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Successfully completing the Tax (Financial) Adviser Program with The Tax Institute will give you the skills and recognition you need to continue your role as a tax (financial) adviser, or establish your career as one. The program is approved by the Tax Practitioners Board.

Do you provide financial advice? Is it a key element of your role? Do you need to register as a tax (financial) adviser? Then you may have compliance obligations under the Tax Agents Services Regulation (TASR) 2009. The Tax (Financial) Adviser Program gives you a solid grounding in the tax advice and compliance education requirements required of you. You’ll learn:

  • How to explain the tax treatment of individuals, companies and more
  • A solid grounding in tax advice and compliance requirements
  • What your new statutory obligations are.
2 subjects
6 credit points
30 CPD hours subject
$1,650 / subject
distance
1 year (part-time)
introductory
corporate enrolments

1300 TAX EDU
(1300 829 338)

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Approved by the Tax Practitioners Board (TPB)

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Gain skills that are directly applicable to the workplace

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Available as single subjects to fill specific knowledge gaps

Get Your Information Pack

Complete the form with your details to receive an email with expanded program overviews and exclusive sample learning materials.

"[The Tax Institute] balances technical material and practical application, bridging academia with the practice of tax law."

Rachel Vijayaraj, ATI, Brown Wright Stein Lawyers

"The weekly webinars and on line study format made it possible to combine the course work and full time work."

Wendy Miller, FTI, Damien Greer

“Studying with The Tax Institute gave me the confidence to understand and tackle detailed taxation issues.”

Mathew Coombes, CTA, Borough Australia Pty Ltd

“What I learnt I was actually applying every day to my work with my clients and the notes I received are now my tax bible.”

Lauren Whelan, HLB Mann Judd

“The topic areas covered provided me with technical knowledge on areas of tax which I could apply to real life situations.”

Geoff Tierney, CTA, ESV Chartered Accountants

“The fact that active and highly experienced practitioners are teaching the course content has been invaluable to me.”

Erin Shields, Dixon Advisory

 

Learning outcomes

Tax (Financial) Adviser Program is for candidates who need to maintain their financial advice licence by registering as a tax (financial) adviser and will assist in understanding new statutory obligations.

Who is this for?

  • registration requirements for a tax agent licence
  • registration requirements for a tax (financial) advisers licence
  • tax and financial advisers
  • certified financial planner.

Entry requirements

  • 1. hold current membership of The Tax Institute1
  • 2. meet English language requirements if the language of instruction for your 6 years of high school qualifications was not English.

1. [A discounted membership is available at the time of enrolment for all new members. Membership fees attract GST. Membership will expire on 30 June. Find out more about membership benefits and resources]

Program structure

Subjects

Modes of study

Face-to-face study

Face-to-face study allows candidates to attend lectures once a fortnight at CBD venues in mainland capital cities, and some regional locations (subject to minimum numbers).

Distance study

Distance study utilises group web/teleconference tutorials every 2-3 weeks.

Assessment-only study

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

Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.

Enrolment inclusions

Resources made available to a candidates (excluding assessment-only study) are:

  • access to an online learning portal
  • subject materials (soft copy)
  • access to The Tax Institute’s TASA 2009 and the Code of Professional Conduct online module
  • recorded webinars
  • online checkpoint tests
  • past exam papers (where applicable)
  • email access to a subject convenor for technical questions
  • access to a Tax Research session to build research skills
  • access to effective business writing skills module
  • support from trained subject coordinators.

1.[Please refer to individual subjects for their inclusions.]

Recognition

Tax profession and employer

The Tax Institute is a not-for profit membership-based organisation which has been supporting and educating the tax profession for over 70 years. With over 12,000 members ranging from graduates to tax experts in the Big 4, mid-tier and SME firms, The Tax Institute is known as Australia’s leading educator and professional association in tax.

All subjects are designed and delivered by leaders in the tax field, providing candidates with flexible and applicable knowledge which can be used immediately in the workforce. As a higher education provider, our subjects hold recognition with other learning institutes, the Tax Practitioners Board, and other accounting and international bodies.

Recognition of prior learning (RPL)

RPL is a process for providing candidates credit for prior learning gained from The Tax Institute’s accredited education provider register. To apply for RPL, please complete the RPL form. 1

If you believe that your subject is the equivalent of one of The Tax Institute’s subjects, but it is not on the register list, please contact the Education Adviser team for further information about your RPL application.

Advanced standing

Advanced standing is a process of transferring credits from subjects you have previously completed with The Tax Institute. To apply for advanced standing, please complete the advanced standing form.

1. [Please note from 1 February 2016, all RPL applications will incur a fee per application.]

Timetable

Please contact our Business Development Manager by email or phone (02) 8223 0069 for further information about our corporate enrolments.

 

Fees

Tax (Financial) Adviser Program1
New member fee2 $300
Subject fee3 $1,650

View our structured education policies

1. [Prices are per subject.]
2. [To enrol in an education subject it is a requirement to become a member of The Tax Institute. All new members will receive Affiliate membership valued at $454.00 upon enrolment (Fellow membership required for CTA3 Advisory) until June 30 in the subsequent calendar year. You are also eligible to upgrade to voting membership valued at $649.00 for no additional cost if you meet the required membership eligibility criteria. Attracts GST, price quoted is GST inclusive.]
3. [Subjects accredited within the Graduate Diploma do not attract GST.]