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

For those with a professional interest in the SMSF sector, such as corporate managers, compliance staff, back-office support staff and paraplanners amongst others.

Associate Membership

Available to anyone providing professional advice, products and/or services in the retail and/or wholesale SMSF sector. An appropriate tertiary qualification and/or recognised industry certification for your profession is preferred. If providing advice under a financial services licencing arrangement, you must meet the current legislative requirements.

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.