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CPD requirements

The following are the CPD requirements for members of The Tax Institute

Membership category Membership CPD requirements (from 1 July 2012)
Chartered Tax Adviser 30 hours structured tax related CPD per annum
Fellow or Associate 30 hours tax related CPD per annum made up of 50% unstructured (15 hours) and 50% structured (15 hours)
Affiliate No CPD requirements
Students No CPD requirements


Structured CPD

Structured CPD 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.

You can also login to view your Membership CPD Record.

Unstructured CPD

Unstructured CPD is defined as an activity which does necessarily define the types of attendees. Unstructured can 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.
Should you have any further enquiries regarding other possible structured CPD options and the hours allocated towards your mandatory structured CPD, please contact a Membership Adviser on 02 8223 0060.

If you are a tertiary education student, The Tax Institute can help you progress in your career journey.

Your qualification puts you on the path for your career but doesn't exactly open every door. From here on, the journey is about making the right choices, working with the right companies, and absorbing the expertise of industry professionals. And it's about gaining the professional edge that will help you secure a place in business.

That's where The Tax Institute comes in.

The Tax Institute offers FREE student membership with a unique opportunity to access the most current developments within the tax field. Membership also offers postgraduates courses to help you link your academic studies to the workplace and the opportunity to find jobs in the taxation field.

Benefits of student membership

Online resources

The Tax Institute website is a useful resource when preparing assignments and conducting research. It includes breaking daily news and updates, access to cases, rulings, legislation, seminar and convention papers, submissions on tax policy, administration and technical matters, archives of articles from Institute journals, updates on offers and events.

TaxCareers Online Job Posting Service

A powerful career tool and a direct link to opportunities within the tax profession. It brings together employers and job seekers Australia-wide.

Taxation in Australia Journal

The Taxation in Australia Journal is Australia’s leading tax journal and provides up to-date practical information on the latest tax issues which makes it invaluable to any tax professional. With 11 publications a year, student members will receive access to the latest versions online.

TaxVine e-Newsletter

Delivered weekly, TaxVine provides you with information on current issues as well as updates on our Tax Policy and Advocacy activities.

Discounts on events and products

Student Members receive discounted rates to attend Tax Institute seminars and events delivered by experts in the field. You will also receive discounts on online resources, publications and books.

Why a career in Tax?

Tax affects everyone - how much you earn, spend and invest depends on various aspects of the tax system. Tax is part of government, business and indeed everyday life. That's why intelligent and experienced tax professionals are always highly sought after.

Tax professionals enjoy a fulfilled career, filled with complex, technically challenging work, a chance to get inside the client's business and affect and implement significant business decisions, opportunities to build vast networks and opportunities to develop significant management and leadership skills.

Australia's tax system is one of the most complex in the world. Your clients will rely on your expertise and advice in managing their tax obligations and associated risks.

As a tax practitioner you may one day lead your own team or even your own firm in engaging with Australia's premier businesses to develop creative solutions for your client's problems.

Rewarding in every way a career should be:

Professionally rewarding: develop a large range of technical, business and problem solving skills that you will use throughout your developing career. Tax is an exciting blend of legal and/or accounting analysis and business acumen. Businesses rely extensively on and highly respect their tax advisors. Tax practitioners also typically enjoy real job security.

Financially rewarding: Tax professionals possess vastly specialised knowledge which is usually further developed through significant technical training and further study. This knowledge coupled with business skills ensures that tax professionals are financially rewarded for the value they bring to the table.

Personally rewarding: Being part of the tax profession requires you to change and adapt to constantly changing tax laws. Each change poses a chance to learn and grow, and a chance to expand your practice. You will constantly engage with new and challenging problems and develop crucial business skills, making for a rewarding work life.


Studying at The Tax Institute

CTA1 Foundations increases confidence, productivity and career opportunities.

CTA1 Foundations is the vital link between academic studies and workplace practice. It provides new entrants to the profession with a working knowledge of tax compliance requirements to the Australian tax system.

Highly regarded by employers and developed and delivered by practitioners, CTA1 Foundations provides candidates the opportunity to learn and retain key principles and processes required to be successful in the taxation profession.

Build your competitive edge

Ideal for recent graduates of accounting or law, it provides the competitive edge to establish a career in tax. The course will expand your knowledge across all areas of tax to provide more depth to your degree and attract employers' attention!

What is the Chartered Tax Adviser designation?

The Chartered Tax Adviser designation is an internationally recognised and respected mark of technical excellence and professional integrity which represents the pinnacle of the profession. The post-nominals CTA, represent the highest standards for Tax Advisers who have extensive experience and a commitment to being at the forefront of the profession.

Stand above other advisers

The CTA designation is an advertisement to employers and clients of your high standing and commitment to maintaining currency in the profession. The constantly evolving state of tax law and administration means that tax practitioners need to keep their skills and knowledge up to date with the changing landscape. Employers and taxpayers want the confidence in knowing that their tax professional has the right qualifications to manage their affairs. Those carrying this designation have proved themselves to be of the highest calibre and equipped to provide the best tax advice.

Chartered Tax Adviser Criteria

To be eligible as a Chartered Tax Adviser you must successfully pass The Tax Institutes CTA3 Advisory Exam assessment.

We are renowned for setting the standard for tax professionals in Australia and as such we offer four levels of member grades, each with differing requirements to showcase experience and commitment to continuing professional development. Some of the reasons you may wish to upgrade or transition your membership are:

  • Change to voting member status
  • Distinguish yourself in the industry
  • Gain an internationally recognised designation as a Chartered Tax Adviser
  • Change your CPD commitments
  • Your circumstances have changed

Current members can upgrade or transition your membership by downloading this form

Retired membership

To enable retiring professionals an opportunity to remain engaged with the Institute and the profession we provide retired membership. To apply for retired membership you must meet the following criteria:

  • have been a member for the preceding 10 years
  • have reached the age of 55 years
  • are no longer in public practice or full-time employment
  • your income from personal exertion that does not exceed $10,000 per annum.

To apply for retired membership please download a Retired Membership Application Form [PDF] and return to The Tax Institute on the details provided on the form.

Member deferral and resignation

You can defer your membership for a maximum of two years for a fee of $99 per annum. Deferring your membership allows you to maintain your status and renew your membership once your situation changes.

Defer your membership

If you wish to cancel your membership please contact a Membership Adviser on 02 8223 0060.