Apply for recognition

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

Experienced Pathway: Education documents

Provide a copy of the certificate as evidence of your successful completion of the UNSW / AGSM course via the assessment process. References

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.

Specialist Certification

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

Approved applicants will receive:

• A welcome email from the Assessment Team containing your approval letter
• A hard copy certificate of recognition
• A welcome email from the Specialisation team with the relevant Specialist signature banner (for your promotional use), links to resources and marketing guide
• Annual specialisation subscription fees:
  • Current FY26 sub fees are $339 AUD, $383 NZD and $308.18 Overseas. (For Pro-rata rates for FY26, please refer to Application for Recognition form).
  • FY27 sub fees will increase to $350.50 AUD, $395 NZD and $318.64 Overseas. (For Pro-rata rates for FY27, this will be advised when you apply to become a specialist - Application for Recognition form will be updated in September 2026).
• 4 hours of complimentary CPD each financial year (valued at AU$320 incl GST)
• 2 hours of complimentary Ethics CPD to help you meet your mandatory compliance obligations each financial year (valued at AU$195 incl GST)

Complimentary Specialists Networking events each financial year to provide you with opportunities to connect and network with other specialists.

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 and 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.