SMSF Association Membership

Membership with the SMSF Association

The SMSF Association is Australia’s leading and most up-to-date resource for the SMSF sector, and the peak professional body for practitioners. There are several distinct SMSF Association Professional Membership options for those working in the SMSF space to enhance and maintain their skills to remain at the forefront of the industry. Compare the membership categories for more information on which category is best suited to you.

One of the Association’s main objectives is to support professionals working in the SMSF industry.  Whether you’re a financial planner, accountant, tax agent, auditor, lawyer, administrator or an actuary, membership of the SMSF Association will enable you to:

Have your SMSF expertise independently endorsed.

The first and most respected SMSF specialisation in Australia, SMSF Association Specialist Accreditation recognises you as either an SMSF Specialist Advisor™ (SSA™) and/or SMSF Specialist Auditor™ (SSAud®).  These designations also give you exclusive access to SMSF Association Specialist branding and white label marketing material to distribute to your clients, and ensures your profile is listed on our “Find a Specialist” online search function for SMSF trustees. Our SMSF Practitioner™ (SSP™) accreditation program provides independent validation of an SMSF professional’s foundation SMSF knowledge and practical skills. Stand out from the crowd and have your SMSF expertise independently endorsed.

Improve your SMSF compliance and competence.

Enhance and maintain your SMSF skills with our Continuing Professional Development (CPD) courses, presentations, workshops, webinars and conferences, which can be tailored to your own preferred learning style and professional development needs. Discover the technical and strategic issues affecting our industry, or take a tutorial on preparing for Specialist accreditation. Our events offer valuable business strategies based on legislative changes, technical updates and research analysis.

Stay up-to-date so your advice will be too.  

Stay in touch with all the self-managed super fund news via the SMSF Association E-communications suite, which includes Daily News, News Alerts, Technically Speaking, and Member News. Our exclusive members-only LinkedIn discussion group is an online forum for your questions, views and insights on topical SMSF issues. Updates can be accessed through LinkedIn, Facebook and Twitter platforms, your personal dashboard and the Resource Library.

You’ll enjoy all the benefits of being part of a trusted, professional community.

Through the SMSF Association, you’ll build a network of like-minded SMSF professionals, while gaining valuable insights into the sector through the Association’s range of educational events at preferential member rates. These include the annual SMSF Association National Conference, recognised as the highlight on the SMSF professionals’ calendar, and the State Technical Conference series held in the 5 major capital cities annually. You’ll also receive special preferential member rates on a range of publications and services offered by third party providers, including 30% off an SMSF Association endorsed professional indemnity policy.

Help shape the future of the SMSF sector.

SMSF Association Specialist members provide valuable input into submissions to Government and Regulators on issues affecting our industry. The SMSF Association works tirelessly to build strong relationships with government bodies and relevant professional associations to deliver better outcomes for our members, trustees and the SMSF sector as a whole.

Our members have made a commitment to professionalism in the SMSF industry, while our accredited members are the SMSF practitioners of choice for trustees.

When you become a member, you aren’t just aligning yourself with integrity of the SMSF Association, you’re acquiring the tools needed to build your business, connecting with like-minded professionals, and arming yourself with information about the issues affecting your sector.