Membership Categories

Membership categories that suit your professional needs.

We understand at different stages of your career you’re going to need a different level of support. The SMSF Association offers four levels of membership categories designed to cater to you at every stage of your career;

Affiliate Membership

Affiliate Membership is open to anyone with a professional interest in self-managed superannuation, such as corporate managers, compliance staff, back-office support staff and paraplanners amongst others;

OR

SMSF practitioners that do not meet the eligibility criteria for Associate Membership.

Associate Membership

Associate Membership is available to SMSF practitioners providing professional advice, products and/or services in 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.

Specialist Membership

SMSF Association Associate Members who have met the relevant eligibility criteria and have successfully completed the SMSF Association Specialist Accreditation Program.

Retired Membership

Retired membership is open to SMSF Association Specialist and Associate Members who have reached the age of 55 and are no longer employed in the financial services, SMSF sector or similar field.