Providing tax (financial) advice services
If you are a relevant provider who provides, or intends to provide, tax (financial) advice services to a retail client, you must be a ‘qualified tax relevant provider� and you must meet certain continuing professional development requirements.
Qualified tax relevant providers
A qualified tax relevant provider is a relevant provider who is a registered tax agent, and/or has met the education and training requirements set out in the (Relevant Providers Determination).
For more information on the regulatory landscape for qualified tax relevant providers, see INFO 278 Relevant providers who provide tax (financial) advice services.
Additional education requirements
Qualified tax relevant providers are required to meet the qualifications standard set out in section 921B(2) of the Corporations Act 2001, as well as additional education and training requirements as set out in the Relevant Providers Determination. For more information see ‘Additional education and training requirements for relevant providers providing tax (financial) advice services and INFO 278 Relevant providers who provide tax (financial) advice services.