Please fill in your Membership Number, if known (please use a BLACK pen)
Applicants who have commenced Australian or New Zealand study are encouraged to complete a self assessment using our Accredited
Tertiary Course (ATC). Lists available on our website. Once a self assessment has been completed, if you still require a Standard Assessment
complete this form.
Please complete ALL the sections (1-9) below, and return your application with payment to Chartered Accountants Australia and New
Zealand (CA ANZ) (see page 5 for details). Please print in BLOCK LETTERS. Note: It is essential that you read the Explanatory Notes on
pages 67 prior to completing this form.
Phone (home) Phone (business) Mobile
Position title
0316-41
Standard Assessment 2
In order to satisfy our academic requirements applicants must complete study in specific competence areas.
The left hand column below lists the competence areas that CA ANZ may recognise. Please indicate in the blank columns details of the subject/s you have completed
that you consider should be assessed for recognition of the relevant competance area/s:
Business Law
Economics
Management Accounting
Quantitiative Methods
Taxation
Information Technology
Ethics
Accounting principles
Accounting practice
Economics
Organisational management
Business communication
Information technology
Financial accounting
Management accounting
Audit
Business finance
Continued overleaf
Standard Assessment 3
Please list the details of your completed academic qualifications. Certified copies of your qualifications degree/diploma certificate(s) and transcript(s) must be attached.
(If additional space is required, please photocopy this page and attach to this application.)
Qualification 1:
Country where qualification
was awarded State (if applicable)
Name of academic institution
(eg. university / college)
Name of degree/diploma
(eg. Bachelor of Commerce)
Qualification 2:
Country where qualification
was awarded State (if applicable)
Name of academic institution
(eg. university / college)
Name of degree/diploma
(eg. Bachelor of Commerce)
Qualification 3:
Name of degree/diploma
(eg. Bachelor of Commerce)
Please indicate how you intend to address any knowledge gaps identified as part of this assessment by checking the appropriate box below.
Accredited study at a tertiary institution please specify preferred institution below (if known)
Continued overleaf
Standard Assessment 4
Privacy Statement
IMPORTANT: Your consent to disclosure and service providers such as where we outsource functions and to other
third parties such as local and international professional bodies, ASIC and
By providing personal information to us in this form you consent to CA ANZ:
other regulators and government bodies. By completing this form, unless
(a) Disclosing to third parties your (current or former) status as a member or you opt-out, you consent to us also using and disclosing your information
candidate of CA ANZ; for promotional and marketing purposes. You can opt-out by contacting us
(b) Disclosing to regulators, law enforcement bodies, professional associations and at privacy@charteredaccountantsanz.com. We may also have collected
government or statutory bodies the details of any final adverse determinations information about you from a third party, for instance from other professional
(including sanctions) in relation to your professional and/or ethical conduct bodies with which we have reciprocal arrangements. Your information will
that are made by CA ANZs Professional Conduct bodies; and also be used and disclosed as set out in CA ANZss Privacy Policy, available at
www.charteredaccountantsanz.com/privacy. It is likely that your personal
(c) Collecting from third parties information relating to your membership of a trade information will be disclosed to overseas recipients (as provided in our Privacy
or professional association or union, your criminal record (if any), your health, Policy, including the location of those entities). The Privacy Policy sets out how
religious beliefs or affiliation, racial or ethnic origin and any other sensitive CA ANZ handles your personal information including how you can seek to
information to the extent that it is reasonably necessary for one or more of the access and correct your information or raise a privacy concern with us and how
functions or activities of CA ANZ. it will be dealt with as well as details about the disclosure of your information
We collect, use and disclose your personal information in connection with your to entities overseas.
application, the management and administration of members and/or programs, the Chartered Accountants Australia and New Zealand. Formed in Australia.
provision of products and services and/or to communicate with you. Members are not liable for the debts and liabilities of Chartered Accountants
If you do not provide your personal information, we may be unable to process your Australia and New Zealand ABN 50 084 642 571
application. We may disclose your information to agents, contractors
I declare that the information I have given in this application is complete, correct and up-to-date.
Full name
Signature Date //
Continued overleaf
Standard Assessment 5
Section 9 Checklist
Continued overleaf
Standard Assessment 6
Explanatory Notes
To qualify for the Chartered Accountants Program, applicants must hold an Certification of documents
accredited Bachelor degree or Master degree from an Australian or NewZealand All documents submitted must be officially certified as true copies of the original
university OR hold qualifications that have been assessed by CA ANZ as document and must all accompany this form. Please do not have your tertiary
comparable to the educational level of an Australian or NewZealand Bachelor institution(s) send your documents directly to us unless otherwise specifically
degree. requested.
To qualify to become a provisional Accounting Technician through the academic The following persons/agents are acceptable authorities for certifying
pathway, applicants must have two years of equivalent full-time study at diploma documents:
level (level 6) or higher.
Chartered Accountant (ANZ) / Australian CPA
To assess the general standard of overseas tertiary qualifications, CA ANZ (must include membership number)
follows the guidelines of the National Office of Overseas Skills Recognition
Australian or NewZealand embassy / consulate / high commission staff
(AEI-NOOSR), an Australian government body www.aei.gov.au
University official (must include university stamp in addition to signature)
When it has been established that your qualifications satisfy our minimum Notary public
requirements in terms of their educational level, individual subjects are
Solicitor, legal practitioner, Magistrate
examined to determine coverage of the required competence areas.
Justice of the peace
For ACA/ CA Commissioner for declarations / affidavits
These competence areas are: Commissioner of oaths
Accounting Systems & Processes Registered Migration Agent (must include MARA number)
Financial Accounting & Reporting Police Officer (in Australia only)
Audit & Assurance Pharmacist (in Australia only)
Business Law (Australian or New Zealand) Postal Manager (in Australia only).
Economics Please note: CA ANZ reserves the right to request original documentation,
Finance and Financial Management if required or deemed necessary.
Management Accounting
Peoples Republic of China: Chinese degree awards and academic transcripts
Quantitative Methods
must be verified through the Vocational Educational Training and Assessment
Taxation (Australian or New Zealand) Services (VETASSESS). The original VETASSESS verification report should be sent
Information Technology directly to CA ANZ to continue your assessment. For more information about the
Ethics Chinese verification, please visit www.qualverify.com
For AT
Translation of documents
These competence areas are:
Documents in languages other than English must be accompanied by an English
Accounting Principles
translation completed by a certified translator. You must include a certified copy
Accounting Practice of the original language documents as well as an official translation with your
New Zealand Commercial Law application.
Economics
Applicants residing in Australia must enclose an English translation completed
Organisational Management by a translator who is accredited by the National Accreditation Authority for
Business Communication Translators & Interpreters (NAATI). Please refer to the Yellow Pages or NAATI
Information Technology website, www.naati.com.au for a list of available translators in your state
Intermediate level Financial Accounting territory.
Intermediate level Management Accounting Applicants residing in NewZealand may also use one of the translation services
Two intermediate level courses from: listed on the website of the NewZealand Department of Internal Affairs (DIA).
Auditing Applicants residing outside Australia or NewZealand must enclose an English
New Zealand Taxation translation completed by a translator who is certified by the appropriate
Business Finance authorities of your country of residence. The translation must include the full
name of the translator, his/her contact details, the name of the company/dept
One additional course to make up the two years of study. the translator works for (if applicable) and certification number (and/or stamp) of
Information on current processing times, the Chartered Accountants the translator (if available).
Program and membership is available on CA ANZs website at
charteredaccountantsanz.com
Continued overleaf
Standard Assessment 7
Documentary requirements
Tertiary (university) qualifications