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A better future together.

Better service delivery.
Bigger impact.
A lasting legacy.

 
 

The journey so far

 

December 2025

The Institute and the IPA enter into a Heads of Agreement, exploring the opportunity to bring the Institute into the IPA Group. Due diligence begins.

 

Read more:

Joint statement

Member announcement

 

February 2026

The Institute’s President, Tim Sandow, CTA and CEO, Scott Treatt, CTA, hold member consultation sessions around the country, gaining members’ insight and answering questions about the proposal.

 

Read more:

Consultation presentation

March 2026

The insight from those consultation sessions is shared with members.

A strong majority – 89% of members – recognise the value of the proposal.

 

Read more:

Consultation insights

 

May 2026

Due diligence is in the final stages. The Institute and the IPA Group have agreed upon a final proposal for amalgamation.

This agreement, which has been carefully designed to safeguard the Institute’s future, will be finalised by the Board and is not required to be subject to a member vote under the Institute’s Constitution.

 

How your Institute will grow

Protecting the Institute our members have built

The Tax Institute remains the home of tax in Australia, with the same focus and expertise in tax that we have today. This is a non-negotiable at the heart of the agreement between our organisations.

Improved technology in a fast-paced digital landscape

Shared resources and back-office costs create new opportunities for us to undertake significant investment in our online experience, including the website and member portal.

Outstanding services our members deserve

 Our members enjoy the best tax learning, CPD, resources and experiences in the game. This agreement allows us to deliver them to you more effectively and drive increased member value.

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A community built on integrity and excellence

Professional diligence, integrity and excellence: these values define members of both the Institute and the IPA. We’re connecting communities who can – and will – build each other up.

Safeguarding our longevity and value

Through shared resourcing and operational costs, this agreement allows us to better allocate our financial resources towards deliver long-term value where it matters most to members.

The home of tax for generations to come

Our members have built something incredible. This is an opportunity to ensure that legacy continues for decades into the future, supporting generations of tax professionals to come.

 
 

The Tax Institute will remain the home of tax in Australia. Our focus will not shift away from tax and our activity will still be driven by our members – some of the best tax practitioners in the business.

As part of the IPA Group, the Institute would retain a distinct voice and perspective in matters of policy and advocacy. Our members will also benefit from being part of a larger, more global community of professionals, passionate about correct client outcomes and upholding professional standards in tax and accounting.

In the short-term, your membership will continue as usual – your membership fee, your designation, the member benefits you receive and the education, events and CPD you take part remain unchanged.

Your current member benefits will continue to be delivered. In time, you will begin to see improvements in the accessibility and delivery of these benefits as we leverage IPA’s existing platforms and infrastructure to improve The Tax Institute member experience.

As we find efficiencies and streamline our operating model, we aim to also free up the resources we need to deliver increased member benefits.

Our members will remain in control of TTI's direction, advocacy and output. The Institute retains our By-Laws, member-driven Committees and Councils and our identity as the home of tax.

TTI and the IPA would also maintain distinct staff to support our members. Some efficiencies may be found in how we work together and streamline our services, but when you call the Institute, attend our events or reach out to us in any way, you will still speak to an Institute staff member, as you do today.

We have worked to provide this updated information to you ahead of member renewals, so that you can renew with confidence, knowing that no matter what, we remain the home of tax and you remain a member of The Tax Institute – the amalgamation does not change your membership fee, your designation, the member benefits you receive or the education, events and CPD you take part in.

Behind the scenes, your renewed membership may transition to a new legal entity partway through the financial year as the agreement comes into effect.

Under the agreement currently being discussed, your membership benefits and fees for IPA and TTI remain separate.

In the future, opportunities to make holding membership with both IPA and TTI simpler may be explored, and we’ll provide further information on that when available.

Around 60% of our members are accountants. Those members working in other areas of tax, including legal practitioners, regulators and academics, are valued contributors to all we do. From the very start, we’ve made it a priority that these members will continue to benefit from the same in-depth tax knowledge and professional opportunities as you do now.

As we refine the structure of the proposed amalgamation, we are considering how any legal structures may affect these members.

This is to be an asset sale arrangement and the agreed approach is that legally, our members would hold a voting interest and membership in the IPA Group. That membership would be a TTI designated membership. This means that you’re not a member of the IPA – you remain a member of The Tax Institute, which is a distinct legal entity within the IPA Group.

Members would still have voting rights under The Tax Institute’s Constitution, which would apply to the new legal entity sitting within the IPA Group. The Institute retains our By-Laws, any changes to which would still require approval from The Tax Institute’s National Council. 

The IPA have huge respect for the Institute, its members and the work they do. As a member-driven organisation, the Institute produces incredible tax technical resources and advocacy. The Institute’s education programs and CPD events are also world-class.

This agreement will allow us to explore avenues for IPA members and students to better access learning opportunities through the Institute, to help them explore a tax specialty and grow the ranks of the tax profession.

In the future, as we discuss the ways our organisations can work together, it may mean sharing of knowledge across our networks – IPA members benefitting from TTI members’ expertise and vice versa – greater opportunities for members of both organisations to grow their professional networks and profile, a stronger shared voice in our advocacy and pooled resources through which to grow stronger in an increasingly competitive market.

The potential for growth and to explore new opportunities together as a thriving community benefits both organisations.

Our due diligence has been progressing well and The Tax Institute’s Board, leadership team and members are all optimistic about this opportunity for our future. 

We are anticipating that an agreement will be reached prior to the end of this financial year. We will keep our members informed of any developments at the earliest possible opportunity.