Membership pathway
Three levels of active membership are available to tax professionals. Each category demonstrates a different level of expertise and has its own eligibility criteria. These are achieved by meeting academic and workplace qualifications or the successful completion of our Foundation Tax, Applied Tax or Advanced Tax courses.
Click here for more information or to apply for Membership with The Tax Institute.
CPD Requirements
Members are required to complete 30 hours of CPD per year made up of 50% structured and 50% unstructured. With the completion of one course of our Education Program you will have fulfilled your CPD requirements for that current Membership year. The only exception being that there are no CPD requirements for Affiliate Members.
Note: 'Structured' and 'unstructured' have particular meanings in relation to CPD.
Click here for this meaning and more information regarding Membership and CPD requirements.
Here are some commonly asked questions regarding CPD:
I understand I satisfy the CPD requirement for my Taxation Institute Membership, however I am a member of another association and would like the total breakdown of CPD hours.
Foundation Tax
- 3 hours for the pre-reading module
- 3 hours x 7 face-to-face lectures (or intensive mode: 7 hours x 3 face-to-face lectures)
- 8 x 45-minute online multiple choice assessment (Checkpoint tests)
- 2.15-hours exam and recommended 6 hours exam preparation
- Recommend 5 hours per module of private study
- Total approximately 102 hours.
Applied Tax
- 3 hours x 8 face-to-face lectures
- 7 hours x 1 face-to-face lecture
- 8 x 45-minute online multiple choice assessment (Checkpoint tests)
- 10 hours for assignment
- 3-hours exam and 8 hours preparation
- Recommend 5 hours x 10 modules preparation and reading including completion of workplace applications
- Total approximately 126 hours.
Advanced Tax
- 3 hours x 6 face-to-face case study sessions
- 2 hours x 6 preparing solutions for discussion of each case study
- 25 hours for assignment
- 2 hours viva voce
- Recommend 6 hours per case study of private study
- Total approximately 93 hours.
I am interested in enrolling in your courses, however I do not want to sit the assessments. Will I still obtain all course material and the CPD hours if I do not complete the assessments and only attend the lectures?
Yes, you should return an application form and indicate that you will be undertaking the course for CPD hours only and not be undertaking the assessment components. If you attend all lectures you will satisfy the CPD requirements for your Tax Institute Membership.
Note: your final result will be recorded as ‘not yet achieved' and you will not be entitled to receive a certificate of completion if you do not successfully pass the course assessments.
