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 Corporations (Relevant Providers—Education and Training Standards) Determination 2021 (Relevant Providers Determination).
For more information on the regulatory landscape for qualified tax relevant providers, see INFO 268 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 268 Relevant providers who provide tax (financial) advice services.
Temporary Data Set
ASIC has temporarily made available the following dataset for AFS licensees to determine if the information recorded on the Financial Advisers Register in relation to the relevant provider’s capacity to provide tax (financial) advice services and information on the relevant provider’s qualification and training courses are current, including whether a particular course or qualification has been marked as going towards the relevant provider meeting the qualifications standard. This is a one-off, point in time date set, as at 30 May 2025. If a relevant provider has been appointed and/or had their details updated on the Financial Advisers Register after ASIC prepared the data set, the relevant provider’s details may not appear in the spreadsheet.
