Recognised professional associations (RPAs) may be accredited by us as a recognised tax agent or BAS agent association if they meet certain requirements in the Tax Agent Services Regulations 2022.

List of recognised professional associations

The following table shows RPAs and their relevant accreditation.

Recognised professional associations

Tax agent

BAS agent

Association of Chartered Certified Accountants (ACCA)

Accredited

12 May 2010

 

Association of Financial Advisers (AFA)

Accredited

1 January 2022

 

Australian Bookkeepers Association Ltd

 

Accredited

21 May 2013

Australian Institute of Quantity Surveyors

Accredited

26 Aug 2010

 

Chartered Accountants Australia and New Zealand (CAANZ)

Accredited

12 May 2010

Accredited

12 May 2010

CPA Australia

Accredited

31 May 2010

Accredited

31 May 2010

Financial Planning Association of Australia

Accredited

21 Mar 2012

 

Institute of Certified Bookkeepers

 

Accredited

5 May 2010

Institute of Chartered Accountants in England and Wales (ICAEW)

Accredited

14 Aug 2014

 

Institute of Public Accountants

Accredited

5 May 2010

Accredited

5 May 2010

Law Society of New South Wales

Accredited

21 Mar 2012

 

National Tax Agents' Association Ltd (NTAA+)

Accredited

1 July 2011

 

SMSF Association

Accredited

10 Sept 2010

 

South African Institute of Chartered Accountants

Accredited

13 Dec 2016

Accredited

13 Dec 2016

Stockbrokers and Investment Advisers Association Ltd (SIAA)

Accredited 

1 January 2022

 

TAI Practitioners & Advisers Limited

Accredited

21 May 2013

 

The Tax Institute

Accredited

5 May 2010

 

 

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Recognised association

For information regarding the requirements for a tax practitioner association to become recognised and maintain their registration, refer to Recognised tax practitioner association - eligibility criteria:

 

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Guide for completing the annual declaration form

This guide has been prepared to assist RPA's of the Tax Practitioners Board (TPB) to complete the TPB’s annual declaration form for their relevant recognition status.

Download PDF

 

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Application for accreditation

To apply to become a recognised professional association, complete the relevant application for accreditation form:

Memorandum of Understanding

We’ve signed a Memorandum of Understanding (MOU) with the recognised professional associations listed in the table below. The MOU provides a framework for both organisations to mutually engage and proactively share information on matters of mutual interest (that can be legally shared). This may include matters relating to:

  • compliance with the Tax Agent Services Act 2009, including the Code of Professional Conduct

  • continuing professional education/development opportunities

  • intelligence, operational matters and de-identified data trends.

Recognised professional association

Date MOU signed

Institute of Certified Bookkeepers (ICB)

11 November 2020

CPA Australia

8 October 2020

Australian Bookkeepers Association Ltd (ABA)

13 August 2020

Financial Planning Association of Australia (FPA)

25 June 2020

Last modified: 1 July 2022