SMSF Specialist Advisor (SSA™)

Become an SMSF Specialist Advisor (SSA™)

SMSF Specialist Advisor Pathway Program (SSA™)

The SMSF Association SMSF Specialist Advisor™ (SSA) exam is recognised industry-wide as a comprehensive and challenging test of an individual’s ability as an SMSF advisor.

This examination enables you to gain recognition for your skills and knowledge in the SMSF sector as well as knowledge of the SIS, Tax and Corporations Law. The questions cover industry standards, fund setup, contributions, investment rules, fund taxation, benefit payments and winding up funds.

Suitable for members seeking validation of their SMSF knowledge and guidance on their development needs prior to attempting the online examination component of the program. This option includes:

  • A diagnostic self-assessment test to identify areas that may require additional revision prior to attempting the online examination.
  • Access to nine (9) self-learning modules to assist with revision in relevant areas identified through completion of the diagnostic self-assessment test. You can therefore focus on the areas that require revision, or work through all nine of the modules to prepare for the online examination.