Whether you are a new practitioner or a seasoned professional we are the professional partner you can lean on.
The Institute of Financial Professionals is perfectly placed to help you develop your professional expertise, build lasting connections, and manage your practice.
Supporter
Free
Available for any Australian Taxpayer or Supporter of the Company in capacity as a member of public plus tax, accounting, superannuation, and financial adviser/planner professionals.
Classification: Non-Voting Member
Supporter Receives:
- Daily Update newsletters
- Daily email communications of products and services
- Access to events
Student
Free
Student members receive several benefits designed for individuals pursuing a career in the industry, including professional development, access to resources and publications, and career support.
To qualify for this membership tier, you must currently be enrolled in a related course of study.
Classification: Non-Voting Member
Student Receives:
- Provide free access to webinars
- Networking events
- Outlook magazine (digital)
- Daily and Weekly Update newsletters
Affiliate
For those wishing to receive information from the Institute of Financial Professionals Australia (IFPA) and are not currently practicing Australian registered tax agents, accountants, or financial advisers/planners.
Classification: Non-Voting Member
Affiliate Receives:
- Daily Update newsletter
- Discounts to events
- Outlook magazine (digital)
- Budget updates
- Member only tools
SMSF Trustee
SMSF trustee membership is available for SMSF trustees who are not practicing professionals and offers several benefits for individuals who want greater awareness, control, and flexibility over their retirement savings.
SMSF Trustee Receives:
- Daily Update newsletter
- Discounts to events
- SMSF Manual (digital)
- Outlook magazine (digital)
Professional Member
Practitioners within the sector (e.g., taxation and accounting, superannuation, financial adviser/planners, mortgage/stock/insurance brokers).
Classification: Voting Member
Professional Member Receives:
- Unlimited Tax & Super Helpline Calls
- Tax Summary – online library
- SMSF Manual – online library
- Tax Summary – digital and print editions
- State Tax Summary – digital and print editions
- SMSF Manual – digital and print editions
- Tax and Threshold Rates Card (digital and print)
- The Outlook magazine – online library
- The Outlook magazine – print (6 issues per annum)
- Member-only Tools
- Daily Update newsletters
- Weekly Update newsletters
- Weekly Super & Financial Services Bulletins
- The Wrap Podcast
- Access to exclusive tax, superannuation, and financial services webinars at member prices
- Member discount on all publications & online and in person events
Practice
With best-in-class resources, connections, and a strong advocacy voice developed over 100 years of serving members, this membership category is perfectly placed to help you develop yours and your team’s professional expertise, build lasting connections, and manage your practice.
Best for practices with multiple users +$155 (per additional user)
Practice Receives:
- Unlimited Tax & Super Helpline Calls
- Tax Summary – online library
- SMSF Manual – online library
- Tax Summary – digital and print editions
- State Tax Summary – digital and print editions
- SMSF Manual – digital and print editions
- Tax and Threshold Rates Card (digital and print)
- The Outlook magazine – online library
- The Outlook magazine – print (6 issues)
- Member-only Tools
- Daily Update newsletters
- Weekly Update newsletters
- Weekly Super & Financial Services Bulletins
- The Wrap Podcast
- Access to exclusive tax, superannuation, and financial services webinars at member prices
- Member discount on all publications & online and in person events
Additional users receive:
- Digital access for each user
- Tax Summary
- SMSF Manual
- The Outlook magazine (6 issues)
- Rates & thresholds pocket guide
- Member-only Tools (knowledge base, calculators, checklists)
- Member discount on all publications & events
Practice added benefit
30% discount for all staff members that Practice members pay for with full benefits of the selected class of membership (Associate, Member or Fellow).
Fellow
Available to industry professionals with a minimum eight years’ experience. Fellow is for experienced registered practitioners who want to comply with TPB requirements through progressive CPD training with our Recognised Tax Agent Association (RTAA),TAI Practitioners & Advisers Ltd.
Classification: Voting member, Institute of Financial Professionals Australia, and TAI Practitioners & Advisers Ltd.
Fellow Receives:
- TAI PAL Post-nominals
- Practicing certificate
- 100% of your CPD hours (over 50+ hours of structured and unstructured CPD training over a year)
Platinum
This exclusive membership tier not only encompasses all the benefits of our Professional Membership but goes beyond to offer an unparalleled suite of resources and opportunities, including the standout features: unlimited annual webinars, client newsletter subscription and tax and super discussion groups.
Tax Fellow Status Conditions – Available to industry professionals with a minimum eight years’ experience. Fellow is for experienced registered practitioners who want to comply with TPB requirements through progressive CPD training with our Recognised Tax Agent Association (RTAA),TAI Practitioners & Advisers Ltd.
Financial Advice Fellow Status Conditions – Available to industry professionals with a minimum eight years’ experience in providing tax (financial) agent or financial planning services in the past ten years. Fellow is for experienced registered practitioners who want to comply with industry requirements through progressive CPD training with our Recognised Tax Agent Association (RTAA), TAI Practitioners & Advisers Ltd.
Classification: Voting member, Institute of Financial Professionals Australia, and TAI Practitioners & Advisers Ltd.
Fellow Receives:
- TAI PAL Post-nominals
- Practicing certificate
- 100% of your CPD hours (over 50+ hours of structured and unstructured CPD training over a year)
For all general enquiries, including membership and event queries, please contact our Member services team:
Call: (03) 8851 4555 9am-5pm (AEDT)
Monday – Friday (excl. Public Holidays)
Email: [email protected]
Address: Level 14, 330 Collins Street, Melbourne 3000
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)