Promotion Terms and Conditions

20% Off SMSF Specialist Program Offer
  • The promoter is the SMSF Association.
  • The promotion commences Monday 16 June 2025 and closes on Monday 30 June 2025.
  • You must be a current financial SMSF Association Associate Member to be eligible for this offer.
  • The offer applies to enrolment in the SMSF Specialist Advisor™ or SMSF Specialist Auditor™ Program only.
  • The discounted price will be automatically applied at checkout during the promotional period.
  • The promoter reserves the right to change, withdraw or amend the offer during this period.
  • You must meet the program eligibility criteria available here to enrol in either Specialist program.
  • The promoter’s decision on all matters relating to this offer is final, and no correspondence will be entered into.
  • The SMSF Association privacy policy is available here.
20% Off Associate Membership Offer
  • The promoter is the SMSF Association.
  • The promotion commences Monday 16 June 2025 and closes on Monday 30 June 2025.
    The 20% Off Associate Membership offer is available to new members of the SMSF Association only.
  • The discounted price will be automatically applied at checkout during the promotional period.
  • The 20% discount will be applied to the pro rata rate at the time of sign up.
  • The 20% discount will be applied for payment of the current membership year only.
  • The promoter reserves the right to change, withdraw or amend the offer during this period.
  • The promoter’s decision on all matters relating to this offer is final, and no correspondence will be entered into.
  • The SMSF Association privacy policy is available here.

Associate Membership is available to SMSF practitioners providing professional advice, products and/or services to the retail and/or wholesale SMSF sector, who meet at least one of the following minimum eligibility requirements:

  • A relevant tertiary qualification at a minimum Diploma level; OR
  • An existing registration as a tax agent or tax (financial) adviser with the Tax Practitioners Board; OR
  • Voting rights with an existing recognised tax agent association or recognised tax (financial) adviser association.