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The Tax Practitioners Board (TPB) has released key documents that contain important information for tax (financial) advisers. These include what is a tax (financial) advice service, professional indemnity (PI) insurance requirements, and continuing professional education (CPE) for tax (financial) advisers: Tax Practitioners Board media release (30 June 2014).

These key guidance policies are intended to assist registered tax (financial) advisers to further understand their obligations under the Tax Agent Services Act 2009.

From 1 July 2014, Australian financial services licensees and authorised representatives who register as tax (financial) advisers are required to maintain PI insurance and complete continuing professional education that meets the TPB’s requirements.

The final policies include relevant examples to assist tax (financial) advisers to understand what is a tax (financial) advice service and ensure compliance with the TPB’s PI insurance and CPE requirements.

The policy documents are:

  • TPB(I)20/2014 What is a tax (financial) advice service?
  • TPB(EP) 05/2014 Professional indemnity insurance policy requirements for tax (financial) advisers
  • TPB(EP) 06/2014 Continuing professional education policy requirements for tax (financial) advisers.
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