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Helpful advice for tax practitioners

Helpful advice for tax practitioners

See below for some helpful information on a range of TPB and non-TPB related matters.

FAQ - new CPE requirements from 1 July 2022

FAQ - single disciplinary body for financial advisers

Registration options to provide tax (financial) advice services

Effect of undischarged bankruptcy on registration

Proof of identity checks

Username and password resets

Notifiable Data Breaches scheme

Protect your practice from cyber-attacks

Natural disasters

Whistleblower legislation

Comparing the TPB and FASEA requirements for tax (financial) advisers

 

FAQ - new CPE requirements from 1 July 2022

We have put together some questions to help you understand our new requirements and the reasons why we revised our requirements.

Frequently asked questions - new CPE requirements from 1 July 2022
 

FAQ - single disciplinary body for financial advisers

Refer to the following information which will help you understand the changing regime and how it affects your registration. 

Frequently asked questions - single disciplinary body for financial advisers

Registration options to provide tax (financial) advice services from 1 January 2022

 

Registration options to provide tax (financial) advice services

You have to be either a tax agent registered with the TPB or a qualified tax relevant provider with ASIC to legally provide tax (financial) advice services from 1 January 2022. 

Registration options to provide tax (financial) advice services from 1 January 2022 

 

Effect of undischarged bankruptcy on registration

There are certain events that can affect your continued registration as a tax agent or BAS agent, one of these events is becoming an undischarged bankrupt. 

Effect of undischarged bankruptcy on registration

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Proof of identity checks

You must undergo a proof of identity process when you:

  • apply to register as an individual tax or BAS agent; or
  • complete your annual declaration as a registered individual tax or BAS agent.

This one-off process helps protect your identity and aligns our processes with Australian Government standards.

Proof of identity checks for tax practitioners


Username and password resets

If you do not remember your My Profile username or password, click on the Forgot Username or Forgot Password link and follow the prompts. You can choose to receive a confirmation code by SMS or email to reset your username or password.

My Profile username and password resets

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Notifiable Data Breaches scheme

The Notifiable Data Breaches (NDB) scheme is administered by the Office of the Australian Information Commissioner (OAIC).  All entities covered by the Privacy Act 1988 must comply with the NDB scheme.

Notifiable Data Breaches scheme

 

Protect your practice from cyber-attacks

If you become a victim of a cyber-attack, you can suffer some serious losses. You also have an obligation under the Code of Professional Conduct to protect the security and confidentiality of your client information.

Protect your practice from cyber-attacks

 

Natural disasters

If you have experienced a natural disaster which has affected your ability to meet your tax practitioner obligations, we will work with you to resolve any TPB matters. 

Dealing with a natural disaster

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Whistleblower legislation

This legislation protects people when they disclose information about an entity in relation to tax avoidance behaviour and other tax issues to an eligible recipient prescribed under the legislation.

Whistleblower legislation

 

Comparing the TPB and FASEA requirements for tax (financial) advisers

Find out how the requirements of the TPB and Financial Adviser Standards and Ethics Authority (FASEA) compare for tax agents with a tax (financial) advice services condition on the following topics:

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Last modified: 13 January 2022