Tax (financial) advisers urged to beat the renewal rush

The Tax Practitioners Board (TPB) is urging Tax Financial Advisers who need to renew their registration by 1 January 2018 to get in early as almost 13,000 other practitioners will be due to renew at the same time.

Chair of the TPB, Mr Ian Taylor, encouraged tax (inancial advisers to renew early to avoid application processing delays.

‘Tax (financial) advisers who renew early will be registered for at least three years from their current expiry. They can enjoy their December/January break knowing their registration is secure and won’t impact their business,’ Mr Taylor said.

There are things tax (financial) advisers can do to get ready for renewal according to Mr Taylor.

  • Use the TPB’s  online tool to check if qualification and experience requirements are met.
  • Update address and mobile number (for SMS messages) on the TPB My Profile link to ensure receipt of renewal reminders.
  • Complete the statement of relevant experience , especially if it needs to be verified by a supervisor.

The TPB website has tools to assist tax (financial) advisers with their renewal application including a video to help complete a statement of relevant experience and a renewal kit to assist with the process.

Do you need to complete the Tax Financial Advisers Licencing Course?

Applied Education is a TPB approved education provider. You are able to undertake our Tax Financial Advisers Licencing Course at any time.

For full course details for Tax Financial Advisers click here

Read more from the TPB here

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