How to achieve Chartered Tax Adviser status

Theory-heavy lectures you’d probably fall asleep in? Think again.

In today’s ever-changing and increasingly globalised business environment, it is critical for tax professionals not only to be up-to-date, but also to be equipped to advise their clients on complex and dynamic business transactions. To be the best, you have to innovate, think on your feet, and synthesise large amounts of information.

How do you get there? Education.

This might cause some mixed responses. When you look back at your undergraduate studies, you may remember a lot of theory and in-depth text study.

Is that all you can expect from The Tax Institute’s CTA3 Advisory education program?

Not quite.

Learning through practical case studies

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 credit toward the Chartered Tax Adviser Program if you have completed study at another institution.

The course relies on you as a sophisticated learner and provides you opportunities to exercise your judgement and problem-solving skills whilst stimulating your learning through reflection.
CTA3 Advisory recreates those situations through case studies and teaches by providing debate around areas such as capital gains tax, trusts, international tax, fringe benefits tax and corporate tax. 

You can expect real-life problem-solving situations (across different tax specialisations) presented through in-depth case study discussion sessions. The case studies are designed to drill down to the practical issues of applied tax law in a commercial setting. This will enable you to appreciate tax law in its dynamic application rather than as a set of abstract rules. It mirrors the skills used by successful tax professionals to help you develop high-level practical skills and confidence.

Spoilt for delivery choice

A variety of delivery modes are available for CTA3 Advisory:
1.      Face-to-face 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).
2.      Distance which utilises four group teleconference tutorials during the study period.
3.      Intensive which is delivered over two consequent days of compulsory intensive lectures at a Sydney CBD venue.
4.      Assessment-only relies on candidates already in-depth tax knowledge and allows candidates to accelerate their studies by progressing directly to the assessments for the subject.
Those who go on to successfully take the CTA3 Exam will satisfy the educational requirements to the globally-recognised CTA designation.

Learning outcomes for CTA3 Advisory
Employers and taxpayers want the confidence in knowing that their tax professional has the right qualifications to manage their affairs. Those who hold the CTA designation can:
  • Apply relevant taxation legislation, cases, guidelines and procedures to specific client taxation issues
  • Interpret tax legislation, guidelines and procedures and apply them where relevant
  • Understand and apply analytical and technical skills to varying situations and determine alternative solutions
  • Evaluate potential alternative solutions and provide logical, reasoned support for the conclusions and advice provided.
Take the challenge. Demonstrate your leadership, as you discuss and debate high-level tax planning and advisory issues with other tax experts.

Get in touch with the education advice team on 1300 829 338 or submit an enquiry to find out if you are eligible to apply to become a Chartered Tax Adviser today. 

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