Members join the Association because they care about the future of the industry.
The Association has both Principal and Practitioner Members.
Principal Members are Market Participants who provide equity capital for Australian businesses.
Practitioner Members provide financial advice and execution services to institutional and retail clients.
The Association distils the disparate views of principal members into cohesive advice for regulators and government.
The Association also provides practitioner-led education and training for members, and is an accredited tax (financial) adviser association for the purposes of the Tax Agents Services Act (TASA).
Opportunity to shape the industry
The Association provides members with an opportunity to come together with their peers to shape the future of the industry.
Members shape the industry by serving on the Association’s industry committees and working groups. These groups comprise everyday practitioners.
The Association maintains an infrastructure that connects members and leverages that connection to provide coherent advice to exchanges, regulators and government.
Practitioner-led Accreditation and Training
Members can access discounted fees for the Association’s practitioner-led accreditation and training programs.
The Association’s education offerings are developed in close consultation with practitioners, and are delivered by experienced industry professionals.
Benefit by belonging to a Tax (Financial) Adviser Association
The Association is a recognised tax (financial) adviser Association for the purposes of the Tax Agents Services Act (TASA).
Tax financial advisers who are members of a recognised professional association are exempt from the requirements to study Australian Taxation law and Commercial law, providing they have the equivalent of 6 years full-time relevant experience in the past 8 years.
The Association maintains a CPD store for members with details of the many thousands of education and training courses undertaken by them, going back to 2001.
Regulatory & Compliance Assistance
The Association plays a key role in the development and promotion of regulatory best practice guidelines.
Engage with Industry Leaders, Service Providers and Product Suppliers
The Association conducts regular workshops and seminars to keep members up to date on current issues including cyber security, notifiable data breach reporting, margin lending, ETFs, MiFID II and tax financial advice.