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Partner benefits and loyalty program

The Tax Institute endeavours to maintain a suite of professional business partners that provide members of the Institute with access to relevant products and in some cases, exclusive benefits.

The Tax Institute values all of its Partners, the services and in some cases, discounts they provide and the relationships that they build with our Members.

Any member endeavouring to access applicable partner benefits and loyalty program should always make it known that they are a member and quote the necessary reference codes where applicable.

For further information on the current discounts available with the Business Alliance Partners listed below, please click on the corresponding logos or contact Wayne Flekser, National Business Development Manager Alternatively you can dial 1300 829 338 and follow the prompts.

LexisNexis logo

Lexis Nexis

LexisNexis Legal & Professional is a leading global provider of legal, regulatory and business information and analytics that help customers increase productivity, improve decision-making and outcomes, and advance the rule of law around the world.

Locally, LexisNexis Australia is a leading provider of local and international news, business, tax and legal information. It works in close collaboration with its customers to provide relevant content for their professions. It also applies analytics to help its users see patterns, connect ideas and find answers that make their jobs easier. LexisNexis harnesses technology and content to help professionals reduce risk, improve productivity, increase profitability and grow their business.

LexisNexis Practical Guidance Tax has been co-developed by The Tax Institute and LexisNexis to provide you with the practical resources you need in the context of your day-to-day work.

Members can access a 15% discount by quoting their Institute membership number. Find out more.

ebroker logo


ebroker is Australia’s leading online business finance broker. The company aggregates non-bank business lenders into a platform that simplifies the task of finding the right small business loan for any funding requirement.

With a lending panel that comprises 60+ alternative providers that offer unsecured business loans, ebroker’s industry-leading system is free to use and unbiased. It has real-time, transparent matching driving by an algorithm based on best match / lowest cost priorities.

Thomson Reuters logo

Thomson Reuters

More information coming soon

Click here to visit their website

Accountancy Insurance

Preferred Partner

Accountancy Insurance is a long term National Business Alliance Partner of The Tax Institute and Audit Shield is their market leading Tax Audit Insurance product. Audit Shield is now utilised by more than 2,000 accounting firms across Australia and New Zealand.

Audit Shield covers the professional fees incurred as a result of responding to post lodgement queries of returns lodged with the ATO and state based authorities (e.g. Payroll Tax). As the pre-eminent provider of Tax Audit Insurance in the country, AI will work with you to ensure Audit Shield is a true genuine value added client service, maximising client take up, whilst minimising practice administrative input.

Audit Shield is simply a "must have" for any proactive accounting firm, and, if you are tired of writing off the time you spend responding to the ever increasing number of ATO queries, then contact Accountancy Insurance on 1300 650 758, or via their website

UNSW logo


Good minds ask why. Great minds ask why not? At UNSW Business School we believe that whilst asking ‘why’ may lead to knowledge, asking ‘why not’ creates innovation and progress. This ethos is at the heart of UNSW Business School and reflects our pioneering attitude, determination of spirit, and entrepreneurial flair.

Located in Sydney, but deeply connected to the world. Our collaborative education and research partnerships extend throughout the Asia-Pacific region and beyond to ensure our graduates are culturally versatile and understand their role in the world’s business and social challenges.

We’re creating the next generation of business thinkers, change-makers and entrepreneurs. Why not join them?

Click here to visit their website
Class logo


Class provides software for the administration of SMSF and non-SMSF investment portfolios, creating an environment where advisers and accountants can collaborate and their businesses thrive. Class Super is Australia’s leading cloud-based SMSF administration software. Class Portfolio is an award-winning administration and reporting solution for non-SMSF portfolios. Class tools and technology drive higher levels of efficiency and automation that allow businesses to grow faster.

Click here to visit their website
OFX logo


The Tax Institute have partnered with OFX to offer members a better a deal on their international money transfers. With OFX, members have access to preferential exchange rates, and will enjoy one OFX fee-free transaction under AUD$10,000 (all transactions over AUD$10,000 have no transaction fees).

Why pay the banks up to a 5% margin on the daily exchange rates? OFX’s network of 115 bank accounts worldwide means our rates are far more competitive. Your money sometimes won’t even need to leave the country - we pay your recipient from our funds in the destination country. It also means we can stay open during times of high currency volatility and allows us to process your transfer 24/7, 363 days a year – even when the banks are closed. We’ve also built a proprietary online platform and automated processes that let us operate with maximum efficiency, saving on staffing costs.


  • Extremely competitive foreign exchange rates across 55 currencies
  • Complete exchange rate transparency
  • 24/7 telephone customer service and online access
  • Access to rate alerts and daily market commentary on the major currencies,
  • Risk management tools such as Limit Orders and Forward Exchange Contracts to mitigate currency risk.

Register now.

Questions? Speak to The Tax Institute’s dedicated Account Manager – Tim Bentley on (02) 8667 8055.


CCH is pleased to continue its partnership with The Tax Institute. As a member you are provided with a range of special offers, please visit for more information.

In addition, members also receive a significant discount on the Tax Agents Manual, a publication produced as a result of the partnership between CCH and The Tax Institute.

Lifeline logo


The Tax Institute is a Corporate Supporter of Lifeline

Somewhere in Australia there is a new call to Lifeline every minute.

For nearly 50 years Lifeline's 13 11 14 telephone crisis service has operated 24 hours a day, 365 days a year taking calls from all across Australia - a friendly voice, during a time of crisis, at the end of a phone line. Recently we've also launched online cisis support chat providing the same life-saving service which we have offered on the phone.

We rely on donors to provide our essential services.

If you are able to make a donation (however big or small) either one off or regularly, please call us now on 1800 800 768 or go online at




Autopia is proud to partner with The Tax Institute. As a member you are provided with a range of special offers, please see for more information.

Benefits for Members

All Institute members will receive a 50% discount when signing up to Autopia’s Go Drive.

  • Financial savings (afforded through fleet discounts and tax effective structuring)
    Autopia will enable Members to access buying power that they just can’t leverage on their own.
  • Time savings (fully outsourced vehicle management solution)
    Members receive one fixed cost monthly invoice which covers all areas of vehicle expenditure, and we manage everything else.
  • Compliance (EOFY tax packs do all the heavy lifting so members don’t have to)
    Members can relax in the knowledge that they are getting maximum tax deductibility on their vehicle/s and are fully tax compliant.
Wine Direct logo

Wine Direct

Very competitive wine prices

Wine Direct delivers brands you know and trust plus many hard to get labels at very competitive prices (including some at or below wholesale).

What's on offer?

  • Exceptional wine offers and expert wine service
  • Trusted brands and many harder to get labels from Australia's premier regions
  • Corporate gift service catering to all budgets
  • Discounted freight. Pay only $7.50 per carton for delivery anywhere in Australia.

The very best of what is on offer is available in our Wine Update.

Latest wine specials

Latest wine packs

Sign up to receive our wine offers obligation free


Receipt Bank

Receipt Bank

Receipt Bank, the World’s Favourite Pre-Accounting Platform

Founded in 2010 out of frustration from the amount of time and money lost in forgotten expenses, lost receipts and weekends spent sorting through paperwork.

Our founders decided there must be a better way to track business expenses and share them with your accountant.

150 million receipts, bills and bank statements later, Receipt Bank now connects accountants, bookkeepers and businesses to unlock the value of accounting data.

Bringing Business Into Real-Time

We’ve come a long way from just reading receipts. Now, we make it simple to capture, process and share all financial information instantly.

Our unique combination of AI-powered OCR technology and human verification turns documents into digital data faster than any other solution, with a level of accuracy you can trust.

There’s no waiting around, no data entry, and no paperwork. For cloud or desktop systems, we update the general ledger in real time, so your business and your clients are always up to date.

Find out more or call us on 1800 107 451

BMW Logo


In addition to the standard BMW and MINI benefits, members of The Tax Institute also receive BMW or MINI Service Inclusive scheduled servicing for 3 years or 60,000kms

You also receive a host of additional benefits though the BMW and MINI Corporate programs.

Find out more