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Change of tax (financial) adviser details or circumstances

Change of tax (financial) adviser details or circumstances

You must notify us within 30 days on which you become, or ought to have become, aware of any changes to your:

  • contact details
  • practice structure
  • legal or trading name
  • circumstances relevant to your registration
  • professional association membership.

Change in contact details

Change in practice structure

Change to legal or trading name

Change to circumstances

Change to professional association membership
 

Change in contact details

Australian financial services licensees and authorised representatives

Some of your contact details are given to us by the Australian Securities and Investments Commission (ASIC).  These details include:

  • business address
  • service address.

You will need to update these details with ASIC via ASIC Connect. Updates you make with ASIC may take up to seven days to appear on TPB records.

You can update the following contact details online with the TPB using My Profile:

  • email address
  • phone number/s
  • if you are an authorised representative, your postal address.

Other representatives (including employee representatives)

If you are not an Australian Financial Services (AFS) licensee or authorised representative, you should update changes to your contact details online through My Profile such as your:

  • email address
  • phone number/s
  • business address/es
  • postal address (for TPB correspondence and notices)
  • preferred contact officer.


Change in practice structure

If you change how your practice is structured you must notify us. You may also need to apply for registration of the new business structure with us. 

If you are an AFS licensee, you also need to notify ASIC about changes in your practice structure.

For more information refer to Change in practice structure.

 

Change to legal or trading name

If you are an AFS licensee or an authorised representative, you need to update changes to your legal or trading name with ASIC via ASIC connect. Updates you make with ASIC may take up to seven days to appear on TPB records.

If you are not an AFS licensee or authorised representative, you must notify us of any changes to your legal or trading name. We need to see evidence of the change such as a certificate of trading name or marriage certificate.

Complete our online form to notify us of name changes.

 

Change to circumstances

You must notify us if:

Complete our online form providing details of changes in your circumstances.

 

Change to professional association membership

If you relied on being a voting member of a recognised tax agent or tax (financial) adviser association to gain your registration as a tax (financial) adviser, you must notify us if your membership status changes or your membership ceases.

Complete our online form providing details of changes to your membership.

If you did not rely on your voting membership with a recognised tax agent or tax (financial) adviser association to gain your registration and your membership details change, you should update your membership details in My Profile.



Last modified: 16 October 2019