Membership Categories
SPAA currently offers three Membership categories:
- General Member
- Specialist Member
- Retired Member
All members have access to our wide range of Member Benefits,
with added benefits available to Specialist Members.
General Member
Any person wishing to become a General Member of SPAA must
currently be practicing in the SMSF industry. Individuals with an
appropriate tertiary qualification or recognised industry
certification for their profession are eligible to apply for
membership. If you provide advice under a financial services
licencing arrangement, you must have completed RG146.
General Membership provides full access to the standard member
benefits including, but not limited to, the Members' section of the
SPAA website, our suite of e-communications, chapter participation,
educational opportunities, and preferential rates for all SPAA
events.
Membership is available to individuals only.
Corporate or discounted company memberships are not available.
This category of Membership does not allow members voting or
branding rights.
SPAA encourages all General Members to make an application to
achieve the SMSF Specialist Advisor™and/or SMSF Specialist Auditor™
designation within the first 18 months of joining SPAA, however
those who wish to maintain their association through General
Membership are also welcome.
Download the
SPAA
Membership Brochure
Specialist Member
Only General Members of SPAA are eligible to apply for
Specialist Membership. General Members may apply for the following
Specialist Memberships:
Specialist Members will receive all the branding rights for the
SPAA SMSF Specialist Advisor™ and/or SPAA SMSF Specialist Auditor™
designation and unlimited website access, chapter participation and
educational opportunities, along with standard member benefits
including preferential rates for SPAA events
To apply for Specialist Membership, members are required to
successfully complete the SPAA Accreditation Program . This program
requires the candidate to successfully pass the Examination and
Professional History & Experience components. A formal review
is then undertaken by the SPAA Professional Standards Committee for
acceptance into this membership category.
Download the SMSF Specialist
Advisor Brochure
Download the SMSF Specialist
Auditor Brochure
Retired Member
SPAA SMSF Specialist Advisors and SPAA SMSF Specialist Auditors
are able to apply for conversion to Retired Member status once they
have reached retirement age and are no longer employed in the
financial services, SMSF sector, or similar, but wish to retain
some of the benefits of their SPAA Membership.
Retired Member status shall be valid for a period of two years
from the date of conversion to this status.
Download the
Retired Member Policy & Application