Become a member - SMSF Association

The moment you become a member of the SMSF Association, you’ll receive a variety of benefits & entitlements

Learn more about SMSF Association membership here. To compare membership options, please click here.

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1Your details

2Terms and conditions

Please select your membership type*
- Affiliate Membership
- Associate Membership
Name*

Title

First Name *

Last Name *

Post Nominals
Birth Year*
Birth Year*
What gender do you identify with?*
What gender do you identify with?*
Email*
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*
Mobile phone format should be +614xxxxxxxx.
Business Phone
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*
Occupation*
Job Title
Job Title
Company Name
Company Name
Licensee
Licensee

Declaration of eligibility for membership*
I declare I meet the eligibility criteria for my selected membership type
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.