Mates Rates

At the SMSF Association, we’re all about our members!

That’s why we’ve made it easier for you to get your friends, team or network involved, with our Mates Rates referrals – so you can share everything you love about the Association with them!

Join today to get the support you need for your career, when you need it. Become an Associate Member!

Mates Rates program excludes Affiliate Members. Full offer terms and conditions below.

At the SMSF Association, we’re all about our members!

That’s why we’ve made it easier for you to get your friends, team or network involved, with our Mates Rates referrals – so you can share everything you love about the Association with them!

With our Mates Rates program, everyone saves!

Current members automatically SAVE $100 OFF their next Membership Renewal for EACH new member they successfully refer during the membership year.

New members also SAVE $100 when they join as an Associate Member from an existing member’s referral.

Join today to get the support you need for your career, when you need it. Become an Associate Member!

Mates Rates program excludes Affiliate and Retired Members. Full offer terms and conditions below.

Sign up to become an Associate Member today!

You will need to list your referrer details below to claim the Mates Rates Referral Offer.

Become a member - Referral Offer

1Your details

2Terms and conditions

Name*
Title First Name Last Name Post Nominals
Birth Year*
What gender do you identify with?*
Email*
Password*
Enter Password Confirm Password
Passwords must have:
- a minimum length of 8 characters
- at least 1 lowercase letter
- at least 1 uppercase letter
- at least 1 number
Mobile Phone*
Mobile phone format should be +614xxxxxxxx.
Business Phone
Postal Address*
Address Line 1 Address Line 2 City State Postcode
Street Address*
Street Address same as Postal Address

Address Line 1 Address Line 2 City State Postcode
Occupation*
Job Title
Company Name
Licensee
Referrer
Referrer First name*
Referrer Last name*
Referrer Company*

Declaration of eligibility for membership*
I declare I meet the eligibility criteria for Associate Membership
New member declaration*
I declare the following
I hereby apply to become a member of the SMSF Association and agree to disclose any further information required by the Association.

I declare that all information supplied in this application is true and correct.

I declare that in the past 10 years, I have not been:

1. Convicted of a criminal or serious civil offence, or been subject to any disciplinary action under the Corporations Act, the Superannuation Industry (Supervision) Act 1993, Income Tax Assessment Act or Financial Services Reform Act.

2. Subject to any disciplinary action or investigations by a professional association or regulatory body, nor have I had any restrictions or disqualifications imposed on my professional status by any professional association or regulatory body.

3. Declared bankrupt in my personal capacity, or operated as an officer of a corporate entity which has been declared insolvent, either in Australia or elsewhere.

Furthermore, I declare that no other matter exists that could impact on whether I am a fit and proper person of good fame, integrity, and character. If such a matter does apply, I have fully disclosed it to the SMSF Association. I understand that the Association has sole discretion to determine whether I am fit and proper to hold membership.

Once admitted to membership, I agree to pay all membership fees within 14 days of notification. I understand that my membership may cease if the fees are not paid by the due date.

I acknowledge that I am required to comply with the SMSF Association Constitution, Code of Professional Conduct and Disciplinary Procedures, Rules and Conditions relevant to my membership status, CPD Policy, requirements of the Quality Review Program, and Privacy Policy, all available at www.smsfassociation.com.

I acknowledge that I have appropriate Professional Indemnity Insurance relevant to the SMSF products and or services that I offer.

I agree not to use the Specialist designations, or in any way hold out to be a Specialist Member, until obtaining Specialist Member accreditation.

Mates Rates Referral Offer – Terms and Conditions

New Members

$100 Off Associate Membership will be applied at checkout, when the Mates Rates Referral Offer New Member Form is used to redeem this offer.

New Members must enter the details of the current SMSF Association Associate, Specialist or Fellow member who referred them to be eligible for this offer.

Current Affiliate and Retired members of the SMSF Association are not eligible referrers for this Mates Rates Referral Offer.

The $100 Off Associate Membership discount is valid for the first year of membership only.

You must be a new member of the SMSF Association to claim this offer.

You must meet the Associate Membership eligibility criteria to be eligible to redeem this offer.

This offer cannot be used in conjunction with any other offer.

Referral Members

Only current SMSF Association Associate, Specialist or Fellow members are eligible to refer new members for this Mates Rates Referral Offer. Affiliate members are excluded from this offer.

Current SMSF Association Associate, Specialist or Fellow members will automatically receive $100 off their next membership renewal fee for each new member who names them as the referrer on their new member form during the membership year.

The discount off the membership renewal fee is capped at 100% of the annual membership renewal fee.

The new member must commence as a fully financial member during the preceding membership year for the referral to be valid as a discount off the membership fee.

This referral discount cannot be exchanged for cash, will not be refunded, and is to be applied to your next renewal fee only.

The promoter reserves the right to remove this offer without notice.

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.

Become a member - Referral Offer

Referrer