Steps to becoming an AR of SAN

What are the steps to becoming an Authorised Representative (AR) of SMSF Advisers Network (SAN)?

The time it will take you to operate under our licence depends on your situation.

Option A - You are currently RG146 accredited
The steps to becoming authorised
1 Complete the Online Application Form for the SMSF Advisers Network (SAN)
2 Submit your application with all relevant supporting documentation 
3 We process your application and organise an initial phone interview
4 After the interview and with your permission, we will conduct a Police Check and Bankruptcy Check. As we do not have control over the processing times of these applications, please allow up to 4 weeks
5 When we receive the confirmation of the checks above we will send you your Authorised Representative (AR) agreement(s)
6 Upon receiving the signed agreements we will contact you to determine a date from which you will be registered with ASIC under the SMSF Advisers Network (SAN) AFSL
Option B - You are not yet RG146 accredited & would like to attend a 2 day workshop
The steps to becoming accredited & authorised
1 Visit www.pinnacle.edu.au/page/workshops and enrol in the 'SMSF Personal Advice Course'.
2 Book and attend the 2-day workshop
3 Satisfactorily complete the assessment and receive your accreditation certificate
4 Complete the Online Application Form for the SMSF Advisers Network (SAN)
5 Submit your application with all relevant supporting documentation
6 We process your application and organise an initial phone interview
7 After the interview and with your permission, we will conduct a Police Check and Bankruptcy Check. As we do not have control over the processing times of these applications, please allow up to 4 weeks
8 When we recieve the confirmation of the checks above we will send you your Authorised Representative (AR) agreement(s)
9 Upon receiving the signed agreements we will contact you to determine a date from which you will be registered with ASIC under the SMSF Advisers Network (SAN) AFSL
Option C - You are not yet RG146 accredited & would like to complete your accreditation on-line
Option C Schedule of Events
1 Visit www.pinnacle.edu.au/page/workshops and enrol in the 'SMSF Personal Advice Course'
2 Read the material (optional) and attempt and submit the assessment and await confirmation of ‘satisfactory’ outcome
3 Complete the Online Application Form for the SMSF Advisers Network (SAN)
4 Submit your application with all relevant supporting documentation
5 We process your application and organise an initial phone interview
6 After the interview and with your permission, we will conduct a Police Check and Bankruptcy Check. As we do not have control over the processing times of these applications, please allow up to 4 weeks
7 When we recieve the confirmation of the checks above we will send you your Authorised Representative (AR) agreement(s)
8 Upon receiving the signed agreements we will contact you to determine a date from which you will be registered with ASIC under the SMSF Advisers Network (SAN) AFSL. 

Become an Authorised Representative of SAN

If you're not already

For more Information on SAN

Email or call us on 1800 906 456

For more Information on RG146 Qualification

Click here
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