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Tax (financial) advisers can notify to register

Tuesday, July 1, 2014

Tax (financial) advisers can notify to register

From today, financial advisers who provide tax (financial) advice can notify to register as a tax (financial) adviser with the Tax Practitioners Board (TPB).

The notification option is available for 18 months from 1 July 2014 until 31 December 2015. This option is the first phase of a transitional registration period for tax (financial) advisers that will continue over the next three years.

From today until 31 December 2015, Australian financial services (AFS) licensees or their authorised representatives who provide a tax (financial) advice service can either:

  • notify the TPB to become registered as a tax (financial) adviser, or
  • use a relevant disclaimer when they provide tax (financial) advice services for a fee or other reward.

The TPB has written to all AFS licensees, providing instructions and login details to access the online notification form.

AFS licensees should use the online notification form to register themselves and their authorised representatives. The TPB encourages authorised representatives to contact their AFS licensee to discuss their registration options.

Further information for tax (financial) advisers is available at www.tpb.gov.au/financialadvisers

Further information about the Tax Practitioners Board
The TPB 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. The TPB is working jointly with the Australian Securities and Investments Commission to manage the registration and regulation of tax (financial) advisers which came into effect on 1 July 2014.

Follow us on Twitter @TPB_gov_au