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What is the Chartered Tax Adviser designation?

The Chartered Tax Adviser designation is an internationally recognised and respected mark of technical excellence and professional integrity which represents the pinnacle of the profession. The post-nominals CTA, represent the highest standards for Tax Advisers who have extensive experience and a commitment to being at the forefront of the profession.

Stand above other advisers

The CTA designation is an advertisement to employers and clients of your high standing and commitment to maintaining currency in the profession. The constantly evolving state of tax law and administration means that tax practitioners need to keep their skills and knowledge up to date with the changing landscape. Employers and taxpayers want the confidence in knowing that their tax professional has the right qualifications to manage their affairs. Those carrying this designation have proved themselves to be of the highest calibre and equipped to provide the best tax advice.

Chartered Tax Adviser Criteria

To be eligible as a Chartered Tax Adviser you must successfully pass The Tax Institutes CTA3 Advisory Exam assessment.

We are renowned for setting the standard for tax professionals in Australia and as such we offer four levels of member grades, each with differing requirements to showcase experience and commitment to continuing professional development. Some of the reasons you may wish to upgrade or transition your membership are:

  • Change to voting member status
  • Distinguish yourself in the industry
  • Gain an internationally recognised designation as a Chartered Tax Adviser
  • Change your CPD commitments
  • Your circumstances have changed

Current members can upgrade or transition your membership by downloading this form

Retired membership

To enable retiring professionals an opportunity to remain engaged with the Institute and the profession we provide retired membership. To apply for retired membership you must meet the following criteria:

  • have been a member for the preceding 10 years
  • have reached the age of 55 years
  • are no longer in public practice or full-time employment
  • your income from personal exertion that does not exceed $10,000 per annum.

To apply for retired membership please download a Retired Membership Application Form [PDF] and return to The Tax Institute on the details provided on the form.

Member deferral and resignation

You can defer your membership for a maximum of two years for a fee of $119 per annum. Deferring your membership allows you to maintain your status and renew your membership once your situation changes.

Defer your membership

If you wish to cancel your membership please contact a Membership Adviser on 02 8223 0060.