The Tax Institute

The Tax Institute We're committed to tax education, representing our members and continuously improving the tax system.

CTA3 Advisory exams are coming up, and our candidates are studying hard!CTA3 is the capstone subject in the CTA program ...
10/06/2026

CTA3 Advisory exams are coming up, and our candidates are studying hard!

CTA3 is the capstone subject in the CTA program – Australia’s premier designation for excellence in deep tax knowledge. If you’ve passed the CTA3 Exam, you’ve proven you’ve got what it takes to be a top tax adviser: critical thinking, problem-solving, excellent written communication skills and the ability to confidently give expert structured tax advice.

As the newest cohort of CTA3 graduates are gearing up for their exam, we’re taking a look back at what tax professionals who have mastered CTA3 have said about the experience:

“It takes planning and flexibility. I set aside dedicated time each week for study, but I also had to be adaptable when urgent client work or family matters arose.” - Belinda Spence

“I found drafting written advice during the semester a very helpful opportunity to practice explaining how a particular area of the tax law works, applying it to a case study and considering potential alternative options/solutions.” - Mitchell Bird

“Jump in and embrace the journey. You won’t master everything, but you’ll come out with a clearer direction for your career.” - Jeremy Scott

“CTA3 Advisory developed my Australian tax knowledge, increased my confidence advising clients and emphasised the importance of understanding the specific facts, circumstances and goals of your clients in order to achieve positive outcomes.” - Brayden Irving

Find out more here: https://www.taxinstitute.com.au/insights/articles/2025/how-to-succeed-in-cta3-advisory

As globalisation continues to evolve, the significance of international tax grows, making it essential for businesses an...
10/06/2026

As globalisation continues to evolve, the significance of international tax grows, making it essential for businesses and individuals engaged in cross-border activities to stay a step ahead on international tax matters.

Over the past 12 months, factors such as increasing pressure on governments to raise revenue, geopolitical tensions and rapidly evolving business models have made the tax landscape more complex than ever.

When it comes to navigating this territory of tax, multinational taxpayers, advisers and administrators need to not just understand the rules, but also the forces shaping them - that’s where our International Masterclass comes in.

Held both in person at the Establishment Hotel Sydney and online on 24 June, this full day event is for anyone seeking to deepen their understanding of the international tax framework and gain insight into the most important issues facing the profession.

To book your space in person or virtually, click here: https://www.taxinstitute.com.au/events/masterclasses-intensives-workshops/international-masterclass

Today, The High Court of Australia handed down its decision in Commissioner of Taxation v Bendel, with the court ruling ...
10/06/2026

Today, The High Court of Australia handed down its decision in Commissioner of Taxation v Bendel, with the court ruling in favour of the taxpayer.

“This ruling brings long‑awaited judicial certainty to an area of trust taxation that has been the subject of significant controversy and compliance activity for more than a decade,” says Julie Abdalla, Head of Tax & Legal at The Tax Institute.

Read our full media release on this highly anticipated tax topic here.

Recently, our Tax Counsel, John Storey penned a report for the Taxation in Australia journal discussing tax reform – a k...
09/06/2026

Recently, our Tax Counsel, John Storey penned a report for the Taxation in Australia journal discussing tax reform – a key theme of the recent Federal Budget. In his report, John argues that what was labelled as “reform” was really higher taxes delivered through increasing complexity, uncertainty and compliance costs, rather than genuine simplification and improved system design.

John’s article elaborates on the hidden cost of complexity in the tax system for the community, points to the backlog of announced but unenacted measures and also highlights the increases in compliance costs for superannuation due to Division 296 changes.

Keen to stay up-to-date on the timely topic of tax reform and much more across the tax world? John’s report and thousands of other resources are available in the Tax Knowledge Exchange database. With access to Australia's leading database of content curated by tax experts, for tax experts, the tax insights you need are never more than a click away.

Find out more: https://www.taxinstitute.com.au/tke

At The Tax Institute, we are an organisation built by and for members of the tax community – and we are dedicated to ens...
08/06/2026

At The Tax Institute, we are an organisation built by and for members of the tax community – and we are dedicated to ensuring the voices of our members are heard.

When you become one of our members, your views are amplified, emphasised and put forward when it matters most.

There are a number of ways each year that we do this:

- We put forward policy submissions and engage in further government consultations, to put the spotlight on the issues that matter to our members
- We publish over 1,200 tax insights in TaxVine to keep you up-to-date with the latest information
- We host over 25 national events and around 110 local events nationwide for tax professionals

In addition to these, there are a multitude of other directions you can take to have your say. Whether it’s contributing to submissions, publishing a journal article or presenting at an event, there are plenty of avenues for becoming actively engaged.

Not yet a member and want your views heard? Become a member today: https://www.taxinstitute.com.au/membership

05/06/2026

If you haven’t yet heard of microcredentials and their impact on the future of learning, our latest episode of TaxVibe – live today – is for you!

Gone are the days when a person’s learning journey ended after university. Today’s professionals, particularly those in tax, need to embrace lifelong learning, because the world they work in is changing so rapidly – which is where microcredentials come in.

In this episode, our guest host Murray Cassar is joined by microcredential maven Deb Friel, to explore the role of micro-credentials in professional education, particularly in the tax field. Murray and Deb discuss the definition, advantages, and future of micro-credentials, emphasising their flexibility, stackability, and relevance in today's fast-paced world. They highlight the importance of micro-credentials for continuous professional development (CPD) and how they can serve as a bridge to traditional qualifications.

Keen to get up to speed on microcredentials? Inspired to pursue further education? Watch this snippet from our recent TaxVibe episode, and find the full episode on all major podcast platforms: https://www.taxinstitute.com.au/insights/taxvibe

04/06/2026

Today, we are delighted to unveil the full program for our flagship event of the year: The Tax Summit!

Taking place from 2-4 September at the ICC in the heart of Sydney, the Summit is where the tax profession goes to connect, learn and be inspired. Our 2026 theme, ‘Powered by People’, celebrates what’s best about our tax system - the people behind it.

This year there are seven streams – here are our top three to keep your eyes on:

•Firstly, the SME Stream will deliver practical insights, unpack the latest developments in trusts, succession planning, estate administration, small business CGT concessions, superannuation and more.
•Secondly, the Hot Topics Stream will be one to watch, as it explores emerging risks, significant developments and areas of increasing scrutiny, providing practical insights into some of the most pressing challenges facing advisers and their clients.
•Thirdly, the Corporate Stream, designed for professionals in mid-tier and top-tier firms, lawyers, barristers and Heads of Tax from large organisations, will deliver technical insights, practical guidance and expert perspectives on the issues impacting corporate taxpayers today.

Advance pricing is now available. To explore the full program and book your place at the tax event of the year, visit this link: https://www.taxinstitute.com.au/tax-summit

The end of the financial year is fast approaching – which means tax practitioners need to be on top of the tax issues th...
03/06/2026

The end of the financial year is fast approaching – which means tax practitioners need to be on top of the tax issues their clients are facing.

Tax Institute members, we’ve got you covered with our free webinar on Tuesday 9 June, 12.30pm-2pm AEST!

Worth 1.5 CPD hours, the webinar will feature a panel of tax experts including:

- John Storey, ATI, The Tax Institute
- Alison Stevenson, CTA, Matrix Norwest
- Adrian Wyper, Bartier Perry

Topics covered will include the recent updates included in the Federal Budget, Div 296, pre-June 30 tips and post 1 July actions to take.

To find out more and register your attendance at the seminar, visit our site here: https://www.taxinstitute.com.au/events/member-webinars/2025-26-Member-Webinar-Series

Following the tax measures announced in the 2026-27 Federal Budget, the taxation of trusts has never been more topical. ...
02/06/2026

Following the tax measures announced in the 2026-27 Federal Budget, the taxation of trusts has never been more topical. The introduction of 30% minimum tax on discretionary trusts, effective from 1 July 2028, has made media headlines and sparked commentary from the tax industry regarding the reportedly short consultation period being given to provide feedback on the measure.

Keen to keep up to speed on the constantly evolving area of tax? Then our Trusts Intensive event is for you.

Being held online over 4 and 5 June, the two-day program covers all the issues tax practitioners need to be across when advising their clients. From FTEs to franking, income tax and trusts and intergenerational wealth transfers, this Intensive will help you unpack all of the latest changes.

Register now to ensure you have access to the latest insights: https://www.taxinstitute.com.au/events/masterclasses-intensives-workshops/trusts-intensive

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