Complete the application form and provide:

  • confirmation from the University of NSW they you passed the SMSF Specialist Workshop course
  • proof of recognised taxation studies or Recognised Taxation Agent status
  • statement of experience (including a CV explaining how you meet the requirements)
  • two testimonials

Supporting documentation

The following reference material must be submitted with your application form:

  • certified true copy of your academic transcripts for all courses referenced in the application form (originals will not be returned)
  • a copy of your registered Tax Agent status (where applicable)


Two detailed testimonials must be provided to validate your SMSF experience. Proforma responses or generic letters or testimonials will not be accepted.

The testimonials must be provided by two of the following: