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
Notifiable Data Breaches scheme
Protect your practice from cyber-attacks
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
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
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
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.
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:
- Code comparison with the Corporations Act and FASEA Standards
- Comparing the TPB and FASEA’s education requirements for financial advisers
- Comparing the TPB and FASEA’s experience requirements for financial advisers
- Comparing the TPB and FASEA’s continuing professional education/development requirements
Last modified: 13 January 2022
