Explore by Topic
Upgrade or transition your membership
We set the standard for tax professionals in Australia with four membership types to show your experience and commitment to excellence.
Why transition your membership?
Each of our membership tiers reflects a different degree of experience, expertise and commitment to continuing professional development. Which type you choose lets others in the profession know where you stand. Reasons to upgrade or transition include:
- Change to voting member status to influence our direction at the Institute
- Distinguish yourself in the industry with a higher tier membership
- Gain an internationally recognised designation as a Chartered Tax Adviser
- Change your CPD commitments to reflect your ongoing work
- Adjust your commitment as your work and life circumstances change
What would you like to do?
Affiliate members may be eligible to upgrade to Associate or Fellow membership without any additional study. To check if you meet the criteria, please review the membership requirements here.
If you’re looking to upgrade to Chartered Tax Adviser (CTA) membership, you’ll need to have successfully completed our CTA3 Advisory subject, once you have completed this exam, we'll contact you to upgrade your membership.
Please note: A fee applies when upgrading from a non-voting to a voting membership level.
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 5 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 $30,000 per annum.
To apply for retired membership please download the Retired Membership Application Form and return it to The Tax Institute on the details provided on the form.
You can defer your membership for a maximum of two years for a fee of $130 per annum. Deferring your membership allows you to maintain your status and renew your membership once your situation changes.
If you wish to cancel your membership please contact a Membership Adviser on 1300 829 338.
If you’re a full-time academic working in a tax discipline, you may be eligible to apply for a discounted Academic membership rate.