Date posted: 17/05/2021

CA SMSF Specialisation - What you need to know

Achieve recognition as a trusted leader in the growing SMSF industry

In brief

  • Realise the benefits
  • Specialist Accreditation fees
  • Intake dates for 2021
  • Ongoing obligations

Realise the benefits

  • Build your brand -Adding CA SMSF Specialist under your name on correspondence and marketing collateral sets you apart from the rest. You also have the exclusive right to include the CA ANZ branded specialist banner in your communications. 
  • Open doors - As a CA SMSF specialist, you can capitalise on opportunities of referrals from other practitioners, strategic partners, associated professionals and clients.
  • Expand your network - Networking events with your peers can provide insights into your field and forge valuable business relationships.
  • Strengthen your reputation -Your recognition as a CA SMSF Specialist acknowledges your skills, knowledge and experience to clients.
  • Expand your reach Be included in the “Find a CA” searchable directory of CA SMSF Specialists located on the CA ANZ website. This promotes you to the broader community as an expert in this field.
  • Stay ahead of the curve - You will have access to complimentary professional development exclusive to CA SMSF Specialists, plus receive a discount on the SMSF Conference fee.

Specialist Accreditation Fees

* Application fee (once-off) - $231.82 (AUD) 

* Annual specialist subscription fee - $273.00 (AUD) (including GST) - prorated for the first year.

Pathway 2: 2021 Intake Dates

If you are eligible for Pathway 2, enrol with Kaplan through CA ANZ to obtain preferred member pricing. The dates for the 2021 Kaplan intakes are below:

Intake 1

Enrolments period Monday 8 February 2021 – Wednesday 24 March 2021
Online study commencement Monday 8 March 2021 – Friday 28 May 2021
Assignment Monday 12 April 2021
Exam Monday 24 May 2021

Intake 2

Enrolments period Monday 2 August 2021 – Wednesday 15 September 2021
Online study commencement Monday 30 August 2021 – Friday 19 November 2021
Assignment Monday 4 October 2021
Exam Monday 15 November 2021

Ongoing obligations

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

SMSF Specialisation Pathway 1

Pathway - Post-graduate studies

Find out more

SMSF Specialisation Pathway 2

Find out more

Register your interest

Find out about leading the way as a CA SMSF Specialist.

Register your interest