SMSF Association Cancellation and Refund Policy

SMSF Association Membership Cancellation and Refund Policy

A member may seek to withdraw their membership in accordance with clause 9.1 of the SMSF Association Constitution.

Any request to withdraw membership must be provided in writing to SMSF Association by the member themself; notwithstanding who may have paid for the membership.

A withdrawal of membership does not relieve the member from payment of any fees already accrued and owing to the SMSF Association.

There is no entitlement to any refund of fees paid or owing to SMSF Association where membership is withdrawn part way through a membership year.

SMSF Association Events Cancellation and Refund Policy

The SMSF Association hosts a variety of events throughout the year. The following provides a summary of the Association’s Policy concerning any request to cancel, substitute another person or request a refund of fees for our events.

SMSF ASSOCIATION Technical Summit 2021 - Virtual event

Registration

  • All participants are required to officially register via the online registration form.
  • All Summit Registration Fees are in Australian Dollars and include GST.
  • Standard Member rate is applicable to financial members of the SMSF Association
  • By completing your SMSF Association Technical Summit 2021 registration you agree for the SMSF Association to use your personal data to facilitate your registration for this event only. The details you provide will be shared with our event partners including 6Connex.
  • Full payment of fees is required prior to the Summit. Please note that if your registration is made less than 30 days prior to the Summit, credit card is the only payment method available.
  • Data processing content – By completing your SMSF Association Technical Summit 2021 registration you agree for the SMSF Association to use your personal data to facilitate your registration for this event only. The details you provide will be shared with our event partners including 6Connex.

CANCELLATION AND REFUND POLICY

In the event of cancellations not related to state or federal directives around Covid related border closures, social distancing, event numbers or other such restrictions the following cancellation rules and fees shall apply:

  • Registration cancellations received up until 5:00pm (Adelaide time) on Monday 28 June 2021 may be eligible to receive a full refund less a $230 administration fee.
  • Any cancellation received after 5:00pm (Adelaide time) on Monday 28 June 2021 will not be eligible to receive a refund. A credit, after deduction of the $230 administration fee, may be applied to any other SMSF Association event or towards future membership fees.
  • Attendee substitutions to another person from your organisation can be made up until the event commences.
  • All cancellations and substitutions must be made in writing to [email protected]
SMSF ASSOCIATION Technical Summit 2021 - NATIONAL cONFERENCE 2022 SPECIAL OFFER

REGISTRATION FEE

Technical Summit Special Offer – Register for the SMSF Association National Conference for $1,550*

Available to any paid Technical Summit 2021 attendee who is a current financial SMSF Association Fellow/Specialist/Associate Member.
Offer strictly available from 28 July – 27 August 2021.

(*) Conditions apply to Technical Summit Special Offer:

  • Offer not available to Technical Summit attendees that are current SMSF Association Affiliate members or non-members. 
  • Special offer is for National Conference 2022 in-person (face-to-face) attendance only.

PAYMENT METHOD

A deposit of $200 per person is required at the time of registration (only payments by credit card will be accepted)

The balance of payment is due on or before 24 October 2021.

If balance of payment is not received by the due date, your registration will be charged at the Early Bird rate.

Credit Card Payment

Visa, MasterCard and American Express are accepted. Please note a 1% surcharge applies to Visa and MasterCard payments and 1.5% surcharge for American Express payments.

CANCELLATION AND REFUND POLICY 

Technical Summit Special Offer

In the event of cancellations not related to state or federal directives around Covid related border closures, social distancing, event numbers or other such restrictions the following cancellation rules and fees shall apply:

  • Prior to 24 October 2021, loss of deposit
  • Cancellations received between 25 October 2021 and 18 January 2022, will receive a full refund less $250 administration fee.
  • Any cancellation received less than 30 days prior to the Conference (Friday 19 January 2022 onwards) will not be eligible to receive a refund.
SMSF ASSOCIATION Technical Summit 2021 - Live Event

Please note, these conditions apply to those who had previously registered for the ‘Live event’ (Gold Coast). 

CANCELLATION AND REFUND POLICY

COVID-19

Should future relevant state or federal government directives around social distancing and event numbers or structuring change, the SMSF Association will implement as recommended and adjust attendee numbers if required. In these circumstances the SMSF Association may regrettably need to revoke some registrations. Should this eventuate, the SMSF Association will transfer the live registration to a virtual registration and refund the difference between the LIVE event ticket price and the VIRTUAL event ticket price. At the request of the delegate, the registration fee will be refunded in full. If the directive impacts the number of attendees and applies equally to all delegates registrations will be revoked on a last-on, first-off basis.

Should future relevant state or federal government directives guidelines or decisions prevent the SMSF Association Technical Summit from proceeding, the SMSF Association will either:  

  • reschedule the LIVE event to another date;
  • refund the difference between the LIVE event and the VIRTUAL event; or
  • at the request of the delegate, refund the Registration Fee in full.

TRAVEL & ACCOMMODATION

  • Individual travel arrangements including flights and accommodation are the responsibility of the individual.
  • A dedicated accommodation page has been created exclusively for delegates. It can be found on the conference website or by clicking here.

    Separate Terms & Conditions apply for accommodation bookings. Please contact RACV Royal Pines Resort directly, to discuss the cancellation of your booking.

SMSF ASSOCIATION NATIONAL CONFERENCE
  • Registration cancellations received up to 5:00pm 30 days before the Conference may be eligible to receive a full refund less AUD$230 administration fee.
  • Any cancellation received less than 30 days prior to the Conference will not be eligible to receive a refund. 
  • Attendee substitutions to another person of your organization can be made until the event commences. This may be subject to a price adjustment if applicable.
  • A credit may be held to be applied to any other SMSF Association event however this is subject to approval. In certain circumstances, these credits may be applied towards membership fees.
  • All cancellations and substitutions must be made in writing to [email protected]
ALL OTHER EVENTS
  • Registration cancellations must be received in writing within 3 business days prior to the event.
  • Any cancellations will result in a credit being held against your account, and can be applied as payment for future events run by the SMSF Association. An administration fee of up to AUD$75 may apply.
    Note: Where there is no upcoming SMSF Association events scheduled in your region, a refund minus an administration fee may be issued in place of a credit note (at SMSF Association discretion).
  • Attendee substitutions to another person can be made until the event commences. This may be subject to a price adjustment if applicable
  • All cancellations and substitutions must be made in writing to [email protected]
EXCEPTIONAL CIRCUMSTANCES
  • Should exceptional circumstances for a refund exist an application can be made to the Association for consideration to [email protected]
EVENT CANCELLATION BY SMSF ASSOCIATION
  • Where an event is cancelled by the SMSF Association a full refund of event registration will be issued to participants.

Date: 27 September 2017