LEADERS IN THE COMMUNITY
We are the association of choice for all tax, superannuation, and financial advice professionals, particularly those in the SME sector.
About the Institute of Financial Professionals Australia
The tax, accounting, superannuation, and financial advice profession is undergoing rapid change, and our mission is to support this sector into the future, recognising the increasing convergence of services.
The Institute of Financial Professionals Australia is a not-for-profit membership association (originally known as Taxpayers Australia, then Tax & Super Australia) and has been serving members for over 100 years.
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BECOME A MEMBER
With best-in-class resources, connections, and a strong advocacy voice developed over 100 years of serving members, the Institute of Financial Professionals is perfectly placed to help you develop your professional expertise, build lasting connections, and manage your practice.
Whether you’re a new practitioner or a seasoned professional, our technical teams and external specialists can provide you with current and relevant CPE in tax, accounting, superannuation, and financial planning, whether it be through webinars, discussion groups, forums, podcasts or seminars.
We’re the professional partner you can lean on. Our community of financial professionals looks forward to welcoming you.
Our Advocacy
Transcript Ruth Owen Tax Ombudsman Meeting with Ky Wilson, Institute of Financial Professionals Australia (IFPA)
At a time when Australia’s tax agents and financial professionals face growing administrative burdens it is crucial that their concerns are heard. Institute of Financial Professionals Australia (IFPA) Acting General Manager Ky Wilson met with Ruth Owen, Tax Ombudsman, to raise the real-world frustrations of our members and discuss the
Submission on Delivering Better Financial Outcomes exposure draft legislation
On 2 May 2025, the Institute of Financial Professionals Australia (IFPA) lodged its submission on the Delivering Better Financial Outcomes exposure draft legislation. While IFPA welcomes the Government’s intent to improve the accessibility, affordability, and client-centricity of financial advice through the Quality of Advice Review (QAR) reforms, we are concerned
Letter to the Commissioner
On 24 April, the Institute of Financial Professionals Australia (IFPA) wrote to Mr Rob Heferen, Commissioner of Taxation, regarding a recent Tribunal decision involving a disallowed meal expense claim by a long-distance truck driver (Shaw’s case). In IFPA’s letter to the Commissioner, IFPA stated it believes this case warrants a review