Maintain your registration as a tax (financial) adviser
To maintain your ongoing registration as a tax (financial) adviser, you must:
- complete an annual declaration to show you meet your ongoing obligations, including meeting our professional indemnity insurance and continuing professional education requirements
- comply with the Code of Professional Conduct
- notify us when your registration details or circumstances change
- renew your registration on time.
Further information
- Annual declaration for tax (financial ) advisers
- Code of Professional Conduct
- Change of tax (financial) adviser details or circumstances
- Professional indemnity insurance for tax (financial) advisers
- Continuing professional education for tax (financial) advisers
- Renewing your tax (financial) adviser registration
Last modified: 21 October 2019