SMSF Association


  • The Training and Development year commences on 1 April based on membership year. (A member’s first triennium begins on 1 April in the year following the join date.)

  • The required CPD points will depend on the membership category as shown in the table below:

Membership category

Minimum CPD points each year

Minimum CPD points each triennium

Associate Member



Specialist Member



  • Below is a table of CPD categories, allocation limits and knowledge areas:

CPD categories


Allocation limit


SMSF Association activities (Inc. Committee participation)

SMSF Association accredited external activities

At least 50% (up to 2 CPD per hour)


Other association education activities

Other organization education activities

Professional reading (sub-limit of 30 hours per triennium)

No more than 50% (limited to 1 CPD point per hour)

Knowledge Areas

SMSF, Superannuation, Practice Management, Ethics, Life Insurance, Securities, Managed Investments, General Insurance, Deposit Products


Source: SMSF Association



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