JOIN the Institute of Financial Professionals Australia COMMUNITY
With a community of more than 15,500 tax, accounting, superannuation and financial advice professionals, it pays to be a member.
Take your career to the next level by joining our strong community of like-minded financial professionals who strive for the best outcome for their clients and who have each other’s back.
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.
We are also accredited by the Tax Practitioners Board as a recognised tax agent association.
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.
Whether you are a new practitioner or a seasoned professional we are the professional partner you can lean on.
MEMBERSHIP CATEGORIES
AFFILIATE & SMSF TRUSTEE
$50 - $100
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Tax Summary – digital edition
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State Tax Summary – digital edition
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SMSF Manual – digital edition
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The Outlook magazine - digital
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Daily Update E-newsletter
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IFPA Podcast
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Consultative forums
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Government submissions
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Access to Tax Australia - our advisory service at member pricing
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Super Quarterly Update (4 sessions)
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Member only discounts for online purchases and webinars
TAX & SUPER PROFESSIONAL
$630
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$52.50/month Payment Plan Option
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Unlimited Tax & Super Helpline calls
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Tax Summary - print edition, online library
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State Tax Summary – print edition, online library
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SMSF Manual - print edition, online library
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Tax and Threshold Rates Card (digital and print)
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The Outlook magazine – print and online library (6 issues annually)
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1 free online Tax or Super Discussion Group session
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Daily Update E-newsletter
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IFPA Podcast
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Consultative forums
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Government submissions
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Access to Tax Australia - our advisory service at member pricing
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Member only discounts for online purchases and webinars
FINANCIAL ADVICE PROFESSIONAL
$630
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Unlimited Tax & Super Helpline calls
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Tax Summary – digital edition
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State Tax Summary – digital edition
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SMSF Manual – digital edition
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Tax and Threshold Rates Card (digital)
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The Outlook magazine – print and online library (6 issues annually)
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Daily Update E-newsletter
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IFPA Podcast
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Consultative forums
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Government submissions
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Access to Tax Australia - our advisory service at member pricing
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Super Quarterly Update (4 sessions)
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5 x Tax (Financial) advice Webinars
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CPD Platform for Financial Planners/Advisers (meeting your 40 hours of CPD)
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Member only discounts for online purchases and webinars
PRACTICE
$875
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Purchase digital access for staff at $155 per additional user
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Unlimited Tax & Super Helpline calls
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Tax Summary - print edition, online library
-
State Tax Summary – print edition, online library
-
SMSF Manual - print edition, online library
-
Tax and Threshold Rates Card (digital and print)
-
The Outlook magazine – print and online library (6 issues annually)
-
Daily Update E-newsletter
-
IFPA Podcast
-
Consultative forums
-
Government submissions
-
Access to Tax Australia - our advisory service at member pricing
-
Member only discounts for online purchases and webinars
FELLOW
$955
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Includes a one time application fee of $50
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Unlimited Tax & Super Helpline calls
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Tax Summary - print edition, online library
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State Tax Summary – print edition, online library
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SMSF Manual - print edition, online library
-
Tax and Threshold Rates Card (digital and print)
-
The Outlook magazine – print and online library (6 issues annually)
-
Daily Update E-newsletter
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Fellow status (industry experience prerequisite)
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IFPA Podcast
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Practitioner's Pathway – Fellow
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Consultative forums
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Government submissions
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Access to Tax Australia - our advisory service at member pricing
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Annual Conference
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CPDpro Package
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Member only discounts for online purchases and webinars
PLATINUM PACKAGE
$1,200
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$100/month Payment Plan Option
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Unlimited Tax & Super Helpline calls
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Tax Summary - print edition, online library
-
State Tax Summary – print edition, online library
-
SMSF Manual - print edition, online library
-
Tax and Threshold Rates Card (digital and print)
-
The Outlook magazine – print and online library (6 issues annually)
-
Complimentary online or in person Tax Discussion Group participation
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Complimentary online or in person Super Discussion Group participation
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Daily Update E-newsletter
-
Fellow status (industry experience prerequisite)
-
IFPA Podcast
-
Practitioner's Pathway – Fellow
-
Consultative forums
-
Government submissions
-
Access to Tax Australia - our advisory service at member pricing
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Annual Conference
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All Annual Tax / Superannuation / Financial Services/ Soft skills Webinars
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CPD Platform for Financial Planners/Advisers (meeting your 40 hours of CPD)
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CPDpro Package (meeting your 40 hours of CPD)
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Client Newsletter (13 issues): Keep your clients informed with insightful updates.
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Member only discounts for online purchases
Unlock a wealth of knowledge with our membership subscriptions. Get access to the latest news and insights.
If you have questions about our membership options, please call Members Services at (03) 8851 4555 from 9am – 5pm (AEST). Monday to Friday (excl. Public Holidays)