Date posted: 17/05/2021

Self-Managed Super Funds Specialisation Recognition

Have you successfully completed the course? Follow these steps to apply for recognition as a CA SMSF Specialist

In Brief

  • Collect 2 referees and education documents
  • Submit the Application for Recognition form
  • Pay the application fee and specialist membership fee

Apply for recognition

Complete the Application for Recognition as an SMSF Specialist Form, attaching references and application documentation and return to: [email protected].

Emerging Pathway: Education documents

Finalise your application by attaching the following:

  • a certified copy of your qualification/transcript
  • the academic transcript related to the qualification must detail the mandatory subjects you undertook.

Experienced Pathway: Education documents

Provide a copy of the certificate as evidence of your successful completion of the online course via the assessment process.

References

(Applicable to both pathways)

You will need to provide two professional references from individuals who can positively attest to your skills and knowledge in SMSF with your application.

Consider the following when choosing your referees:

  • One referee must be a Chartered Accountants with at least three years' membership who has known you for 12 months or more.
  • The two referees should not be from the same organisation.
  • The referees must not be related to you.

Apply for recognition

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

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Specialist accreditation

Following a review of your application you will be informed by email if your application has been approved.

Approved applicants will receive:

  • a welcome pack containing your approval letter, welcome brochure and your certificate.
  • the CA SMSF Specialisation signature banner for your promotional use.
  • an invoice for the Application fee, a once-off payment of A$232
  • your invoice confirming payment. Annual specialist membership fees, A$280 incl. GST pro-rated for the first year

Applicants who have been declined will not be charged any fees.

Register your interest

Find out about leading the way as a CA SMSF Specialist

Register your interest

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