business.gov.au

Registration as a Tax (Financial) Adviser - Australian Government

Description

You will require this registration if you intend to provide tax (financial) advice services for a fee or reward. You are providing a tax (financial) advice service if you advise clients about the tax implications of any financial advice you provide.

A tax (financial) advice service includes:

  • personal advice, including scaled advice and intra-fund advice
  • any advice usually given by a representative of, or a financial service licencee

which involves the application or interpretation of the taxation laws to a client’s personal circumstances and it is reasonable for the client to expect to rely on the advice for tax purposes.

Service type

Licence

A licence defines the need to obtain recognition / certification and registration to undertake a certain business activity.

Eligibility requirements

To be eligible for this registration, you must be either:

  • a qualified tax relevant provider registered with the Australian Securities and Investments Commission
  • a tax agent registered with the Tax Practitioners Board (TBP)

You must also:

  • be at least 18 years of age
  • be a fit and proper person
  • satisfy the qualification and experience requirements
  • hold appropriate professional indemnity insurance.

Duration

At least 3 years

Fees

Fees Details for this service in table format.

Task Type Business Structure Amount Description
Apply Application All $273.00

Fees for 2024-25

Act(s) name

Tax Agent Services Act 2009 Australian Government

Regulation(s) name

Tax Agent Services Regulations 2022 Australian Government

Application process

Apply

You must select a registration pathway that most suits your qualifications and experience. The pathways include:

  • item 207 - tertiary qualifications
  • item 208 - diploma or higher award
  • item 209 - work experience
  • item 210 - membership of a professional association.

Administering agency

Tax Practitioners Board

Contact details

Contact Email, Phone and Address Details for this service in simple two column table format, header then data.