Joining STEP in Australia: Accredited Courses

You can apply to become a STEP Affiliate Member while you study to gain access to an array of benefits. Alternatively, apply to become an Associate or Full Member once you’ve gained the required number of credits through accredited partner course modules.

Each module in the program gives you 30 DL credits towards STEP membershipYou need 60 DL credits to become an Associate and 120 DL credits to become a Full STEP Member (TEP).

Deakin University

The Graduate Diploma of Financial Planning from Deakin University meets the requirements of The Financial Standards and Ethics Authority (FASEA) and can be used to apply for full STEP membership and use of TEP.

The Graduate Diploma of Financial Planning has 8 modules in total - 5 core modules and 3 electives. The elective The Administration of Trusts and Estates needs to be completed for the STEP recognition towards STEP Full Membership and TEP.


The College of Law

The College of Law The LLM (Applied Law) – Wills & Estates or Estate Planning at The College of Law can be used towards STEP membership. 


The University of Adelaide

The Graduate Certificate in Family Enterprise at The University of Adelaide can be used towards STEP membership.

If you would like to progress to Full STEP membership, then you must include the following 3 modules:

  • Tax, Estate and Wealth Planning
  • Family Business Fundamentals
  • Governing the Family Enterprise

And one additional module from:

  • Advising Family Enterprise
  • Strategic Entrepreneurial Renewal
  • Entrepreneur's Challenge
  • Leadership of Organisations
  • Industry Project

The University of New South Wales Business School

The Master of Taxation (applied) at UNSW Business School provides the following courses which have been recognised as meeting the STEP requirements for full membership and the award of TEP.

  • Taxation of Capital Gains
  • Taxation of Trusts
  • Taxation Strategies in Financial Planning
  • SMSF Law

Application must be submitted using this Application Form (PDF 156KB).

Apply via our Education Partner Routes