TAX AGENT PROGRAM APPLICATION TO ENROL FORM

TAX AGENT PROGRAM APPLICATION TO ENROL FORM TAX AGENT PROGRAM APPLICATION TO ENROL FORM COMPLETING FORM INSTRUCTIONS USE BLACK PEN USE BLOCK LETTERS AND WRITE INSIDE THE BOXES BLOCK ENSURE YOUR WRITING IS CLEAR FOR LEGIBILITY PLACE A CLEAR X INSIDE THE BOX IF YOU MAKE A MISTAKE, FILL THE ENTIRE BOX AND MARK THE CORRECT BOX TAX INVOICE This document will be a tax invoice for GST on completion and payment Please retain original copy for your records All prices quoted are in Australian dollars and include GST where applicable If payment exceeds $5,000, a separate tax invoice will be issued ABN 45 008 392 372 PROFILE INFORMATION Candidate information Title: Mr Mrs Miss Ms Other Date of birth: DD/ / Member no: First name*: Last name*: Have you ever been convicted of a criminal offence, been subject to disciplinary action by a statutory, professional or other body or, are you currently subject to a notice not to manage a corporation as provided in section 600 of the Corporations Law? Yes (attach relevant supporting documentation) No *This will appear on your testamur Contact information Company: Address: Suburb: State: Postcode: Country: Email: Telephone: Mobile: Sponsoring employer information (if applicable) Member no: First name: Last name: Company: Address: Suburb: State: Postcode: 1

Sponsoring employer information (cont) Country: Email: Telephone: Mobile: Membership of other bodies Association of Chartered Certified Accountants (ACCA) CPA Australia Financial Services Institute of Australasia (FINSIA) Financial Planners Association (FPA) Chartered Accountants Australia and New Zealand Institute of Public Accountants (IPA) RECOGNISED TAX AGENT ASSOCIATION (RTAA) INFORMATION This information is required to be collected by The Tax Institute under the Tax Agent Services Regulations (TASA 2009) for RTAA purposes Tax agent status Are you a registered tax agent? Yes No (continue to next question) Tax agent number: Qualifications relevant to being a tax agent Expiry date: DD/ / Do you have an accountancy degree, diploma or higher award? Yes No (continue to next question) Name of accounting award: Country award was completed: Name of institution: Admittance as an Australian legal practitioner (if applicable) Year degree was completed: Name of legal qualification: State of registration: Year of admission to legal practice: ENTRY REQUIREMENTS This information, including English language proficiency, completion of an appropriate degree or diploma in a relevant area of study, relevant work experience demonstrating your exposure to and knowledge of Australian tax law, is required to meet the entry requirements English language proficiency If the language of instruction for your 6 years of high school qualifications was not English, do you meet the minimum requirements of TOEFL (paper) Overall 580, TOEFL (computer) Overall 237, TOEFL (Internet) Overall 92, IELTS 7? Yes (attach certificate) No Not applicable Highest level of education and title Bachelor degree Certificate III/IV Diploma/Advanced diploma Doctoral degree Higher school certificate Masters degree Postgraduate certificate/diploma School certificate Other University or institution where highest qualification was achieved: Name of highest qualification: Country: Year highest qualification achieved: 2

Area of study of highest level of education Finance (including tax or commercial law subjects) Commerce (including tax or commercial law subjects) Accounting (including tax or commercial law subjects) Law (including tax or commercial law subjects) Not applicable (attach relevant work experience) Relevant work experience Do you have a current resume detailing your relevant work experience? Yes (continue to next question) No Provide your relevant work experience (include up to 10 years prior) that demonstrates your exposure to and knowledge of Australian tax law The following list includes, but is not limited to, examples of activities that The Tax Institute will accept as relevant tax work experience Preparing a return, notice, statement, application or other document about your clients liabilities, obligations or entitlements under a taxation law Lodging a return, notice, statement, application or other document about your clients liabilities, obligations or entitlements under a taxation law Advising your client on tax concessions for expenditure incurred on research and development activities where the service involves the application of taxation laws Assisting your client with tax concessions for expenditure incurred on research and development activities where the service involves the application of taxation laws Preparing an objection under Part IVC of the TAA 1953 against an assessment, determination, notice or decision under a taxation law Lodging an objection on behalf of your client under Part IVC of the TAA 1953 against an assessment, determination, notice or decision under a taxation law Applying to the Commissioner or the AAT for a review of, or instituting an appeal against, a decision on an objection under Part IVC of the Taxation Administration Act 1953 Giving your client advice about a taxation law that they can reasonably be expected to rely upon to satisfy their taxation obligations Dealing with the Commissioner on behalf of your client Services provided by an auditor of a self-managed superannuation fund under the Superannuation Industry (Supervision) Act 1993 Providing general taxation advice to your client that does not involve the application or interpretation of a taxation law to the client s personal circumstances Ascertaining the withholding obligations for the employees of your clients This includes the preparation of payment summaries 3

Relevant work experience (cont) SUPPORTING DOCUMENTATION To process your application to enrol in an education subject, we require copies of relevant supporting documents that support your eligibility and experience Degree OR diploma transcript OR current legal practising certificate OR current registered tax agent certificate Current résumé OR letter from your employer confirming you have the required relevant Australian tax experience Current RTAA voting membership certificate (if relevant) IELTS or TOEFL Certificate (if relevant) RECOGNISED PRIOR LEARNING Are you applying for subject exemptions as part of your enrolment 5? Yes (attach application) No EXAM LOCATION Nominate your closest public exam venue: Sydney Melbourne Brisbane Adelaide Perth Launceston Remote PROGRAM FEES 1 Fee MEMBERSHIP FEE² To enrol in an education subject, it is a requirement to become a Affiliate member and maintain membership with The Tax Institute I am an existing member Not applicable I am a new member $350 4

PROGRAM FEES 1 SUBJECT FEES 3 Select the subject #, delivery mode, and study period you would like to enrol in Subjects Study period 1 Study period 2 Study period 3 Fee CTA1 Foundations Face-to-face 4 $1,55000 Intensive $1,55000 CTA2A Advanced Face-to-face 4 $1,55000 CTA2B Advanced Face-to-face 4 $1,55000 CommLaw1 Australian Legal Systems CommLaw2 Entities and Business Structures CommLaw3 Property Law # A $100 discount applies per subject if enrolling before early bird close date, except for CTA1 Foundations Intensive study mode Membership fee $ Subject fee $ Total discount $ Total fee $ 5

CANDIDATE DECLARATION All candidates are required to complete the following declaration to process this application to enrol in an education subject Education I confirm that I have read and accept The Tax Institute s education policies and procedures 6 I confirm that the information provided in the candidate declaration and supporting documentation is true and correct, and I agree to abide by The Tax Institute s rules and regulations Deferring and withdrawing Terms, conditions and fees apply if deferring or withdrawing 6 Withdrawal from a subject must be received in writing prior to the subject commencement date (fees will not be refunded after the subject commencement date except under exceptional circumstances) Withdrawal will incur an administration fee of 20% of the subject fee Multiple changes to subject enrolments may incur an additional fee Membership I hereby declare that I am of good fame, integrity and character 7 and have not been involved in any conduct that is or could be a Disciplinary Event 8 within the meaning of the By-Laws Upon successful application, I authorise you to place my name on the appropriate Register of Members and agree to be bound by the Constitution of The Tax Institute I hereby declare that the information in this application is true and correct I authorise the investigation of all statements made by me with respect to this application Signature: Date of signature: DD/ / PAYMENT METHOD Cheque payable to The Tax Institute Name on card: Credit card $ Card type: 0 0 Card no: Expiry date: / AMEX Visa MasterCard Diners Cardholder s signature: PRIVACY The Tax Institute takes your privacy seriously and is bound by the Federal Privacy Act and the national privacy principles All information provided by you is required for a range of purposes including: assessing membership eligibility criteria ensuring we maintain accurate records on our membership database providing you with information about member benefits available through The Tax Institute and through our business partners conducting market research to ensure we continue to meet your requirements and provide valued services to our members If you do not wish to have your details used by The Tax Institute for any of the above purposes please advise in writing 0236EDU_08/15 The Tax Institute is not CRICOS registered and its courses are not open to students as defined under the ESOS Act 1 Fees are in Australian dollars (AUD) and are subject to change without notice 2 Registration and membership fees are inclusive of GST 3 Subject fees do not attract GST 4 Face-to-face delivery is subject to minimum lecture numbers 5 Visit taxinstitutecomau for the application form and information on credit for recognised prior learning 6 Visit taxinstitutecomau for education policies 7 Visit taxinstitutecomau for statutory declaration requirements 8 Each of the following is a Disciplinary Event: (a) engaging in conduct which: (i) is unbecoming of a Member; (ii) is prejudicial to or not in the best interests of the Institute; and/ or (iii) brings discredit on the Institute; (b) engaging in derogatory or discriminatory conduct or harassment of any type; (c) failing to observe a proper standard of professional care, skill or competence; (d) failing to comply with a written direction issued by the National Council in accordance with the Constitution or By-Laws of the Institute regarding good conduct or administration of the Institute; (e) being the subject of an adverse finding in relation to his or her professional conduct, competence or recognition by any body or authority having jurisdiction or competence to do so; (f) being convicted of a Serious Offence; (g) being found to have acted dishonestly in any civil proceedings in a court in Australia or elsewhere; (h) involuntarily ceasing to be a director by virtue of the Corporations Act 2001 (Cth) (Corporations Act) or being prohibited from being a director by reason of any order made under the Corporations Act; (i) becoming bankrupt or assigning his or her estate or entering into a deed of arrangement for the benefit of his or her creditors; (j) failing to comply with the Constitution or any By-Law of the Institute, including the Code of Professional Conduct (By-Law 15); (k) failing to assist an Investigator to the extent required by the By-Laws in the carrying out of an investigation of a Complaint; (l) acting contrary to the By-Laws, hindering or obstructing an Investigator in the carrying out of an investigation of a Complaint; (m) failing to acknowledge or comply with a reasonable written direction of the Institute prior to, or in the course of, the carrying out of an investigation of a Complaint; and (n) for any reason, ceasing to be a person of good fame, integrity and character To enrol Call 1300 TAX EDU (1300 829 338) Email education@taxinstitutecomau Mail GPO Box 1694, Sydney, NSW 2001 Fax +61 2 8223 0077 6