Membership

 

With a community of more than 15,500 tax, accounting, superannuation and financial advice professionals, it pays to be a member.

Take your career to the next level by joining our strong community of like-minded financial professionals who strive for the best outcome for their clients and who have each other’s back.

With best-in-class resources, connections, and a strong advocacy voice developed over 100 years of serving members, the Institute of Financial Professionals is perfectly placed to help you develop your professional expertise, build lasting connections, and manage your practice.

We are also accredited by the Tax Practitioners Board as a recognised tax agent association.

Whether you’re a new practitioner or a seasoned professional, our technical teams and external specialists can provide you with current and relevant CPE in tax, accounting, superannuation, and financial planning, whether it be through webinars, discussion groups, forums, podcasts or seminars.

We’re the professional partner you can lean on. Our community of financial professionals looks forward to welcoming you. 

Membership Categories

Choose the   membership that   suits you. SUPPORTER STUDENT AFFILIATE &
SMSF TRUSTEE
 FINANCIAL ADVISOR/PLANNER PROFESSIONAL MEMBER  PRACTICE FELLOW 
   FREE FREE $100 $630  $630 $875  $900
Helpline calls 

     

Tax Summary – print edition, online library

       



State Tax Summary – print edition, online library

       
SMSF Manual – print edition, online library

       



Tax Summary – digital edition (updated regularly)








SMSF Manual – digital edition (updated regularly)








State Tax Summary – digital edition (updated regularly)


 





Tax and Threshold Rates Card (digital)

     





The Outlook magazine – 
print and online library
(6 issues annually)

     







Daily Update
E-newsletter

Fellow Status (industry experience prerequisite)

           
Member-only Tools

       



IFPA Podcast

       

Practitioner's Pathway –
Fellow

         


Purchase access to digital membership for staff at $155 per additional user

         



 
TPB RTAA Authority 

     
Consultative forums

   





Government submissions

   





Access to Tax Australia -
our advisory service at member pricing

 











Monthly Tax Update Webinars (60min)

   
 






Tax Discussion Groups
(11 sessions)

   

 






Super Discussion Groups
(6 sessions)

   


 





Super Quarterly Update
(4 sessions)

   


 





 
Annual Conference

   

 


Masterclasses

   

 




5 x Tax (Financial) Advice Webinars
 
             
All Annual Tax / Superannuation / Financial Services / Soft Skills Webinars

             
Aspire CPD Platform for Financial Planners / Advisers (meeting your 40 hours of CPD)

             
CPDpro Package
(Meeting your 50+ hours
of CPD)

         





Client Newsletter
(13 issues)

       




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If you have questions about our membership options, please call Members Services at (03) 8851 4555 from 9am - 5pm (AEST). Monday to Friday (excl. Public Holidays)