Promotion Terms and Conditions

SMSF Specialist accreditation programs 20% off offer
  • The promoter is the SMSF Association.
  • The promotion commences Monday 17 June 2024 and closes on Friday 30 June 2024.
  • You must be a current financial SMSF Association Associate Member to be eligible for this offer.
  • The offer applies to enrolment in the SMSF Specialist Advisor™ and SMSF Specialist Auditor™ Programs only.
  • The discount code SAVE20 must be entered at checkout to redeem this offer for either Specialist accreditation program.
  • The promoter reserves the right to change, withdraw or amend the offer during this period.
  • The promoter’s decision on all matters relating to this offer is final, and no correspondence will be entered into.
  • The SMSF Association privacy policy is available here.
Entry Requirements for the SMSF Specialist Auditor™ or SMSF Specialist Advisor™ programs, you must:
  • Be an SMSF Association Associate member.
  • Be of good fame, integrity, and character.

To be able to hold the SMSF Specialist Auditor™ designation:

  • Maintain adequate professional indemnity insurance for the SMSF professional auditor.
  • Practical SMSF Audit Experience:
    • Have completed 300 hours of practical SMSF audit in the past 3 years, of which at least 150 hours is in a senior or supervisory role;
  • Agree to conduct SMSF audits following the SMSF Association Standards of Professional Conduct for SMSF Specialist Auditors.
  • Agree to conduct SMSF audits following Guidance Statement GS 009 Financial & Compliance Audits of Self Managed Superannuation Funds issued by the Auditing and Assurance Standards Board.
  • Agree to satisfy the SMSF Association’s Continuing Professional Development and Quality Review Program requirements.
15% Off Associate Membership Offer
  • The promoter is the SMSF Association
  • The promotion commences Monday 17 June 2024 and closes on 30 June 2024.
  • The 15% off Associate Membership offer is available to new members of the SMSF Association only.
  • The 15% off Associate Membership offer is not available to those Associate members who have not yet renewed for the 2024 Membership year.
  • The discount code EOFYMEM15 must be entered at checkout to redeem this offer.
  • The 15% discount will be applied to the pro rata rate at the time of sign up.
  • The 15% discount will be applied for payment of the current membership year only.
  • The promoter reserves the right to change, withdraw or amend the offer during this period.
  • The promoter’s decision on all matters relating to this offer is final, and no correspondence will be entered into. 
  • The SMSF Association Privacy Policy is available here.

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