Member Benefits

WHO ARE WE

For more than 100 years, we’ve brought accurate information and expert knowledge to our members to give you the support, confidence and practical solutions you need to serve your community.

As an established not-for-profit that was founded in 1919 as Taxpayers Australia, then Tax & Super Australia in 2016, and finally to the Institute of Financial Professionals Australia in 2022, we are here to shape the future of your profession for the better. We advocate for and represent you across government, regulators and through the media to ensure that small to medium practices and practitioners always have a voice at the table.

WHAT WE DO

One thing’s certain: a career in tax, accounting, superannuation, and financial services is anything but simple – particularly if you have a small to medium-sized business.

We are here to make it easier for you. We are your home for the latest on tax, super and financial services.

Explore how we can support you or reach out to find out more.

KEY MEMBER BENEFITS

HELPLINE SERVICES

Our Helpline Service will connect you to a highly qualified – and friendly! – professional who has expertise in the relevant area for an informal discussion.

TAX SUMMARY - DIGITAL & PRINTED

The guide to Australian tax:
Are you a tax practitioner, business owner, taxpayer or tax student? Then the Tax Summary is designed for you.

STATE TAX SUMMARY - DIGITAL & PRINTED

A comprehensive resource designed specifically for tax practitioners, business owners, employers, and taxpayers engaged in the complex State and Territory tax and duty systems across Australia.

SMSF MANUAL

A simple guide to Self-Managed Superannuation Funds:
Are you an SMSF practitioner or trustee, or studying superannuation? Then the SMSF Manual is designed for you.

DISCOUNTED CPD EVENTS

Webinars, seminars, discussion groups and more.

OUTLOOK MAGAZINE

Outlook magazine is published bi-monthly and covers topical and emerging issues within the tax, superannuation and financial services industry.

POCKET RATE & THRESHOLDS GUIDE

We assist our members in accessing rewarding career opportunities within the industry.

ADVOCACY & INFLUENCE

Provide feedback and gain recognition.

Testimonials


We offer practical support, relevant CPE programs, advice and real-world solutions, and importantly, we support and advocate on members’ behalf – specifically for the small to medium practices within the industry.

FAQs

Both the digital Tax Summary and SMSF Manual are available via FlipHTML, which can be views directly from your dashboard. We do not provide a PDF version as we need to protect our licensed products.

CPDpro is an extra subscription to professional membership (note that professional membership is a pre-requisite to CPDpro).

We do not offer instalments yet but we are working on to find a suitable system to allow this. Note that our association is a not-for-profit membership organisation with an aim to keep our prices as low as possible in support of our members.

Membership is pro-rated on the basis of a common annual renewal date. Apart from being easy to remember, this also provides potential members with an opportunity to trial membership for a smaller cost.

There are significant penalties for anyone providing tax agent services for a fee or reward or advertising tax agent services while unregistered. Additionally, under the safe harbour provisions in the law, taxpayers using a registered tax agent may not be liable to some administrative penalties imposed by the ATO in certain circumstances.

To become a registered tax agent, individual applicants must satisfy certain qualifications and experience requirements of the TPB. For example, tertiary qualifications in accountancy with required relevant experience, diploma or higher award with increased relevant experience, as well as membership of a professional association such as the Institute of Financial Professionals Australia. We offer pathways to tax practitioner registration via our Fellow pathway or the Associate pathway.

BECOME AN IFPA MEMBER

Our memberships offer a huge range of practical expertise and support. But sometimes our members need that extra knowledge boost or training in a certain area, or perhaps need help to streamline their CPE.

That’s where our membership add-ons – exclusive to members – provide the perfect solution. If you are not a member, join us and become a member today!