The services and tools that do the heavy lifting in your practice.
One home for the member services that used to be scattered across the site — Thomas your AI concierge, the technical helpline, SMSF audit, calculators and member tools. Practical support for the work you do every day.
Institute of Financial Professionals Australia (IFPA)
Services included with membership
Everyday support, expert backup, and tools that save real time.
Thomas — AI concierge
Instant, cited tax and super answers, 24/7, by voice or chat — grounded in IFPA's technical library.
Learn moreTechnical helpline
When a question needs a human, the IFPA helpline connects you to the technical team.
Learn moreSMSF Audit & AuditSAVE
Independent SMSF audit and the AuditSAVE service, built for practitioners managing fund compliance.
Learn moreMoneyGPS
Client-facing financial guidance tools that extend what your practice can offer.
Learn moreProperty Report
Indicative property valuations and reports — a member add-on to support client conversations.
Learn moreCPD accreditation
Have your own material accredited for CPD through IFPA's recognised service.
Learn morePractice services & tools
Everything your practice needs, backed by the institute.
Membership bundles the tools, services and expert support that keep your practice efficient, compliant and confident.