affiliate members are not required to complete compulsory CPD to retain their status.

More information:

Back to top

Maintaining your student member status

Student members are not required to complete compulsory CPD to retain their status.

More information:

Back to top

Structured CPD

Structured CPD is continuing professional development which is delivered face-to-face, or through a variety of technology based formats. Structured CPD has a defined outline, purpose or objective, aim or learning outcome and the ideal audience will be described in terms of levels, assumed knowledge, sectors or client base. Structured CPD will typically have a number of CPD hours set for the activity.

The attendee may be already working in a role or aspiring to a role for it to be considered relevant and structured professional development.

For your convenience, The Tax Institute has created a Structured Education Record Form for your use.

Please note: the Institute's CPD and Chartered Tax Adviser Programs are different services provided by The Tax Institute. Enrolment in, and successful completion of, The Chartered Tax Adviser Program courses can both be attributed to your mandatory CPD requirements.

An example of how 30 hours of structured CPD could look:

Activity

Hours

National Convention

14

Webinar (5 x monthly topic and tax update @ 1.25 hours)

6.25

CPD on DVD

3

Purchase of online book with the online learning module

2

In-house tax program

2

Writing article for Taxation in Australia journal

2

Live-streamed event

1

Total CPD hours

30

Back to top

Unstructured CPD

Unstructured CPD is continuing professional development which does necessarily define the types of attendees. Unstructured be as simple as reading your Taxation in Australia® journal, networking, social or tax community-building activity.

Please note: it is not necessary to record your unstructured CPD.

Back to top

CPD audits

The Tax Institute will conduct a random audit each year to ensure that these requirements are being met.

If a member is selected for audit, they will be notified by mail. The member will then be asked to identify the CPD activities that they have undertaken during the past membership year. They may be required to provide supporting documents as proof of these activities.

Back to top

Contact us

If you would like more information, please contact the membership division on 02 8223 0060 or email membership@taxinstitute.com.au.

Print Email
SHARE THIS