Membership Benefits

One thing’s certain: a career in tax, accounting, superannuation, and financial services is anything but simple – particularly if you have a small to medium sized business.

We are here to make it easier for you.

We are your home for the latest on tax, super and financial services.

For more than 100 years, we’ve brought accurate information and expert knowledge to our members to give you the support, confidence and practical solutions you need to serve your community.

As an established not-for-profit that was founded in 1919 as Taxpayers Australia, then Tax & Super Australia in 2016, and finally to the Institute of Financial Professionals Australia in 2022, we are here to shape the future of your profession for the better. We advocate for and represent you across government, regulators and through the media to ensure that small to medium practices and practitioners always have a voice at the table.

Explore how we can support you or reach out to find out more.

Helpline Services
Always on call to provide insight More details
Tax Summary Print & digital More details
SMSF Manual Print & digital More details
Outlook Magazine Bi-monthly, print & digital More details
Pocket Rate & Thresholds Guide Print & digital
More details
Professional Tools
Checklists, calculators and more
More details
Discounted CPD Events 

Webinars, seminars and discussion groups 
CPD Events 
Advocacy &

Provide feedback
and gain recognition
More details 
Connect & Network

Interact with other tax and super professionals


"The Tax Summary is the Bible for CPAs. The contents are extensive, it is easy to use and provides quick answers to many preparation and client questions."
Prastish Bajwa
"Glad to have joined your organisation this year, very good support for a small practitioner"
Barbara Page
"I find Tax & Super Australia very informative. Ken and other panelists for the webinars give real life examples which make tax and super changes easy to understand"
Farah Itrana

Call (03) 8851 4555 to learn how our membership can help advance your career.


1. In which format are digital books delivered? 
Both the digital Tax Summary and SMSF Manual are available via Adobe digital editions, which is free to download. We do not provide a PDF version as we need to protect our licensed products.

2. Does Membership include CPD subscriptions?
CPDpro is an extra subscription to professional membership (note that professional membership is a pre-requisite to CPDpro).

3. Do we offer instalments? If not, why?
We do not offer instalments yet but we are working on to find a suitable system to allow this. Note that our association is a not-for-profit membership organisation with an aim to keep our prices as low as possible in support of our members.

4. Why is membership pro-rated?
Membership is pro-rated on the basis of a common annual renewal date. Apart from being easy to remember, this also provides potential members with an opportunity to trial membership for a smaller cost.

5. What is the difference between a registered tax agent and a non-registered tax agent? 
There are significant penalties for anyone providing tax agent services for a fee or reward or advertising tax agent services while unregistered. Additionally, under the safe harbour provisions in the law, taxpayers using a registered tax agent may not be liable to some administrative penalties imposed by the ATO in certain circumstances.

6. How do I become a tax agent in Australia?
To become a registered tax agent, individual applicants must satisfy certain qualifications and experience requirements of the TPB. For example, tertiary qualifications in accountancy with required relevant experience, diploma or higher award with increased relevant experience, as well as membership of a professional association such as the Institute of Financial Professionals Australia. We offer pathways to tax practitioner registration via our Fellow pathway or the Associate pathway.