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Upgrade or transition your membership

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

I am an Affiliate member looking to upgrade my membership*

*There is a fee associated with upgrading your membership from non-voting to voting.

I am a/n Associate, Fellow or CTA member looking to transition my membership.

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 5 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 $30,000 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

Deferring your membership allows you to not lose your status and renew your membership once your situation changes. It is a requirement of your deferred Membership that you continue to meet the Continuing Professional Development (CPD) requirements of your Membership status.

If you wish to cancel your membership please contact a Membership Adviser on 1300 829 338.