Tax Practitioners Australia - Standard

Run by: PD able
Date created: 19 Mar 2024

Tax Practitioners Australia - Standard

Tax Practitioners Australia - Standard

A Continuing Professional Education (CPE) system designed to suit the needs of tax practitioners in Australia. Find CPE activities, report on completion of activities, track progress to targets and pass your transcripts to the Tax Practitioners Board (TPB).

Certification / Registration

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Tax Practitioners Board (TPB)

Tax Practitioners Australia - Standard is a professional development system purpose built to align with the Tax Practitioners Board (TPB) framework. Join an ecosystem that supports your career growth and follow a high-quality pathway to maintain compatibility and professional standards.

Easily comply with the annual and triennium reporting that is required by the TPD to retain your registration.

It's much more than meeting minimum levels, this system goes well further. It introduces Areas of Competency to help guide a balanced education programme. Plus layer in extended features such as planning tools and ability to connect with your employer and it becomes a compelling proposition.

Know that your records will not be lost. Know that you'll be led on a path that works.

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Cycle Length:
3 year (1 Apr - 31 Mar)
Cycle Type:
Annual Cohorts
Availability:
Open Entry

About Tax Practitioners Australia - Standard professional development

The Tax Practitioners Board (TPB) of Australia requires that registered agents complete 120 hours of Continuing Professional Education every 3 years, with annual minimum requirements set at 20 hours. This framework commenced on 1 July 2022.

This CPE system has been structured specifically to meet the needs set out by the TPB. It further extends to support a complete Professional Development programme with extended topics, ability to include Professional Development Planning (PDP's) and find related learning activities.

Note that this system is designed to suit tax practitioners who offer standard services. If you offer 'conditional' services, then new systems are coming soon that will suit your individual needs. When they come available you'll be able to change over at any time.

A summary of needs is set out by the TPB. The following is a lightly edited abstract from the TPB website:

Types of activities that count for CPE
The CPE activities you undertake must be relevant to the tax agent services you provide. However, these CPE activities need not be limited to only those areas that help improve your technical knowledge. Other areas such as practice management and ethics are also relevant and important to ensure you provide a competent service to your clients.

Your CPE activities can also include up to 10% of educative health and wellbeing activities over your CPE period. These activities could include attending webinars about how to manage stress and self-care.

We do not accredit CPE activities or prescribe particular topics for CPE activities. For types of CPE activities we consider appropriate refer to CPE activities.

Our CPE policy requires that no more than 25% of CPE should be undertaken through relevant technical/professional reading. Due to the COVID situation improving in most parts of Australia we have reinstated this 25% cap from 1 January 2023. You must also maintain a log book detailing the activities undertaken.

Special circumstances that affect your CPE
There may be extenuating circumstances where you are unable to complete the minimum hours of CPE. If you experience such circumstances, you should exercise your professional judgment in this regard and keep appropriate records in relation to your situation.

Examples of situations where it might not be possible for you to complete the minimum amount of CPE hours include:

  • illness
  • disability
  • family and/or caring responsibilities (such as maternity or paternity leave)
  • financial or other hardship.

In these types of circumstances, we will consider appropriate relief from the minimum amount of CPE hours, provided you can demonstrate that you have attempted to use the flexibility of your CPE period to manage any extenuating circumstances to comply with our CPE requirements. This includes a situation where you have transitioned to working part-time due to extenuating circumstances.

Key Features

check_circlePlanning tool

check_circleTranscript download

check_circleGoal setting

check_circleReflection writing

check_circlePoints tracking

check_circleRecommended activities

add_circle_outlinePlus many more...

Record these activities

check_circleModule / Tutorial

check_circleWorkshop

check_circleSeminar / Webinar

check_circleShort Course

check_circleLecture Series

check_circlePD Plan / Review

add_circle_outlinePlus over 20 more...

Who uses Tax Practitioners Australia - Standard

Professions

Accountant, Agent / Advisor / Broker (Banking & Finance)

Countries

Australia

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Areas of Competency

The following is a copy of the framework set out by: Tax Practitioners Board (TPB)

Taxation Law

Knowledge of the regulatory environment.

Understanding of the different types of tax issues, including:

  • International
  • Income
  • Capital gains
  • Fringe benefit
  • Goods and services

Professional Conduct & Ethics

Operating in a manner that delivers credibility and trust.

Topics include:

  • Honesty and integrity
  • Independence
  • Confidentiality
  • Competence

Read more detail on the TPB website

Business Practice & Security

Running your business effectively.

Learning that helps ensure your own business runs in a quality manner, but also serves as learning that will give improved insight to client needs.

  • Interpersonal & Communication
  • Cyber security
  • Accounting software
  • Leadership
  • HR
  • Marketing
  • Planning

Personal Development

Taking care of yourself.

Activity which drives your personal wellbeing, or which improvs personal skills that are relevant in the workplace.

  • Managing stress
  • Self care
  • Time management
  • Software App skills

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