Virtual Event
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
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
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
Joint bodies remain concerned about new tax agent obligations
The professional bodies representing Australia’s tax and BAS agents, including the Institute of Financial Professionals Australia (IFPA), have advised that they met with the Assistant Treasurer’s office and Treasury on Friday 6 September 2024 to discuss their ongoing concerns regarding the Tax Agent Services (Code of Professional Conduct) Determination 2024.
September 9, 2024
Limited Consultation on New Tax-Agent Code Raises Concerns Among Professional Bodies
The Joint Bodies, including the Institute of Financial Professionals Australia, have raised concerns over the limited consultation on the recent Tax Agent Services (Code of Professional Conduct) Determination 2024. The changes, which introduce eight new obligations for registered tax and BAS agents, were implemented without sufficient engagement with key industry associations.
August 16, 2024
Submission on the Review of Eligibility Requirements for Registration with the Tax Practitioners Board (TPB)
On Wednesday 7 August 2024, the Institute of Financial Professionals Australia (IFPA) submitted a formal response to Treasury’s Consultation Paper on the Review of Eligibility Requirements for Registration with the Tax Practitioners Board (TPB). We have expressed to Treasury that this submission should be considered an initial step, and we have strongly recommended
August 7, 2024