Standard Assessment

Important note: Australian student visa holders based in Australia cannot enrol in the CA Program, as
CA ANZ and the CA Program are not registered on the Australian Commonwealth Register of Institutions
and Courses for Overseas Students (CRICOS). If you are living in Australia and you are on an Australian
Student Visa, you may still apply for a Standard Assessment but you will not be able to enrol on the
CA Program until you hold a visa that entitles you to study the CA Program.

Citizenship, residency, and visa requirements:

https://www.charteredaccountantsanz.com/become-a-member/entry-requirements/chartered-accountant

Who should complete this form?

• Applicants who have commenced Australian or Please note: If you have completed an accredited
New Zealand study and are yet to be awarded a Australian or New Zealand qualification and believe you
qualification. eg. Degree or Diploma and would like have satisfied the competence areas you can apply for
a formal assessment. provisional membership. For a list of Accredited Tertiary
• Applicants who have completed a qualification outside
Courses, please refer to our website. If you do not satisfy
of Australia or New Zealand. the requirements we will email you advising of any
additional study requirements. Please refer to our website
• Applicants who wish to have their overseas degree
for information on how to apply for provisional membership.
confirmed prior to applying for a full assessment.

Documentary requirements
Tertiary (university) qualifications

Academic award Degree/diploma certificate stating the title of the award, name of the awarding institution,
the year the degree was conferred and the grade achieved.

Statement of Statement of academic record (transcript) showing all subjects studied and grades received.
academic record Result slips or web results are not acceptable in lieu of the official academic record. A legend
explaining the grading system must be included.

If the university has granted you exemptions/advanced standing in any subjects, you will also
need to enclose the documents on which the exemptions were based (eg. TAFE/Polytechnic
diploma and academic record or official result slips supporting cross-institutional study at
another university).

University/college handbook A handbook, or certified copies of the relevant sections of the handbook, or course outlines,
or course outlines which show details of the subject content (syllabus) of all completed units and, which
(non-accredited and correspond with your academic record. If you provide a certified copy of the relevant sections
overseas qualifications only) of the handbook, the name of the university/college and the date of the handbook must appear
on every page. The course information must apply to the time you completed your studies.

If this information is publicly available on the Internet, you may print course outlines from the
web and provide us with a URL to verify. If the years and subject names on your statement of
academic record do not correspond, documentation from the university must be supplied to
state that the information applies to the years in which you completed your study.

Continued overleaf

Standard Assessment 1
Chartered Accountants Australia and New Zealand

Certification of documents Minimum English language requirements

All documents submitted must be officially certified as true for admission
copies of the original document and must all accompany Successful completion of the CA Program requires a
this form. For information on “who can certify” your well-developed proficiency in the English language,
documentation please refer to our website on certification specifically reading and writing ability.
requirements.
Candidates admitted on the basis of a degree that is
Please do not have your tertiary institution(s) send your comparable to at least an AU or NZ Bachelor’s degree
documents directly to us unless otherwise specifically (AQF level 7 or higher) that has not been delivered in
requested. English are required to demonstrate that:
Please note: Chartered Accountants Australia and • they meet the required English language competency
New Zealand (CA ANZ) reserves the right to request original through attainment of a minimum academic IELTS overall
documentation, if required or deemed necessary. score of 6.5 with no test score less than 6.0 in each of the
four components (listening, reading, writing, and speaking)
Peoples Republic of China: Chinese degree awards and
or accepted equivalent* undertaken no more than two (2)
academic transcripts must be verified through the Vocational
years before the date of application.
Educational Training and Assessment Services (VETASSESS),
New Zealand Qualifications Authority (NZQA), Aohua or or
CHESICC. The original VETASSESS verification report should • they have passed the CA ANZ’s Full (Permanent) migration
be sent directly to CA ANZ to continue your assessment. skills assessment which requires attainment of a minimum
academic IELTS overall score of 7 with no test score less
For more information about the Chinese verification, please
than 7.0 in each of the four components undertaken no
visit www.vetassess.com.au
more than three (3) years before the date of application.

Translation of documents or

Documents in languages other than English must be • they have successfully completed**:

accompanied by an English translation completed by a (a) a minimum one (1) year full-time (or equivalent) of
certified translator. You must include a certified copy of the approved study in English; or
original language documents as well as an official translation
(b) three (3) years (or equivalent) of paid and/or voluntary
with your application.
employment in an English-speaking country within
Applicants residing in Australia must enclose an English the past 5 years.
translation completed by a translator who is accredited by
the National Accreditation Authority for Translators and You will need to provide evidence of the above before
Interpreters (NAATI). Please refer to the Yellow Pages or enrolment into the CA Program.
NAATI website, www.naati.com.au for a list of available
translators in your state territory. * English language proficiency tests accepted as
Applicants residing in New Zealand may also use one of the equivalent are as follows:
translation services listed on the website of the New Zealand • Test of English as a Foreign Language: internet based
Department of Internal Affairs (DIA). (TOEFL iBT).
Applicants residing outside Australia or New Zealand must • Pearson Test of English (PTE) Academic.
enclose an English translation completed by a translator • Cambridge English C1 Advanced (formerly CAE) and
who is certified by the appropriate authorities of your Cambridge English C2 Proficiency (formerly CPE).
country of residence. The translation must include the full
** Details of acceptable study and employment are
name of the translator, his/her contact details, the name of
provided in Appendix B of the CA Program Candidate
the company/dept the translator works for (if applicable)
Admission Policy and Procedure
and certification number (and/or stamp) of the translator
(if available).

Once you have had your documents translated by an official

agent, you will need this to be officially certified. Refer to
certification of documents above.

Standard Assessment 2
 Membership number if known

Standard Assessment
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 sections (1–11) and return the application to Chartered Accountants Australia and
New Zealand (CA ANZ) (see page 10 for contact details).

It is essential you read the Explanatory notes on page 11 prior to completing this form.

Section 1 – Membership type

­  Chartered Accountant (CA)    ­  Accounting Technician (AT)

Section 2 – Personal details

Title ­  Mr   ­  Mrs   ­  Miss   ­  Ms   ­  Other (please specify)

Given name/s (in full) Surname

Preferred name  Date of birth    

/   
/
(DD/MM/YYYY)

Section 3 – Contact details

Residential contact details

Street address Suburb/City

State   Postcode Country

Email (preferred)

Email (alternative)

Phone (home) Phone (business)

Mobile

Mailing contact details (if different to above)

Company name
(if applicable)


Position title

Postal address Suburb/City

State   Postcode Country

Section 4 overleaf

Standard Assessment 3
Chartered Accountants Australia and New Zealand

Section 4 – Current employment details

Company name

Company street address Suburb/City

State   Postcode Country

Position title

/   
Commencement date     /
(DD/MM/YYYY)

Section 5 – Required competence areas

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 competence area/s:

Equivalent subject/s completed

(Please include the subject name and paper code eg. for the Economics competence area –
CA technical competence areas ECON100 Microeconomics and ECON200 Macroeconomics)

Accounting Systems & Processes

Financial Accounting & Reporting

Audit & Assurance

AU or NZ Business Law

Economics

Finance and Financial Management

Management Accounting

Quantitative Methods

AU or NZ Taxation
Information and
Communications Technology
Business Acumen

CA professional competence areas Equivalent subject/s completed

Intellectual Skills
Interpersonal and
Communication Skills
Personal Skills
Ethical Principles, Professional
Values, and Integrity

Section 5 continued overleaf

Standard Assessment 4
Chartered Accountants Australia and New Zealand

AT competence areas Equivalent subject/s completed

Accounting Systems & Processes

Financial Accounting & Reporting

Management Accounting

NZ Business Law

Economics

Finance and Financial Management

NZ Taxation

Ethics

Section 6 – Current course of study

Please list the details of the academic qualification you intend to complete in the next 12 months. You must provide certified
copies of your academic transcript and syllabus information for each subject that you have already taken or intend to study as
part of the completed academic award.

Country of qualification to be awarded State (if applicable)

Name of institution (eg. university/college)

Name of degree to be completed within the next 12 months

Date commenced    

/   
/ Expected degree completion date    
/   
/
(DD/MM/YYYY) (DD/MM/YYYY)

­  I confirm that it is my intention to complete the qualification, outlined in Section 6 of this form, within the next 12 months and
understand that if I do not complete my study within 12 months of the date of this application a reassessment will be required.

Section 7 – Completed academic qualifications

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 it to this application.)

Qualification 1
Country of qualification was awarded State (if applicable)

Name of institution (eg. university/college)

Name of degree/diploma
(eg. Bachelor of Commerce)

Date commenced    

/   
/ Date completed    
/   
/
(DD/MM/YYYY) (DD/MM/YYYY)

Qualification 2
Country of qualification was awarded State (if applicable)

Name of institution (eg. university/college)

Name of degree/diploma
(eg. Bachelor of Commerce)

Date commenced    

/   
/ Date completed    
/   
/
(DD/MM/YYYY) (DD/MM/YYYY)

Section 7 continued overleaf

Standard Assessment 5
Chartered Accountants Australia and New Zealand

Qualification 3
Country of qualification was awarded State (if applicable)

Name of institution (eg. university/college)

Name of degree/diploma

(eg. Bachelor of Commerce)

Date commenced    

/   
/    Date completed    
/   
/
(DD/MM/YYYY) (DD/MM/YYYY)

Section 8 – Further study

Please indicate how you intend to address any knowledge gaps identified as part of this assessment by checking the
appropriate box below.

­  Chartered Accountants Foundations (only available if you intend to become a CA)

­  Accredited study at a tertiary institution, please specify preferred institution below (if known)

Section 9 overleaf

Standard Assessment 6
Chartered Accountants Australia and New Zealand

Section 9 – Privacy statement and Declaration

Privacy statement
Important: Your consent to disclosure By providing personal information to us in this form you consent to CA ANZ:
(a) Disclosing to third parties your (current or former) status communication preferences by contacting us at privacy@
as a member or candidate of CA ANZ; charteredaccountantsanz.com or on 1300 137 322 in
(b) Disclosing to regulators, law enforcement bodies, Australia or 0800 469 422 in New Zealand. We may also
professional associations and government or statutory have collected information about you from a third party, for
bodies the details of any final adverse determinations instance from other professional bodies with which we have
(including sanctions) in relation to your professional reciprocal arrangements. Your information will also be used
and/or ethical conduct that are made by CA ANZ’s and disclosed as set out in CA ANZ’s Privacy Policy, available
Professional Conduct bodies; and at www.charteredaccountantsanz.com/privacy-policy.
It is likely that your personal information will be disclosed
(c) Collecting from third parties information relating to your
to overseas recipients (as provided in our Privacy Policy,
membership of a trade or professional association or
including the location of those entities). The Privacy Policy
union, your criminal record (if any), your health, religious
sets out how CA ANZ handles your personal information
beliefs or affiliation, racial or ethnic origin and any other
including how you can seek to access and correct your
sensitive information to the extent that it is reasonably
information or raise a privacy concern with us and how
necessary for one or more of the functions or activities
it will be dealt with as well as details about the disclosure
of CA ANZ.
of your information to entities overseas.
We collect, use and disclose your personal information in
This Privacy Statement also applies to and is adopted by
connection with your application, the management and
the New Zealand Institute of Chartered Accountants (NZICA).
administration of members and/or programs, the provision
NZICA may collect, store, use and disclose your personal
of products and services and/or to communicate with you.
information in the performance of its regulatory functions
If you do not provide your personal information, we may be under the New Zealand Institute of Chartered Accountants
unable to process your application. We may disclose your Act 1996 (NZ) in accordance with this Privacy Statement.
information to agents, contractors and service providers
CA ANZ is formed in Australia. Our members are not liable
such as where we outsource functions and to other third
for our debts and liabilities.
parties such as local and international professional bodies,
ASIC and other regulators and government bodies. By ­ I have read, understood and agree to and consent to
completing this form, unless you opt-out, you consent to us the CA ANZ Privacy Policy and the Privacy Collection
also using and disclosing your information for promotional Statement above.
and marketing purposes. You can opt-out or change your

Additional Provisions for EU data subjects

The following additional provisions apply to you if the complaints about member conduct, are appropriately
(EU) 2016/679 General Data Protection Regulation investigated; (iii) to evaluate, develop or improve our
(GDPR) applies to you. GDPR will apply to you if you are products and services; or (iv) to keep our members informed
or become a resident of the member states of the EU, of relevant products and services, unless you indicate
Norway, Iceland and Liechtenstein (EU data subjects). that you do not wish us to do so. We generally rely on your
specific consent to process special categories of personal
Lawful grounds: Under the GDPR, we are permitted to
data (i.e., ‘sensitive information’). However, in some cases
process your information for the purposes described
(for example, relating to an alleged offence), we may
above, by relying on one or more of the following lawful
need to use some of that information to comply with our
grounds: (a) you have explicitly agreed that we may process
legal obligations.
your information for a specific reason; (b) the processing
is necessary to perform the agreement we have with Withdrawing your consent: Where you have consented
you or to take steps to enter into an agreement with you; to our processing of your information (including special
(c) the processing is necessary for us to comply with our categories of personal data), you may withdraw your
legal obligation; or (d) the processing is necessary for consent at any time. To do so, contact us using the
our legitimate interests, which include: (i) to protect our details set out in our Privacy Policy. In some cases we
business interests; (ii) to ensure that complaints, including may lawfully continue to process your information even

Section 9 continued overleaf

Standard Assessment 7
Chartered Accountants Australia and New Zealand

after you withdraw your consent, by relying on the legal We would like to send you relevant marketing materials
bases described above. Other important information about our products, services, activities and events.
such as transferring your personal data outside the Please tick this box if you are happy for us to send such
European Economic Area information, your specific direct marketing materials by post and electronic means.
GDPR rights over your personal data and how and when You can opt-out at any time by following the directions
we retain and destroy your personal data is explained set out in the Privacy Statement and Privacy Policy.
in our Privacy Policy.

Declaration
­  I declare that the information I have given in this application is complete, correct and up-to-date.
­  By signing this form below, I declare that the information provided in this form is complete, true and correct.
This form can be signed by manual signature or electronic signature (whether digital or encrypted). If this form
is signed by electronic signature, it will have the same force and effect as a manual signature.

Chartered Accountants Australia and New Zealand consents to you executing this form by checking the boxes above.

Please sign and date

Full name

Signature Date    

/   
/
(DD/MM/YYYY)

Section 10 overleaf

Standard Assessment 8
Chartered Accountants Australia and New Zealand

Section 10 – Assessment fees payable (Please select one only)

The cost of this assessment is based on your academic qualifications. Failure to provide the required level of
payment will delay the assessment process. If you only require confirmation that your overseas degree is acceptable
eg. no assessment of individual subjects, no fee is required.

Once we have processed your application, we will send you an invoice for the amount that you have selected here.

Fees payable:
If residing in New Zealand: If residing in Australia/overseas:

I have commenced/completed study of NZ$ 210.00 I have commenced/completed study AU$175.00

an accredited degree in New Zealand (GST inclusive) of an Australian or/and New Zealand
and/or Australia, reside in New Zealand qualification, reside in Australia
and require a formal assessment for CA. or Overseas and require a formal
Please refer to our accredited tertiary list assessment for CA. Please refer to our
for a list of our accredited degrees accredited tertiary list for a list of our
accredited degrees
I hold an overseas academic qualification NZ$422.60
and reside in New Zealand and require a (GST inclusive) I hold an overseas academic qualification AU$350.00
formal assessment for CA and reside in Australia or overseas and
require a formal assessment for CA
I have commenced/completed study of a NZ$422.60
non-accredited degree in New Zealand (GST inclusive) I have commenced/completed study of AU$350.00
and/or Australia. Please refer to our a non-accredited degree in Australia
accredited tertiary list for a list of our and/or New Zealand. Please refer to our
accredited degrees accredited tertiary list for a list of our
accredited degrees
I have studied outside of New Zealand, NZ$324.50
reside in New Zealand and require (GST inclusive)
a formal assessment for AT or have If requesting confirmation of your qualification/s:
completed a non-accredited qualification
in New Zealand and require a formal I seek no assessment of individual Nil
assessment for AT subjects. I hold an overseas degree and
seek confirmation that it is considered
I have commenced an accredited New Nil equivalent to an Australian or New
Zealand qualification, reside in New Zealand Bachelor’s degree
Zealand, and require a formal assessment
for AT

Section 11 overleaf

Standard Assessment 9
Chartered Accountants Australia and New Zealand

Section 11 – Checklist
All applicants are required to: Provide certified copies of your official course syllabus
material or handbook which is relevant to the year you
Complete all relevant sections
completed the subject (mandatory)
Provide a certified copy of each degree certificate
Provide an original Letter of Good Standing (dated
Provide a certified copy of each academic transcript within 3 months of this application) if you are a member
corresponding to each degree of another professional body. This should confirm that
Applicants who hold a qualification from a country you are a full and current member, and that you have not
other than Australia or New Zealand are required to: been subject to any disciplinary action (applicable if you
are a member of an overseas body)
Provide certified copies of translated academic
documents if the original material is not in English Provide any other information to assist in the evaluation
(mandatory) of your overseas study

Section 12 – Submitting your application form

How to submit your application Any questions
Please return your completed application form For further enquiries or additional information please
(with accompanying attachments) to: contact the Member Support Team on:
Email assessment@charteredaccountantsanz.com Email service@charteredaccountantsanz.com
Phone Australia
1300 137 322 or +61 2 9290 5660 (outside of Australia)
7am-7pm (AEST), Monday-Friday (excl. Public Holidays)

New Zealand
0800 4 69422 or +64 4 474 7840 (outside of NZ)
9am-9pm (NZ time), Monday-Friday (excl. Public Holidays)

Website charteredaccountantsanz.com

Copyright © 2024 Chartered Accountants Australia and New Zealand. All rights reserved. ABN 50 084 642 571. This document contains general information only. Details in this document
were accurate at the time of printing but are subject to change without notice. No warranty is given as to the accuracy of the information in this document. This document is subject to our
full terms and conditions, available at www.charteredaccountantsanz.com. MKT-704_Feb24

Standard Assessment 10
Standard Assessment

Explanatory notes
Chartered Accountants Foundations • Overseas or other non-accredited qualification equivalent
to at least NZQF Level 5 assessed by CA ANZ as covering
Chartered Accountants Foundations is open to:
required AT competency areas
• applicants who have completed an accredited qualification
• AAT Level 4 Professional Diploma qualification and New
from an Australian or New Zealand university, or have
Zealand Taxation (completion of NZDipBus Taxation 606 or
a qualification assessed by CA ANZ as equivalent to the
equivalent) or AAT Level 4 Diploma in Accounting (CA ANZ)
educational Level 7 (or higher) of an Australian or New
AQ2013 including NZ Indirect Tax, NZ Personal Tax and NZ
Zealand Bachelor’s degree.
Business Tax.
• applicants who are in their final year of studying towards an
accredited qualification from an Australian or New Zealand For Chartered Accountants program
university, or a qualification that has been assessed by These competence areas are:
CA ANZ as equivalent to the educational level of an Australian
• Accounting Systems & Processes
or New Zealand Bachelor’s degree (Level 7) or higher.
• Financial Accounting & Reporting
Chartered Accountants Program • Audit & Assurance
To qualify to become a provisional CA Member and enrol in • Business Law (Australian or New Zealand)
the Chartered Accountants Program, applicants must: • Economics
• hold an accredited qualification from an Australian or • Finance and Financial Management
New Zealand university, or a qualification assessed by
• Management Accounting
CA ANZ as equivalent to the educational Level 7 (or higher)
• Quantitative Methods
of an Australian or New Zealand Bachelor’s degree; and
• Taxation (Australian or New Zealand)
• have obtained passes in approved subjects covering the
• Information and Communications Technology
required competence areas related to each module prior
to commencing study of that module. These subjects • Business Acumen
may be completed as part of an accredited degree, the • Intellectual Skills
CA Foundations pathway or separately by way of approved • Interpersonal and Communication Skills
subjects offered by tertiary education providers through a
• Personal Skills
course or as single subjects.
• Ethical Principles, Professional Values, and Integrity
Accounting Technician
For Accounting Technician Program
To be admitted as an AT member of Chartered Accountants
ANZ (CA ANZ), applicants will need to hold one of the following These competence areas are:
academic qualifications: • Accounting Systems & Processes

• NZ Diploma of Business (Level 5) Accounting Strand • Financial Accounting & Reporting

(1 year full-time study NZQA2459) • Management Accounting

• NZ Diploma of Business (Level 6) Accounting Strand • NZ Business Law

(1 year full-time study NZQA2460) • Economics
• NZ National Diploma in Business Level 6 (2 years full time • Finance and Financial Management
study NZQA1499) with specified topic coverage • NZ Taxation
• Completed at least the first year of study of a CA ANZ • Ethics
accredited degree and passed subjects in required AT
competency areas (refer to AT Approved Academic Information on the Chartered Accountants Program and
Course List 2019) membership is available on CA ANZ’s website

Copyright © 2024 Chartered Accountants Australia and New Zealand. All rights reserved. ABN 50 084 642 571. This document contains general information only. Details in this document
were accurate at the time of printing but are subject to change without notice. No warranty is given as to the accuracy of the information in this document. This document is subject to our
full terms and conditions, available at www.charteredaccountantsanz.com. CAMSMT-7961_Nov23

Standard Assessment 11