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Email* Enter Email Confirm Email Password* Enter Password Confirm Password Strength indicator You are about to join The Institute of Financial Professionals of Australia (IFPA) as a Platinum Package MemberWould you be joining as a TAIPAL Fellow?* Yes No I understand that upon joining:* I agree with the Terms and Conditions.https://ifpa.com.au/member-terms-and-conditions/You are about to join TAIPAL as a Fellow MemberEligibility and compliance* In the past 5 years, I have not been convicted of a criminal or serious civil offence, or been subject to any disciplinary action under the Corporation In the past 5 years, i have not been subject to any disciplinary action or investigation by a professional association or regulatory body, nor have In the past 5 years, I have not been declared bankrupt in my personal capacity, or operated as an officer of a corporate entity which has entered I declare that I have a current professional indemnity policy complying with the rules of TAIPAL. I agree to comply with the by-laws and understand I may be audited for compliance with the included CPD requirements. I agree not to use the TAI Practitioners & Advisers Ltd designations, or in any way hold out to be a Fellow, until obtaining the accreditation. CPD Requirements* I will comply with the Certified Professional Education (CPE) requirements. I will comply with the Tax Practitioners Board (TPB) criteria. I also agree to comply with the Institute of Financial Professionals Australia's (IFPA) by-laws. I agree to become a voting member of TAI PAL I agree to comply with the CPE requirements and understand my compliance may be audited. I understand upon joining* Access to member-only content and will be eligible for discounted member pricing on IFPA products and services. I agree with the Terms and Conditions. https://ifpa.com.au/member-terms-and-conditions/Licensee DetailsLicensee Name Auth. Rep. Number AFSL Number Licensee Website Eligibility CriteriaTPB Registration* Tax Agent BAS Agent Tax (Financial) Adviser TPB Registration Number* TPB Registration Expiration Date* DD slash MM slash YYYY Other Registrations Held I am a Registered SMSF Auditor I am a Registered Company Auditor I am a Registered Financial Adviser I hold an Australian Service License (AFSL)/ I am an authorised representative of the holder of an AST. Other (please list) Other Registrations* Please upload the relevant files.Professional Indemnity Insurance*Please provide a Certificate of Currency under your name.Accepted file types: pdf, doc, docx, jpg, png, Max. file size: 128 MB.Degree or post-graduate award of accountancy or financial planningProvide a degree or a post-graduate award in the discipline of accountancy or financial planning from either an Australian tertiary institution or an equivalent institution.Accepted file types: pdf, doc, docx, jpg, png, Max. file size: 128 MB.Diploma or higher award of accountancy or financial planningProvide a diploma or higher award in the discipline of accountancy or financial planning from either a registered training organisation or an equivalent institution.Accepted file types: pdf, doc, docx, jpg, png, Max. file size: 128 MB.Australian Legal Practitioner academic qualificationProvide an academic qualification required to be an Australian Legal Practitioner.Accepted file types: pdf, doc, docx, jpg, png, Max. file size: 128 MB.Statutory declaration of 8 years of full-time experienceProvide a statutory declaration of having worked 8 years of full-time experience in providing tax agent or financial planning services in the last 10 years.Accepted file types: pdf, doc, docx, jpg, png, Max. file size: 128 MB.Practice Affiliate MembersIf you would like to add any Affiliate Members for $155 to your Practice Membership please register the users below by clicking on "Add Member'. Practice Affiliate Members Name Company Email Phone Actions Edit Delete There are no Members. Add Member Maximum number of members reached. Add additional Practice Affiliate Members at $155 per memberYou are about to join The Institute of Financial Professionals Australia (IFPA) as a Practice Member This entitles you to all the associated benefits, including: - Tax Summary (print & digital) - SMSF Manual (print & digital) - Outlook magazine (six issues per year) - Lodgement Rates and Thresholds Pocket Guide - Free report/paper on a topical tax issue every month - Member discounts on other publications, events and more. I understand that upon joining:* I agree to become a full voting member of The Institute of Financial Professionals of Australia (IFPA) I agree with the Terms and Conditions https://ifpa.com.au/member-terms-and-conditions/You are about to join The Institute of Financial Professionals Australia (IFPA) as a StudentThis entitles you to all the associated benefits, including: - Provide free access to webinars - Networking events - Outlook magazine (digital) - Daily and Weekly Update newsletters I understand that upon joining:* I agree with the Terms and Conditions.https://ifpa.com.au/member-terms-and-conditions/You are about to join The Institute of Financial Professionals Australia (IFPA) as an Affiliate MemberThis entitles you to all the associated benefits, including: - Daily Update newsletter - Discounts to events - Outlook magazine (digital) - Budget updates - Member only tools I understand that upon joining:* I agree with the Terms and Conditions.https://ifpa.com.au/member-terms-and-conditions/You are about to join The Institute of Financial Professionals Australia (IFPA) as an SMSF Trustee MemberThis entitles you to all the associated benefits, including: - Daily Update newsletter - Discounts to events - Outlook magazine (digital) - Budget updates - Member only tools I understand that upon joining:* I agree with the Terms and Conditions.https://ifpa.com.au/member-terms-and-conditions/You are about to join The Institute of Financial Professionals Australia (IFPA) as a Professional MemberThis entitles you to all the associated benefits including: - Tax Summary – digital and print editions - SMSF Manual – digital and print editions - The Outlook magazine – print (6 issues per annum) I understand upon joining: I agree to become a full voting member of The Institute of Financial Professionals Australia (IFPA) I agree with the Terms and Conditions. https://ifpa.com.au/member-terms-and-conditions/TAIPALTAI PRACTITIONERS & ADVISERS LIMITED - Tax Practitioners and Advisers Limited (TAIPAL) is The Institute of Financial Professionals Australia's (IFPA) Registered Tax Agent Association. - The cost of joining TAIPAL is included in your The Institute of Financial Professionals Australia (IFPA) membership. - Becoming a member of TAIPAL assists you with gaining or maintaining your registration with the Tax Practitioners Board. - As part of your TAIPAL membership, you also receive a significant discount on CPD Pro, our popular bundled CPE offering. Joining TAIPAL* Yes, I would like to become a TAIPAL voting member at no extra cost. No, I do not wish to join TAIPAL for now. TAIPAL Membership CriteriaTPB REGISTRATION NUMBER*TAIPAL Eligibility Upload Files (optional)If you do NOT have a TPB Registration Number, you need to provide evidence for one of the criteria below. Otherwise, press 'Submit' to proceed. In selecting a criterion, please check the requirements of that criterion as detailed by the Tax Practitioners Board here. Tertiary qualifications in AccountancyMax. file size: 128 MB.Tertiary qualifications in lawMax. file size: 128 MB.Tertiary qualifications in lawMax. file size: 128 MB.Work experienceMax. file size: 128 MB.Membership of a professional associationMax. file size: 128 MB.Declaration*Please read our terms and requirements before proceeding. I agree to become a Voting Member of TAIPAL I agree to comply with the CPE requirements and understand my compliance may be audited. Add CPD Pro to your IFPA MembershipFor more information about CPD Pro, please visit https://ifpa.com.au/cpd-pro/ https://ifpa.com.au/cpd-pro/CPD Pro: $ 450 Yes, join now No, not now CPD Requirements* I will comply with the Certified Professional Education (CPE) requirements. I will comply with the Tax Practitioners Board (TPB) criteria. I also agree to comply with the Tax and Super Australia's by-laws. I agree to become a voting member of TAI PAL I agree to comply with the CPE requirements and understand my compliance may be audited.
