CFP® Express SSA® Accreditation Pathway


To be eligible for recognition as an SMSF Specialist Advisor (SSA®) with the SMSF Association you are required to successfully complete a 2-hour online examination with a pass mark of 60% or higher. There are nine learning modules to assist with your preparation for the online exam. The modules offer deep technical content and focus on examining the array of regulations and legislation that underpin the operation of an SMSF. 

The modules cover the following topics:

  • SMSF regulatory framework
  • Regulating SMSFs
  • Contribution standards
  • Investing in an SMSF
  • Taxing an SMSF
  • Members interests and preservation standards
  • Payment standards and paying a benefit
  • Taxing superannuation payments
  • SMSF controls – planning for life events


On successful completion of this program:

  • Research and explain the legal regulations that apply to SMSFs.

  • Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.

  • Develop, critically evaluate and justify SMSF strategies to deal with the regulatory and tax requirements in a complex SMSF scenario.


Up to 47 CPD hours available on successful completion of the program. 

Please note, actual CPD hour allocation varies and is dependant on the number of optional end of module assessments successfully completed.