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Experience requirements for tax (financial) advisers

Monday, April 20, 2015

Experience requirements for tax (financial) advisers

Finalised information sheets

The Tax Practitioners Board (TPB) has finalised the following information sheets in relation to the requirements for registration as a tax (financial) adviser:

These information sheets explain the TPB’s position on two key topics relevant to registration as a tax (financial) adviser from 1 January 2016. In particular, TPB(I) 24/2015 provides guidance on the relevant experience requirement for registration, including the renewal of registration, under the standard option. TPB(I) 25/2015 provides guidance on the key experience and competence requirements for registration under the transitional option.

The TPB released these documents as exposure drafts for comment in January 2015. In preparing the final information sheets, the TPB has taken into consideration submissions and comments from key stakeholders and interested parties.

For further information, please contact communications [at] tpb.gov.au (Communications) or 02 6216 6573.

Further information about the Tax Practitioners Board:

The Tax Practitioners Board regulates tax practitioners in order to protect consumers. The TPB aims to assure the community that tax practitioners meet appropriate standards of professional and ethical conduct.

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