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Policy and guidance

We have a range of information that sets out our view of how the laws we administer apply to practitioners and applicants. Our information ranges from binding guidance to general information.

Explanatory papers

Information sheets

Practice notes

Proposed guidelines

Exposure drafts

Discussion papers

Other guidance



A list of tax agent services legislation, legislative instruments and other legislation we often refer to. 

Tax agent services legislation

Legislative instruments

Other relevant legislation

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We have a range of forms available for submitting complaints, speaking requests or to support an application registration.

View our forms to find the one most suitable for your use. 

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Terms explained

A detailed list terms we often reference in our policy and guidance material. 

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Frequently asked questions

A list of common queries we receive on our policy and guidance. 

Disqualified entities

New CPE requirements from 1 July 2022

Single disciplinary body for financial advisers


Last modified: 22 August 2023