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Important: Due to the ever-evolving nature of COVID-19, all Face to Face lectures have been replaced with online lectures.
Step towards the internationally recognised Chartered Tax Adviser (CTA) designation with CTA3 Advisory.
CTA3 Advisory is the final subject in the Chartered Tax Adviser (CTA) Program, after CTA1 Foundations, CTA2A and CTA2B Advanced. However, you may be eligible for recognition of prior learning in respect to the CTA Program if you have already completed study at another institution.
When you have achieved success in the CTA3 Advisory exam you will have satisfied the educational requirements to be eligible to obtain the globally-recognised CTA designation. This, in turn, makes you eligible for 6 units of credit, of recognition of prior learning, towards a Master of Tax from the University of New South Wales.
Leading in today’s dynamic profession requires you to possess deep technical expertise, the ability to synthesise large amounts of information and relay it to your clients in a way that makes a difference for them.
CTA3 Advisory builds these capabilities.
You will:
- Work through simulated real-life situations using case studies on a range of tax topics.
- Self-direct your learning and focus on the need to apply tax law to your client’s specific commercial circumstances.
- Gain the skills used by leading tax professionals to remain at the forefront of the profession and advance your career.
Your assessment will simulate a real-life scenario:
- You will research the relevant law and prepare advice to your client based on that scenario.
- Under exam conditions, you will be required to update your advice in response to supplementary information provided on the day, just as your client might in real-life.
Up-to-date technical expertise is critical for tax professionals today and tomorrow, but is that enough?
Your clients need you to be curious and innovate, think on your feet and apply your technical expertise to add value to them and their business.
Take the CTA3 Advisory challenge and stand out amongst your peers.
CPD: 30 hours
Cost: $2,090
Delivery: online
Study Per Week: 10-14 hours
Level: Advanced
Study Periods: 3 per year
Elective subject in the Graduate Diploma of Applied Tax Law
Gain skills that are directly applicable to the workplace
Attain the prestigious Chartered Tax Advisor (CTA) designation
Get Your Information Pack
Complete the form with your details to receive an email with expanded program overviews and exclusive sample learning materials.
"[The Tax Institute] balances technical material and practical application, bridging academia with the practice of tax law."
Rachel Vijayaraj, ATI, Brown Wright Stein Lawyers
"The weekly webinars and online study format made it possible to combine the course work and full time work."
Wendy Miller, FTI, Damien Greer
“Studying with The Tax Institute gave me the confidence to understand and tackle detailed tax issues.”
Matthew Coombes, CTA, Borough Australia Pty Ltd
“What I learnt I’m applying every day in my work with clients. The notes I received are my tax bible.”
Lauren Whelan, HLB Mann Judd
“The topic areas provided me with technical and practical knowledge to apply to real-life situations.”
Geoff Tierney, CTA, ESV Chartered Accountants
“The fact that active and highly experienced practitioners are teaching the course content has been invaluable to me.”
Erin Shields, Dixon Advisory
Entry requirements and learning outcomes
CTA3 Advisory immerses professionals in the real-life problem solving situations (across different tax specialisations) presented through in-depth case study discussion sessions.
Who is this for?
- mid to senior level experienced advisory professional
- divisional or senior tax manager
- investment banker or structured finance consultant
- partner or senior associate lawyer
- reaching the Chartered Tax Adviser (CTA) designation
- senior lecturer or professor
- tax counsel
- tax director or head of tax
Entry requirements
To enrol in CTA3 Advisory, you’ll need to be eligible to be a Fellow Member of The Tax Institute and have at least 36 months’ relevant Australian tax or tax law experience.
You’ll also need to have completed CTA1 Foundations, CTA2A Advanced and CTA2B Advanced subjects (or equivalent qualifications) and meet English language requirements if you have previously studied in a language other than English.
Learn more about CTA3 Advisory or Enrol Today.
Learning outcomes
On successful completion of the reading for CTA3 Advisory, candidates will be able to:
- refer to and apply relevant taxation legislation, cases, guidelines and procedures and determine their relevance to specific client taxation issues
- interpret tax legislation, guidelines and procedures and apply them to source material
- understand and apply analytical and technical skills to documents and information where relevant, and determine alternative solutions
- analyse and evaluate potential alternative solutions and present these in a concise and professional manner that differentiates alternative tax issues and provides logical, reasoned support for the conclusions and advice.
Modules, study modes and assessment
Modules
CTA3 Advisory is based on four case studies across a variety of tax specialisations, covering:
- Small Business CGT
- GST
- International tax
- Corporate tax
The case studies are designed to present applied problems in tax practice: they mirror real life and have intersecting tax law issues that you must identify and consider to arrive at a correct solution.
Modes of study
Face-to-face study
Face-to-face study allows candidates to attend lectures once every 2 or 3 weeks at CBD venues in mainland capital cities, and some regional locations (subject to minimum numbers).
Blended learning
A flexible learning approach using an online learning platform supported by live Q&A sessions with a subject matter expert
Intensive study
Intensive study is delivered over two consequent days of compulsory intensive lectures at Sydney CBD venue.
Assessment-only study
Assessment-only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience. Candidates will only receive access to research links and sample Letter of Advice during the study period.
Enrolment inclusions
Resources made available to a candidate (excluding assessment-only study) are:
- access to an online learning portal
- case studies for study sessions
- access to Legal Research and Reasoning course
- access to the Tax Agent Services Act 2009 (TASA 2009) and the Code of Professional Conduct
- complimentary subscription to The Tax Institute’s Tax Knowledge eXchange for the duration of the subject
- access to an online Candidate Support Centre
- exam preparation resources including sample Letter of Advice email access to the subject convenor for technical questions
- support from senior tax lecturers and presenters
Assessment structure
| Assessment | Weighting for overall mark | Pass requirement |
|---|---|---|
| Draft solutions | 0% | n/a |
| Letter of Advice | 0% | n/a |
| Exam | 100% | 70% |
Draft solutions:
Participation during the subject is assessed by the submission of draft solutions for each case study. Draft solutions should mirror content which is normally included in a client’s letter of advice. In addition, it can include the candidate’s thoughts and reflections about the case study.
Assignment, Letter of Advice:
- Each candidate must select one of several case studies from the published Assignment Booklet and prepare a Letter of Advice that addresses the tax problems posed in the selected case study.
Exam, Late Breaking Fact:
- The format of the exam is an amended Letter of Advice developed in response to a ‘Late Breaking Fact’, which is provided at the beginning of the supervised exam.
Please note that all assessment tasks must be passed in order to complete the subject.
Recognition of prior learning and advanced standing
Recognition of prior learning (RPL)
RPL is a process for providing candidates credit for learning or qualifications completed before your enrolment with The Tax Institute.
To apply for RPL (fee $165), please complete the RPL form. Evidence of your qualifications will need to be provided with this application.
Advanced standing
Advanced standing is a process of transferring credits from subjects you have previously completed with The Tax Institute. To apply for advanced standing (no fee applies), please complete the advanced standing form.
Fees
1. [To enrol in an education subject it is a requirement to become a member of The Tax Institute. Studying with The Tax Institute is available to members. Non-members will be required to join at time of enrolment. Membership fee covers the period through June the following year and is valued at $489. If required to be a voting member, you can upgrade for free (valued at $195). Member fees attract GST and price quoted is inclusive of GST.]
2. [Subject fees do not attract GST. CTA3 attracts GST. CTA3 fees are inclusive of GST. Subject fee is in relation to face-to-face, blended learning and intensive study modes.]
3. [Applies per subject if enrolling before the early bird close date (except for assessment only study mode and CTA1 Foundations Intensive SP1 and SP2). Please note: Key dates and fees are subject to change without notice.]
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