Go to top of page

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 - Single disciplinary body for tax (financial) advisers

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 - Single disciplinary body for financial advisers

We have put together some questions to help you understand the changing regime and how it affects your registration. 

Frequently asked questions - Single disciplinary body for financial advisers


Proof of identity checks

You must undergo a proof of identity process when you:

  • apply to register as an individual tax agent, BAS agent or tax (financial) adviser; or
  • complete your annual declaration as a registered individual tax agent, BAS agent or tax (financial) adviser.

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

Back to Top

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

Back to Top

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 (financial) advisers on the following topics:

Back to Top

Last modified: 2 July 2021