Membership Categories

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 newsletter
  • 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 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.

Classification: Non-Voting Member


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:

  • 3 Helpline calls per year with the option to purchase additional calls at member prices
  • 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 newsletter
  • 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:

  • 3 Helpline calls per year with the option to purchase additional calls at member prices
  • 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 newsletter
  • 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 7 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.

Fellow Status Conditions – Available to industry professionals with a minimum 7 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)

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)