Lead the way in providing trusted services to the superannuation industry by becoming a self-managed super funds (SMSF) specialist. 

SMSFs account for about 25% of total superannuation assets in Australia, and the sector is growing and evolving. Becoming a CA SMSF Specialist can ensure you stay ahead of the game in this dynamic industry. A CA Specialisation recognises your advanced expertise in administering, auditing and advising on SMSFs.   

Who can become a CA SMSF Specialist

• CA ANZ members and affiliate members who successfully complete the specialist education program and meet the practical experience and other requirements in Regulations CR6 and CR6A can apply for recognition as an SMSF Specialist. 
• All those who successfully complete the program will receive a certificate of acknowledgment. CA ANZ members and affiliate members can then formally apply to be recognised as a CA SMSF Specialist (full members) or a SMSF Specialist (affiliate members). 

How to become a CA SMSF Specialist

Dates for SMSF Specialisation Program – Experienced Pathway Course 

2026 Intake 1

Ongoing obligations

As a CA SMSF Specialist, at least 40% of your CPD requirement must be undertaken in superannuation, including at least 20 hours per triennium in SMSF.

Benefits of becoming a CA SMSF Specialist

• Becoming a CA SMSF Specialist, not only enhances your professional reputation but also positions yourself as an invaluable asset to clients. You will help them manage and optimise their SMSFs, ensure compliance and provide expert advisory services.  Embrace the challenge and unlock your potential as a trusted leader in the SMSF sector.
• Increased Demand: SMSF specialists are in high demand due to the increasing complexity of superannuation regulations and the rising number of SMSFs. This demand is projected to grow, offering ample job opportunities, higher earning potential and career stability. By becoming a SMSF Specialist, you position yourself at the forefront of this expanding field, ensuring a secure and prosperous career. 
• Enhanced Skills: Gain in-depth knowledge of the complex regulations and compliance requirements associated with SMSFs. This expertise sets you apart from other accountants, making you a valuable asset to clients seeking accurate and up-to-date advice on managing their superannuation investments.
• Competitive Edge: The SMSF industry is dynamic and constantly evolving. As a CA SMSF Specialist, you stay ahead of the latest legislative and administrative developments, ensuring your knowledge and skills remain current. This continuous learning keeps you at the forefront of the industry, enhancing your value to clients and employers. As a recognized CA SMSF Specialist, you can use the 'CA SMSF Specialist' descriptor in your emails and marketing collateral. Promotion on 'Find a CA' service:  You can opt-in on the My CA portal to have your Specialist status publicly found on this service.  
• Networking Opportunities: Join the CA SMSF Specialist community and connect with other specialists.  Share ideas, contacts, and experiences, leading to potential referrals from other practitioners, strategic partners, associated professionals and clients.
• Premium Perks: Enjoy access to complimentary specialist CPD and roadshow events, discounted CPD, and valuable tools and resources to assist you in meeting your specialist CPD obligations
• Complete the SMSF Specialisation course and earn 12 Certificate in Executive Management and Development (CEMD) points with UNSW AGSM. This mean that upon completion of the course, you will have earned the full CEMD.  The certificate provides formal recognition of professional development and offers credits for selected AGSM MBA qualifications and Graduate Certificates should you wish to pursue further study. For more information visit AGSM.

For more information about becoming a Specialist, please visit our webpage. 

Course Registration

Enrol in the Self-Managed Super Fund Specialisation Course, via the E-Store (Australian/Overseas member only).