Associate Membership

Associate Membership


Associate Members have the ability to gain recognition of their SMSF expertise through the SMSF Association Specialist Accreditation programs and have access to the SMSF Association’s full range of e-communications, online resources and tools to help grow their business. In addition, there are preferential SMSF Association member rates to professional development events, complimentary subscriptions to a range of professional magazines and SMSF Association endorsed professional indemnity insurance. You will have the opportunity to help shape the future of the SMSF sector in Australia and enjoy all the benefits that come with being part of a trust, professional community.

Association membership is a gateway to further enhancing your career journey in the SMSF sector. Once you are an Associate member, you have the ability to successfully complete the SMSF Association Specialist Accreditation Program and become a Specialist Member. Once you achieve Specialist membership you will be entitled to even more fantastic member benefits & entitlements.

Associate Members have voting rights allowing them to vote at general meetings of the Association.


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.