Note: if you hold an Authorised Credit Representative (ACR) membership with AFCA, you do not need to complete an annual assessment.
AFCA is reminding members to complete their annual assessment as soon as possible, to ensure they are invoiced correctly. Please complete your annual assessment by Friday 30 April 2021, otherwise AFCA will make the assessment on your behalf, which may mean you will pay more than you need to.
How to complete the annual assessment
Step 1: Gather information from your 30 June 2020 financial results.
Step 2: Log into your Secure Services account.
Step 3: Select ’annual assessment’ and follow the prompts.
Step 4: After selecting submit, you will receive a confirmation email.
If you represent multiple firms, please ensure all assessments are completed.
Helpful tips
- A guide to completing your assessment is available on the annual assessment page.
- A copy also remains available for you to refer to after you submit your assessment.
- Click here if you have forgotten your password.
If you no longer require your AFCA membership
Log into Secure Services and submit a cancellation request by 31 May 2021. Renewal invoices issued for 2020-21 will be payable if AFCA does not receive your request by 31 May 2021.
Important information
Your renewal invoice
From 25 June 2021 an invoice will be available to download from Secure Services. The invoice will be payable by 31 July 2021 to ensure your membership remains current.
Confidentiality
We recognise the information you provide is commercially sensitive and confidential. We confirm it is not provided to any third party and is accessible only to a small number of AFCA staff involved in invoicing, reporting and member segmentation to support effective service delivery.
We’re here to help
For further information about the Annual Assessment click here.
If you have any questions about the annual assessment, please email assessment@afca.org.au or call 1300 565 562 and select option 1.
