The new member portal will launch on Monday 17 June 2024.
AFCA will provide resources and training opportunities for members to prepare for the new system, and also ongoing support after launch.
Member portal video tutorials
Click each step below to expand the section and view the related explainer videos:
1. Getting started
2. Admin
3. Case handling
eLearning modules
AFCA has publish two eLearning modules for its new member portal, including one on case handling and one on administrative tasks.
These can be found in the existing member portal (Secure Services). Login here.
Process guides (how-to guides)
- How to access the member dashboard - member portal guide
- How to add or amend a business activity - member portal guide
- How to add, remove or amend a contact on a membership - member portal guide
- How to add, remove or transfer the ownership of a superannuation fund - member portal guide
- How to apply for AFCA membership (ACR and Licensee) - member portal guide
- How to assign or re-assign a member contact to a complaint - member portal guide
- How to attach or end an ACR association - member portal guide
- How to create a jurisdiction review request - member portal guide
- How to find and allocate systemic issue and reportable matter cases - member portal guide
- How to lodge a business name change - member portal guide
- How to lodge an invoice dispute - member portal guide
- How to manage and provide a final response - member portal guide
- How to manage head member changes - member portal guide
- How to raise a cancellation request - member portal guide
- How to request a membership liquidation or insolvency change - member portal guide
- How to request a Transfer of Liability - member portal guide
- How to request a Transfer of Ownership - member portal guide
- How to access member certificate - member portal guide
- How to change your notification preferences - member portal guide