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

Online Tax Discussion Group – Breakfast Session (2024) Apr

Tax Notes

Information that is Easy to Understand and Follow

Super Notes

A compilation of key case law, regulator updates and industry insights for you.

Discussion Groups

Designed for busy professionals to stay on top of your game as a professional

CPD Pro

We support our members through the provision of professional development.

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

IFPA slams retrospective CSLR levy

The Institute of Financial Professionals Australia (IFPA) is deeply concerned about the retrospective aspect of the CSLR levy and the cost advisers will have to pay to fund the operation of the CSLR. You can read our recommendations to the government here.

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Our submission to the inquiry into Division 296 – Senate inquiry

On 23/2/24, we provided our submission intoTreasury Laws Amendment (Better targeted Superannuation Concessions and Other Measures) Bill 2023.This Bill has been referred to the Senate Economics Legislation Committee with the report due on 19 April 2024. In our submission, we restated our case that Division 296 must not be legislated in its

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Our submission on objective of super – Senate inquiry

On 9/2/24, we provided our submission into the Superannuation (Objective) Bill 2023. This Bill was referred to the Senate Economics Legislation Committee for inquiry with a report due by 28 March 2024. In our submission to this inquiry, we outlined our concerns with legislating the objective of superannuation and also recommended

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