We are SAPEPAA

Succession, Asset Protection & Estate Planning Advisers Association

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Leave a legacy

Australian

Not-for-Profit Association

$9.2 Trillion of Australian homes are exposed

There are 18 million Australians without a will and testament

2.2 million companies with no replacement director on death

What is SAPEPAA Membership

The SAPEPAA Membership offers accreditation and support to Australia's leading advisers.

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SAPEPAA Member Benefits

Training & Development

Take one of our approved courses to get accredited and start offering the highest level of Succession Advice.

Live and Streamed Events

Tune in and watch our Master Educators as they carve out a path as thought leaders in Asset Planning.

Specialist Succession Adviser Directory

Get listed on Australia's only Succession specific directory of professional advisers.

Accreditation & Resources

Access accreditation logos and document resources to help your firm succeed in Succession Planning.

Membership Plans

Industry Associate

For those individuals and companies working in and around the space, looking to stay abreast of industry activity.

Adviser + Certification

For the professional adviser wanting to become accredited with S A P E P A A and become a basic member of the association.

Foundation Member

This is the most valuable membership and includes a whole host of advantages for professional advisers wanting to stand out and progress quickly in the industry.

See Membership Breakdown

Our Members Say

"This is a game changer in protecting a family's wealth and ensuring assets are going to the right people. At the front of their game. Their expertise is beyond compare."

Naomi Durdin

Eyre Peninsula | Accountant

"An exceptional, groundbreaking association very well positioned to give back to the community. It makes so much sense for accountants to be able to provide this service and having SAPEPAA back us and stand by us is a fantastic partnership."

Mick Jeffriess

Gold Coast | Accountant

"Touching more than $35,000 revenue from SAPEPAA and the associated training courses."

Harry Tripgate

Principal, MCG Legal

Our advice leads thought.

4 min

I was a SMSFer but now a proud SAPEPer

I love strategy. I was lucky enough to do a Master of Laws specialising in taxation with Australia’s top tax gurus and strategists...

9 min

Why Family Allowances can be the best Tax Saving for your SMSF Clients

Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as...

3 min

Family Wealth Protection – the Greatest Adviser Gift of All

I make it a habit of reading at least two cases a day – one usually dealing with a family provisions claim in a Supreme Court and the...

6 min

The MOAT and the SMSF Leading Member – a Story of Passion and Families

We have seen the devastation that can be wreaked with a family provisions claims in an estate with the case of MILLER -v- TAYLOR [2018]...