Launch of a new course, membership renewals and an updated SMSF Guide

Announcing our new course: Tax for Financial Advising

The Tax Institute’s education offerings continue to grow with the launch of our new Tax for Financial Advising course. From 1 July 2014, the Tax Agents Services Act 2009 (Cth) (TASA) brings financial planners and advisers into the fold by requiring advisers who provide tax advice, during the provision of financial advice, to register as a tax (financial) adviser.
Our new course provides candidates with an opportunity to better service their clients with a solid grounding in ascertaining and advising clients on their tax affairs and to meet competence requirements under the TASA and Code of Professional Conduct.
The course delivers content on entities, superannuation, CGT and tax concepts, as well as the online course in the Code of Professional Conduct. By undertaking the course, notifying tax (financial) advisers will meet the 20 hours of tax-relevant CPD requirements which apply from 1 July 2014.
For more information, visit
Final online membership renewal winners
We would like to congratulate Alan Hawke, CTA, Geoffrey Walker, CTA and Thelma Macgowan, FTI, the final three winners of iPad minis with Tax Institute eBooks (valued at $1,000!), including the new The Tax Adviser’s Guide to Part IVA, just for renewing their membership online.
If you haven’t renewed yet, please make sure you do so as soon as possible to ensure continuity of your membership. Once renewed, and as an ongoing member of The Tax Institute, we ask that you continue to use your existing membership card, certificate and decal.
You can renew your membership online at
Publishing soon: SMSF Guide, 6th edition
In 2014’s new edition, Jemma Sanderson, CTA, looks at recent developments including: the new rules with respect to excess concessional contribution refunds and the traps to watch out for; reserving strategies in practice; recent cases with respect to the operation of binding death benefit nominations; trustee discretion and the importance of full consideration of the succession of an SMSF and more. Find out what else is new in the sixth edition by visiting our website.

Marks’ Trusts & Estates: Taxation in Practice, 3rd edition

We’re very excited to publish a new edition of Bernard Marks’ text in August. The new third edition publishes in an online-only version and comprehensively covers both recent issues and foundation concepts, providing detailed analysis of the new streaming provisions introduced after the decision in Bamford. Find out more on our website.

Noel Rowland
Noel Rowland is Chief Executive Officer of The Tax Institute.

The Tax Institute is Australia’s leading professional association in tax. Its 13,000 members include tax agents, accountants and lawyers as well as tax practitioners in corporations, government and academia.


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