Become a member - Kaplan - SMSF Association

Access your complimentary SMSF Association Membership

Enjoy up to 12 months of complimentary Associate Membership (valued at $640) as you complete your studies.

On claiming this offer, students will receive complimentary membership until 31 March of the following calendar year. The SMSF Association membership cycle runs 1 April – 31 March.

To be eligible, you must register for this offer within 90 days of enrolment in SMSF Regulations and Taxation with Kaplan Professional, and not be a current financial member of the SMSF Association.

On evidence of successful completion of the SMSF Regulations and Taxation (FPE020) course through Kaplan Professional, you will be upgraded to SMSF Specialist Advisor with the SMSF Association.

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1Your details

2Terms and conditions

Name*

Title First Name Last Name Post Nominals

Email*

Password*

Enter Password Confirm Password

Passwords must have:

a minimum length of 8 characters
at least 1 lowercase letter
at least 1 uppercase letter
at least 1 number

Mobile Phone*

Mobile phone format should be +614xxxxxxxx.

Business Phone

Postal Address*

Address Line 1 Address Line 2 City State Postcode

Street Address*

Street Address same as Postal Address

Address Line 1 Address Line 2 City State Postcode

Other Details

Job Title

Occupation*

Birth Year*

What gender do you identify with?*

Company Name

Dealer Group

Kaplan Professional Student ID*

Please enter a number from 10000000 to 99999999.

Study Period*

Select the study period in which you are enrolled in the SMSF Regulations and Taxation elective.

New member declaration*

I declare the following

I hereby apply to become a member of the SMSF Association and agree to disclose any further information required by the Association.

I declare that all information supplied in this application is true and correct.

I declare that in the past 10 years, I have not been:

1. Convicted of a criminal or serious civil offence, or been subject to any disciplinary action under the Corporations Act, the Superannuation Industry (Supervision) Act 1993, Income Tax Assessment Act or Financial Services Reform Act.

2. Subject to any disciplinary action or investigations by a professional association or regulatory body, nor have I had any restrictions or disqualifications imposed on my professional status by any professional association or regulatory body.

3. Declared bankrupt in my personal capacity, or operated as an officer of a corporate entity which has been declared insolvent, either in Australia or elsewhere.

Furthermore, I declare that no other matter exists that could impact on whether I am a fit and proper person of good fame, integrity, and character. If such a matter does apply, I have fully disclosed it to the SMSF Association. I understand that the Association has sole discretion to determine whether I am fit and proper to hold membership.

Once admitted to membership, I agree to pay all membership fees within 14 days of notification. I understand that my membership may cease if the fees are not paid by the due date.

I acknowledge that I am required to comply with the SMSF Association Constitution, Code of Professional Conduct and Disciplinary Procedures, Rules and Conditions relevant to my membership status, CPD Policy, requirements of the Quality Review Program, and Privacy Policy, all available at www.smsfassociation.com.

I acknowledge that I have appropriate Professional Indemnity Insurance relevant to the SMSF products and or services that I offer.

I agree not to use the Specialist designations, or in any way hold out to be a Specialist Member, until obtaining Specialist Member accreditation.

Become a member – Kaplan

Access your complimentary SMSF Association Membership

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