Registration renewal for tax (financial) advisers
If you notified to register with us (directly or through your AFS licensee) by 31 December 2014, your registration will expire on 31 January 2018 and you must lodge your renewal application by the end of December 2017 at the very latest.
If you (or your AFS licensee on your behalf) notified between July and December 2015, your registration expiry date is 31 July 2017 and you must renew your registration by 30 June 2017.
To check when your registration expires, search for your details on the TPB Register.
Those individuals who registered under the notification option will need to renew under the standard registration option and meet certain requirements including:
- qualification and relevant experience.
- fit and proper
- professional indemnity insurance
- continuing professional education/development.
If you are a company or partnership registered under the notification option, you will need to meet the sufficient number requirement at the time of renewal. Therefore individuals who may not already be registered and who are going to form your sufficient number need to be registered as well, such as employee representatives. Apply to renew your registration by completing an online application.
Read the Individual tax (financial) adviser renewal kit or Company and partnership tax (financial) adviser renewal kit for notifiers to find out what you need to do.
You must renew your registration at least 30 days before your registration expires. We will email you a reminder to renew your registration about 60 days beforehand. That is why it’s important to keep us up to date with any changes to your email address through My Profile.
Individual authorised representatives can renew registration directly with the TPB (unless you have given consent to your AFS licensee for them to renew your registration under the bulk renewal process). Apply to renew your registration by completing an online application.
Once your renewal application is lodged you will remain registered and able to provide tax (financial) advice services for a fee or reward until the TPB makes a decision to approve or reject your application.
Last modified: 23 March 2017