Date posted: 09/06/2021

CA SMSF Specialisation Experienced Pathway - Online course

Follow these steps to Experienced Pathway – For members who have extensive experience in SMSFs

In Brief

  • Review requirements for CA SMSF Specialisation through Experienced Pathway – online course and experience
  • Follow the steps for the SMSF Specialisation and register your interest
  • Pre-enrol with CA ANZ, receive your discount code and enrol in the course
  • Once you successfully complete the course follow the link to the Recognition webpage to apply for recognition as a CA SMSF Specialist

Become a CA SMSF Specialist

Download the pre-enrolment form below to secure your spot.

Download form

1. Review requirements

To receive recognition as a CA SMSF Specialist through Experienced Pathway, you must:

  • be a Chartered Accountant or an Affiliate with at least four years of practical SMSF experience within the last 10 years, where at least 40% of employment was related to SMSFs.
  • successfully complete the online course within the five years prior to your application. This involves online study including an assessment and an exam.  

2. Key dates

2022 Intake 2

CA ANZ pre-enrolment closes

Friday, 23 September 2022

AGSM UNSW enrolments close

Friday, 30 September 2022

Live online course commences

Wednesday, 12 October 2022

Live online course concludes

Wednesday, 30 November 2022

Assessment

Wednesday, 30 November 2022

3. Register your interest & complete the pre-enrolment

Register now to download the CA ANZ pre-enrolment form to check your eligibility for the program. Submit the completed form to [email protected]

Register your interest

Register your interest in becoming a Specialist and access the pre-enrolment form.

Register and download pre-enrolment form

4. Enrol

Once your pre-enrolment form is approved, CA ANZ will email you a code to receive the member discount and enrolment details for the online course. 

5. Upon completion

When you have successfully completed the course and practical experience requirements, you can apply to CA ANZ for formal recognition as a CA SMSF Specialist. 

  • Specialisation application fee (one off)      $232 incl. GST
  • Annual specialisation subscription fee       $280 incl. GST

Apply for Recognition

Have you successfully completed the course? Apply for recognition now. 

Learn more

Emerging Pathway – Post-graduate study

For members starting out in SMSF

Find out more

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Return to the main page for more information about CA SMSF Specialisation

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