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 |
|
|---|---|---|---|
|
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, 1.3 MB).
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, 1.3MB).
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, 1.3MB).
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 |
|---|---|
| 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: 18 January 2021
