Full Application

Status

Class of Membership *

Reciprocal Application *

Membership Eligibility

Overseas Accounting Body Name *

Overseas Accounting Body Membership No. *

Attach Confirmation of Overseas Body Membership

As you are applying for Reciprocal membership please attach confirmation of membership of your overseas accounting body. Confirmation must be dated within two months of submission of this application. Chartered Accountants Australia and New Zealand (CA ANZ) will require confirmation of the following membership information about you from your overseas accounting body:

• Full name and membership number

• That you are in good standing with your accounting body and not subject to any disciplinary proceedings

• The date your accounting body approved admission to full membership

• How admission was gained (by completing your accounting body's admission requirements or reciprocal arrangement)

Upload Supporting Documentation

Personal Details

Please provide residential and mailing address. If your details change after you've submitted your application, you can update these yourself through the myAccount section of the Chartered Accountants Australia and New Zealand (CA ANZ) website. Your name as entered here will appear on any certificates awarded by CA ANZ. If you are known by another name or have changed your name by deed poll, please supply a copy of your marriage certificate or evidence of change of name by deed poll.

Title

First Name

Last Name

Preferred Name

Date of Birth

Upload Copy of Deed Poll or Marriage Certificate

Contact Details

Home Phone

Work Phone

Mobile Phone *

Email *

Secondary Email

Full Application

Status

Address Details

Residential

Street Number / Name / Suburb

City / Town

Postcode

Country

Residential State

Residential Address is the same as Mailing Address

New Zealand Resident

In addition to applying for CA ANZ membership, as you are a resident of New Zealand, by completing this application form, you will also be applying for full membership to the New Zealand Institute of Chartered Accountants.

Mailing

Mailing Company Name

Street Number / Name / Suburb

City / Town

Postcode

Country

Mailing State

Bankruptcy, Crimes, Offences & Disciplinary Action

A positive answer to any of the questions in this section will not automatically result in a declined application. Each case will be considered individually on its merits. Details will be kept confidential.

Have you ever been before any court of law in any jurisdiction in Australia, New Zealand, or elsewhere and pleaded guilty to, or been found guilty of, any criminal offence which has not been set aside on appeal, or a criminal charge is pending against you.

Conviction *

Are you presently or have you ever been a bankrupt, have you made an assignment for the benefit of your creditors or have you executed an authority under Part X of the Bankruptcy Act 1966?

Bankruptcy *

Are you, or have you ever been, prohibited by the Registrar of Companies from managing a company? (if applying for NZ membership) or ;

Are you presently or have you been subject to a notice not to manage a corporation as provided in Part 2D.6 of the Corporations Act 2001, or been refused registration for any of the registrations identified in CR2? (if applying for AU membership).

Prohibited from Company Management*

Are you, or have you ever been. Subject to disciplinary Proceedings by a Tertiary Education Institution?

Disciplinary Proceedings by a Tertiary Education Institution *

Are you, or have you ever been subject to disciplinary proceedings by statutory, regulatory, professional, or any other body in respect of your professional capacity?

Disciplinary Proceedings by Statutory, Professional Body *

Details of Crimes, Offences, Bankruptcy & Disciplinary Action *

Details of any charges pending in Australia, NZ or overseas *

Upload Attachments *

Full Application

Status

Practical Experience / Employment Details

Practical Experience / Employment Details #1

Search and Select Approved Training Employer (ATE) or (RTE) *

Position Title

Employment Start Date *

Employment Finish Date

Hours Worked Per Week *

17.5 hours per week minimum

Practical Experience / Employment Details #2

Search and Select Approved Training Employer (ATE) or (RTE)

Position Title

Employment Start Date

Employment Finish Date

Hours Worked Per Week

17.5 hours per week minimum

Practical Experience / Employment Details #3

Search and Select Approved Training Employer (ATE) or (RTE)

Position Title

Employment Start Date

Employment Finish Date

Hours Worked Per Week

17.5 hours per week minimum

Practical Experience / Employment Details #4

Search and Select Approved Training Employer (ATE) or (RTE)

Position Title

Employment Start Date

Employment Finish Date

Hours Worked Per Week

17.5 hours per week minimum

Practical Experience / Employment Details #5

Search and Select Approved Training Employer (ATE) or (RTE)

Position Title

Employment Start Date

Employment Finish Date

Hours Worked Per Week

17.5 hours per week minimum

Mentor

If you have not done so previously, please upload your final mentor's report

Mentor's Record ID Hidden

Mentor's Member ID *

Mentor's Email *

Mentor ID and Email Required

Mentor's Name

Mentor's Place of Employment

Date of Mentoring Commenced *

Upload Final Mentor's Report

References

We require two references. It is important to note that the professional and member references must each be completed by different people.

Reference 1 - Member

Reference 1 Member Number *

Reference 1 First Name *

Reference 1 Last Name *

Reference 1 Phone Number *

Reference 1 Email *

Upload Reference 1 *

Reference 2 - Professional

Reference 2 Member Number

Reference 2 First Name *

Reference 2 Last Name *

Reference 2 Phone Number *

Reference 2 Email *

Reference 2 Company *

Reference 2 Role *

Upload Reference 2 *

Please indicate whether you hold any of the following registrations/authorities

Are you a Registered Company Auditor?

Are you a Registered Company Liquidator?

Are you a Registered Tax Agent?

Are you a Registered BAS Agent?

Are you a Registered Trustee in Bankruptcy?

Are you an Approved SMSF Auditor?

Are you a reviewer of Second Tier Companies Limited by Guarantee in accordance with the Corporations Act 2001?

Australian Financial Services Licence (AFSL)

I personally hold an Australian Financial Services Licence (AFSL) or I have a governing role (e.g. director, trustee, principal) of an entity that holds an AFSL to provide financial product advice

I am a representative/authorised representative of an AFS Licensee

Full Name of the AFS Licensee

AFSL Number

Please note: If you have indicated that you hold any of the above Statutory Registrations, offer services to the public and/or you are currently/are becoming a partner/principal/director/sole practitioner in public practice, you are required to hold a Certificate of Public Practice (CPP). By law 34, Regulation CR2 are the relevant sections of the Member's Handbook that relate to CPPs. If you wish to apply for a CPP you must submit the CPP Application Form (with appropriate documentation) in addition to your membership application form.

An interactive guide has been designed to assist members to determine whether they require a CPP. To utilise this tool and to access further information on CPP requirements, please visit our Certificate of Public Practice information page.

Upload supporting documentation

If you have any supporting information for your application, please upload it below.

Applicants living in New Zealand - Ministry of Justice report requirements

If you are living in New Zealand, you are required to provide a Ministry of Justice report with this application.

If you have spent a period of 12 months or more during the past 10 years living in a different country, you will need to provide a current police report from that country in addition to the New Zealand Ministry of Justice report.

All Ministry of Justice reports or police check records should be dated within 6 months of the time of this application.

Other Supporting Documentation

Privacy Statement

By providing personal information to us in this form you consent to the organisation

(a) Disclosing to third parties your (current or former) status as a member of the organisation;

(b) Disclosing to regulators, law enforcement bodies, professional associations and government or statutory bodies the details of any final adverse determinations (including sanctions) in relation to your professional and/or ethical conduct that are made by the organisation’s Professional Conduct Tribunals or Appeal Tribunals (or as they may be reconstituted or renamed from time to time); and

(c) Collecting from third parties information relating to your membership of a trade or professional association or union, your criminal record (if any), your health, religious beliefs or affiliations, racial or ethnic origin and any other sensitive information to the extent that it is reasonably necessary for one more of the functions or activities of the organisation.

We collect, use and disclose your personal information in connection with your application, the management and administration of members and/or programs, the provision of products and services and/or to communicate with you. If you do not provide your personal information, we may be unable to process your application. We may disclose your information to agents, contractors and service providers such as where we outsource functions and to other third parties such as local and international professional bodies, ASIC, the Companies Office, and other regulators and government and statutory bodies. By completing this form, unless you opt-out, you consent to us also using and disclosing your information for promotional and marketing purposes. You can opt-out or change your communication preferences by contacting us at privacy@charteredaccountantsanz.com or on 1300 137 322 in Australia or 0800 469 422 in New Zealand. We may also have collected information about you from a third party. Your information will also be used and disclosed as set out in the organisation's Privacy Policy, available at www.charteredaccountantsanz.com/privacy. It is likely that your personal information will be disclosed to overseas recipients (as provided in our Privacy Policy, including the location of those entities). The Privacy Policy sets out how the organisation handles your personal information including how you can seek to access and correct your information or raise a privacy concern with us and how it will be dealt with as well as details about the disclosure of your information to entities overseas. This Privacy Statement also applies to and is adopted by the New Zealand Institute of Chartered Accountants (NZICA). NZICA may collect, store, use and disclose your personal information in the performance of its regulatory functions under the New Zealand Institute of Chartered Accountants Act 1996 in accordance with this Privacy Statement.

CA ANZ is formed in Australia. Our members are not liable for our debts and liabilities.

I have read, understood and agree to and consent to the CA ANZ Privacy Policy and the Privacy Collection Statement above.

Additional Provisions for EU data subjects

The following additional provisions apply to you if the (EU) 2016/679 General Data Protection Regulation (GDPR) applies to you. GDPR will apply to you if you are or become a resident of the member states of the EU, Norway, Iceland and Liechtenstein (EU data subjects).

Lawful grounds: Under the GDPR, we are permitted to process your information for the purposes described above, by relying on one or more of the following lawful grounds: (a) you have explicitly agreed that we may process your information for a specific reason; (b) the processing is necessary to perform the agreement we have with you or to take steps to enter into an agreement with you; (c) the processing is necessary for us to comply with our legal obligation; or (d) the processing is necessary for our legitimate interests, which include: (i) to protect our business interests; (ii) to ensure that complaints, including complaints about member conduct, are appropriately investigated; (iii) to evaluate, develop or improve our products and services; or (iv) to keep our members informed of relevant products and services, unless you indicate that you do not wish us to do so. We generally rely on your specific consent to process special categories of personal data (i.e., ‘sensitive information’). However, in some cases (for example, relating to an alleged offence), we may need to use some of that information to comply with our legal obligations.

Withdrawing your consent: Where you have consented to our processing of your information (including special categories of personal data), you may withdraw your consent at any time. To do so, contact us using the details set out in our Privacy Policy. In some cases we may lawfully continue to process your information even after you withdraw your consent, by relying on the legal bases described above. Other important information such as transferring your personal data outside the European Economic Area information, your specific GDPR rights over your personal data and how and when we retain and destroy your personal data is explained in our Privacy Policy.

We would like to send you relevant marketing materials about our products, services, activities and events. Please tick this box if you are happy for us to send such direct marketing materials by post and electronic means. You can opt-out at any time by following the directions set out in the Privacy Statement and Privacy Policy.

Declaration

· I acknowledge that in completing this form or applying for membership (as the case may be), if I am resident in, or practice the profession of accountancy in, New Zealand at any time, in addition to my CA ANZ membership, I will also be admitted as a member of the New Zealand Institute of Chartered Accountants (NZICA) and subject to the regulatory requirements applicable to members in New Zealand, available here .

· I have read and agree to be bound by CA ANZ’s Supplemental Royal Charter, By-Laws and Regulations (and the NZICA Act and NZICA Rules to the extent they apply to me), all applicable Codes of Ethics, guidelines and any documents prescribing any ruling on the standards or practice and professional conduct, including the technical standards, as required by CA ANZ and NZICA (if applicable).

· I agree to abide by the lawful decisions of the CA ANZ Board and NZICA Regulatory Board (if applicable) and any Regional or Local Council, Professional Conduct body, Standing or other Committees or Officer of CA ANZ or NZICA (if applicable) who may, in accordance with the Supplemental Royal Charter or the By-laws, NZICA Act or NZICA Rules (if applicable) have delegated functions or powers to make lawful decisions.

· In consideration of CA ANZ’s and NZICA’s (if applicable) evaluation of my suitability for CA ANZ and (if applicable) NZICA membership, I understand and agree that confirmation of my responses will be sought.

· I understand that these checks may include, but are not limited to, criminal history and verification of my qualifications and professional membership(s). If CA ANZ or NZICA collect any ‘sensitive information’ (as defined in applicable privacy laws) about me, I understand such sensitive information will only ever be used to the extent that it is reasonably necessary for one or more of the functions or activities of CA ANZ and/or NZICA (as applicable) or as otherwise permitted under applicable laws.

· I acknowledge and agree that by checking this box I will be taken to have signed this Form by hand for the purposes of all relevant laws, and that I warrant the accuracy and truthfulness of the information provided in this Form, and that CA ANZ and NZICA are entitled to and will rely on my checking this box as if I had signed this Form by hand. CA ANZ and NZICA consent to you executing this Form by checking the box below.

I agree to each of the above undertakings.

Declaration date

Submit Application for Assessment

To submit your application, you must check this box and then select the Save Application button (below).

Once your application is submitted for assessment, you will be taken to another screen to pay through the checkout.

Save Application Without Submitting for Assessment

Not ready to submit your application yet?

Simply press the Save Application button (below), this will save the application as a draft.
You can submit this for assessment at a later time by logging into myAccount via the Chartered Accountants Website.

Contact Information