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There is no entitlement to any refund of fees paid or owing to SMSF Association where membership is withdrawn part way through a membership year.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 NATIONAL CONFERENCE 2022

For full Term and Conditions, click here

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:

National Conference 2022 Technical Summit Special Offer
  • Prior to 24 October 2021, loss of $200 deposit
  • Cancellations received between 25 October 2021 – 16 January 2022, a $250 administration fee applies
  • Any cancellation received less than 30 days prior to the Conference (17 January 2022 onwards) will not be eligible to receive a refund.
Registration categories (excluding Technical Summit Special Offer)
  • Registration cancellations received up to 5.30pm CST 30 days before the Conference (on or before 16 January 2022), will receive a full refund less a $250 administration fee.

  • Any cancellation received less than 30 days prior to the conference (17 January 2022 onwards) will not be eligible to receive a refund.

  • A credit may be held to be applied to any other SMSF Association event (not membership fees) however this is subject to approval.

    Note: Any applicable refund will be returned via the same payment method as the original receipt of funds.

  • Attendee substitutions to another member of your organisation 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 the conference office [email protected].

COVID-19 CANCELLATION AND REFUND POLICY

Should relevant state or federal government COVID-19 related directives, guidelines or decisions (or the consequences of them) prevent the SMSF Association National Conference 2022 from proceeding (including the SMSFA deciding that it will not hold the event as planned), the SMSF Association will:  

  • reschedule the LIVE event to another date;
  • hold the event virtually, register you for the virtual event and refund the difference between the LIVE event and the VIRTUAL event; or
  • Refund the Registration Fee in full should the delegate prefer.

Should relevant state or federal government COVID-19 related directives, guidelines or decisions (or the consequences of them) prevent or preclude a delegate registered to attend the face to face SMSF Association National Conference 2022 from doing so, the SMSF Association will:  

  • Provide that delegate with virtual access to the full program and refund the difference between the LIVE event and the VIRTUAL event; or
  • Refund the Registration Fee in full should the delegate prefer.

Should future relevant state or federal government directives around social distancing and event numbers or structuring change, the SMSF Association will implement them 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 revoked LIVE registrations to VIRTUAL registrations and refund the difference between the LIVE event ticket price and the VIRTUAL event ticket price to these delegates. At the request of these delegates, 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.

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: 11 November 2021