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.
OUR UPCOMING EVENTS
Super Notes
Discussion Groups
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
Submission on TPB(I) D56/2024 to TPB(I) D61/2024
The Institute of Financial Professionals Australia (IFPA) today provided our response to the above draft Information Sheets (IS) released by the Board on 24 October 2024, on aspects of the TASA Code of Professional Conduct (“the Code”).
IFPA Welcomes Clarified Professional Standards for Tax Practitioners
The Institute of Financial Professionals Australia (IFPA), representing over 15,500 independent tax, superannuation, and financial services professionals, has today submitted its detailed response to the Tax Practitioners Board (TPB) on the draft Information Sheets (D56/2024 to D61/2024). These sheets provide guidance on recent changes to the TASA Code of Professional
Our submission on retirement phase of super
On 9/2/24, we provided our submission on the ‘retirement phase of superannuation’ discussion paper. We recognise the need to optimise the retirement phase of superannuation and focussed our submission on how SMSFs may be impacted by the government’s proposed retirement income plans and products that may be constructed to help