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Recognised professional associations

Recognised professional associations

Professional associations may be accredited by us as a recognised tax agent, BAS agent or tax (financial) adviser association if they meet certain requirements in the Tax Agent Services Regulations 2009 (TASR).

List of recognised professional associations

The following table shows recognised professional associations and their relevant accreditation.

 

Recognised tax agent association

Recognised BAS agent association

Recognised tax (financial) adviser association

Association of Accounting Technicians (Australia) Limited

 

Accredited

5 May 2010

 
Association of Chartered Certified Accountants(ACCA)

Accredited

12 May 2010

 

 
Association of Financial Advisers(AFA)    

Accredited

5 Feb 2015

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

 

Accredited

26 Aug 2015

Financial Services Institute of Australasia (FINSIA)    

Accredited

12 Nov 2019

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

Accredited

27 Jul 2016

Law Society of New South Wales

Accredited

21 Mar 2012

   
National Tax Agents' Association Ltd (NTAA+)

Accredited

1 July 2011

   
Royal Institution of Chartered Surveyors

Accredited

30 Aug 2010

   
SMSF Association

Accredited

10 Sept 2010

 

Accredited

5 Feb 2015

South African Institute of Chartered Accountants

Accredited

13 Dec 2016

Accredited

13 Dec 2016

 
Stockbrokers and Financial Advisers Association Limited    

Accredited

13 Dec 2016

TAI Practitioners & Advisers Limited

Accredited

21 May 2013

   
The Tax Institute

Accredited

5 May 2010

   


Termination of recognition (arising from a surrender request)

The following table shows professional associations whose accreditation as a recognised tax agent, BAS agent or tax (financial) adviser association has been terminated, following a request from the professional association to surrender their recognition.

  Tax agent association BAS agent association
Association of Chartered Certified Accountants

Accredited

12 May 2010

Terminated

(surrender)

25 June 2019

New Zealand Institute of Chartered Accountants (NZICA)

Note: Recognition surrendered as a result of NZICA's merger with the Institute of Chartered Accountants in Australia, now recognised under CAANZ.

CAANZ accreditations apply to NZICA voting members.

Terminated

(surrender)

9 October 2018

Terminated

(surrender)

9 October 2018

 

Recognising BAS agent associations

For information regarding the requirements for a BAS agent association to become recognised and maintain their recognition, refer to Recognised BAS agent association - eligibility criteria and the

To apply to become a recognised BAS agent association use the Application for accreditation as a recognised BAS agent association (PDF).

Recognising tax agent associations

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

To apply to become a recognised tax agent association use the Application for accreditation as a recognised tax agent association (PDF).

Recognising tax (financial) adviser associations

For information regarding the requirements for a tax (financial) adviser association to become recognised and maintain their registration, refer to Recognised tax (financial) adviser association - eligibility criteria and the

To apply to become a recognised tax (financial) adviser association, use the Application for accreditation as a recognised tax (financial) adviser association (PDF).

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 (TASA), 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
CPA Australia 8 October 2020
Australian Bookkeepers Association Ltd (ABA) 13 August 2020
Financial Planning Association of Australia (FPA) 25 June 2020

 

Last modified: 8 October 2020