The SMSF Association hosts a variety of events throughout the year. The following provides a summary of the Association’s Terms and Conditions pertaining to specific events and offers.
SMSF ASSOCIATION TECHNICAL SUMMIT 2025 TERMS & CONDITIONS
REGISTRATION
All participants are required to officially register via the online registration form.
All Technical Summit 2025 registration fees are in Australian Dollars and inclusive of GST.
In order to obtain member savings, you MUST be a financial member of the SMSF Association at the time of registering. Special Offers may be limited to membership categories and/or other special criteria.
To confirm your membership status or eligibility, please contact the SMSF Association on (08) 8205 1950 or email [email protected].
By completing your SMSF Association Technical Summit 2025 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 our on-site registration partner.
Full payment of fees is required prior to the event.
REGISTRATION INCLUSIONS (IN-PERSON)
Full Technical Summit registrations offer the following for the event:
Entry to all sessions
Entry to the Exhibition
Daily catering on Wednesday 6 August 2025 and Thursday 7 August 2025
Entry to the SMSF Association Networking Function on Wednesday 6 August 2025
Access to all recorded sessions after the event for limited time to be determined by the SMSF Association.
REGISTRATION INCLUSIONS (VIRTUAL)
Virtual Technical Summit registrations offer the following:
Live streaming delivery as per the Technical Summit program
On demand sessions after the event for limited time to be determined by the SMSF Association
REGISTRATION FEES
(prices listed are per ticked and inclusive of GST)
SMSF Association Membership Renewal Offer
Available exclusively to current financial SMSF Association Fellow and Specialist Members who register and pay for the Technical Summit 2025 Registration Fee at the time of Membership Renewal.
Exclusively available for in-person attendance. Changes to Virtual Registration at a later date may incur additional fee of $260.
Offer strictly available from 17 March 2025 – 13 April 2025.
$990
SMSF Association Special Group Offer
Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members, when registering 3+ people from the same office:
All attendees must be current financial SMSF Association Life, Fellow, Specialist, Associate or Retired Members.
All attendees must register at the same time for the discount to apply.
If the group falls below 3 attendees for an organisation due to any type of cancellation, this group rate will no longer apply and all registrations within the group will be charged at the rate applicable at the time of booking.
Offer strictly available from 14 April 2025 – 6 July 2025.
$1,050
SMSF Association Member Registration – Early Bird
Available to current financial SMSF Association Life, Fellow, Specialist, Associate or Retired Members.
Offer strictly available from 14 April 2025 – 6 July 2025.
$1,250
SMSF Association Member Virtual Registration
Available to current financial SMSF Association Member.
Offer available from 14 April 2025 – 15 September 2025*.
*Virtual Platform closes 6 October 2025
$1,250
SMSF Association Member Registration – Standard Registration
Available to current financial SMSF Association Member.
Offer available from 7 July 2024 – 5 August 2025.
$1,550
New Member Special Early Bird Registration
(Technical Summit + Associate Membership until 31 March 2026)
Available to new SMSF Association members, from 1 May 2025 – 6 July 2025.
Non-members who previously held membership with the SMSF Association are not eligible for this offer.
$1,600
New Member Special Standard Registration
(Technical Summit + Associate Membership until 31 March 2026)
Available to new SMSF Association members, from 6 July 2025 – 5 August 2025.
Non-members who previously held membership with the SMSF Association are not eligible for this offer.
$1,900
Non-Member Registration
Available to Non-Members. Offer available from 14 April 2025 – 5 August 2025.
$2,200
Non-Member Virtual Registration
Available to Non-Members. Offer available from 14 April 2025 – 15 September 2025.*
*Virtual Platform closes 6 October 2025
$2,200
CANCELLATION AND REFUND POLICY
In the event of cancellations, the following cancellation rules and fees shall apply:
Registration cancellations received up until 5:00pm (ACST) on Friday 4 July 2025 may be eligible to receive a full refund less a $260 administration fee.
Any cancellation received after 5:00pm (ACST) on Friday 4 July 2025 will not be eligible to receive a refund. Delegates can maintain their registration and have access to full program virtually and on demand post event.
Attendee substitutions to another person from your organisation can be made up until the event commences. This may be subject to a price adjustment based on membership category and/or status.
A credit may be held to be applied to any other SMSF Association event (not membership fees) however this is subject to approval and at the discretion of the SMSF Association.
Note: Any applicable refund will be returned via the same payment method as the original receipt of funds.
All cancellations and substitutions must be made in writing to [email protected]
DISCLAIMER
As a participant of the SMSF Association Technical Summit, your image or voice may be recorded via video, photograph or by any other means (“recorded”) by an officer or official of the SMSF Association Technical Summit 2025 and may be distributed or published at the discretion of the SMSF Association. If you do not wish to be recorded, you are required to formally advise the SMSF Association in writing at [email protected].
INSURANCE
You are strongly advised to secure appropriate travel and health insurance. Delegate registration fees do not provide any such insurance coverage. The SMSF Association accepts no responsibility for any loss in this regard.
TRAVEL & ACCOMMODATION
Individual travel arrangements including flights and accommodation are the responsibility of the individual.
The Event Venue does not offer accommodation. Accommodation options can be found on the Technical Summit website.
Separate Terms & Conditions apply for accommodation bookings directly with the chosen property.
CONDITION OF ENTRY
Delegates are expected to act professionally and abide by the additional health and safety measures implemented by the Sydney Masonic Centre. Conditions of entry apply to all attendees and are subject to change without notice in line with federal and state government directives.
UNFORSEEN CIRCUMSTANCES
Should any unforeseen circumstances (including COVID or other related circumstances) prevent the SMSF Association Technical Summit 2025 from proceeding (including the SMSFA deciding that it will not hold the event as planned), the SMSF Association will:
Reschedule the event to another date, or;
Hold the event virtually, or;
Refund the registration fee in full should the delegate prefer
UNFORSEEN CIRCUMSTANCES
We reserve the right to change the program and/or speakers from that which is advertised,
Should we be forced to do so, we will use our best endeavours to ensure that any substituted sessions are of equal quality and relevance.
Should such changes be necessary, this will not entitle delegates to a refund or part refund of their Technical Summit 2025 registration.
SMSF ASSOCIATION national conference 2025 TERMS & CONDITIONS
REGISTRATION FEES & INCLUSIONS
All participants are required to officially register via the online registration form. Please ensure you have reviewed the following information to assist in your planning. All prices are in Australian Dollars and include GST.
MEMBERSHIP SAVINGS
In order to obtain the member savings, you must be a financial member of the SMSF Association at the time of registering. Special Offers may be limited to specific membership categories and/or other specific criteria.
To confirm your membership status or eligibility, please contact the SMSF Association on (08) 8205 1950 or email [email protected]. Members who have not renewed their membership for the 2024/25 membership year may not re-join at pro-rata rates and participate in the early bird registration. If you wish to access membership rates you must renew your 2024/25 membership in full.
REGISTRATION FEES
(Prices listed are per ticket and inclusive of GST)
Specialist only pre-sale Conference Registration
Available to current financial SMSF Association Fellow and Specialist Members only.
Offer strictly available from 14 October – 25 October 2024
$2,075
Member Early Bird Registration
Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.
Offer strictly available from 4 November – 06 December 2024
$2,180
Member Standard Registration
Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.
Offer strictly available from 09 December 2024 – 19 February 2025
$2,500
Affiliate Member Registration
Available to current financial SMSF Association Affiliate Members.
Offer strictly available from 4 November – 6 December 2024
$2,500
Non-Member Registration
Available to Non-Members until the Conference
$3,330
Exclusive CA ANZ Members: Non-Member Registration
Available to CA ANZ Members who are not SMSF Association Members, until the Conference
$2,660
Regional Member Special Registration
Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members from WA, NT, TAS and members located 300kms or more from their nearest capital city.
Offer strictly available from 4 November – 06 December 2024
$2,075
New Member Special Early Bird Registration
(National Conference Registration + Associate Membership until 31 March 2026)
Available to new SMSF Association members, from 4 November – 06 December 2024. This offer is not available to an individual who failed to renew their membership when due at 31 March 2024
$2,820
New Member Special Standard Registration
(National Conference Registration + Associate Membership until 31 March 2026)
Available to new SMSF Association members only from 09 December 2024 until the Conference. Non-members who previously held membership with the SMSF Association are not eligible for this offer.
$3,150
Special Group Offer
Available to current financial SMSF Association Fellow, Specialist, and Associate Members, when registering 3+ people from the same office. (^)
$2,075
SMSF Association Member Virtual Registration
The virtual event will offer access exclusively to the virtual program and is available only to current financial SMSF Association Fellows, Specialists, Associates, and Retired Members.
$1,350
Non-Member Virtual Registration
Available to Non-Members until 31 March 2024 for the virtual event.
$1,770
(^) Conditions apply to Special Group Offer:
- All attendees must be current financial SMSF Association Fellow, Specialist or Associate Members.
- All attendees must register at the same time for the discount to apply.
- If the group falls below 3 attendees for an organisation due to any type of cancellation, this group rate will no longer apply and all registrations within the group will be charged at the rate applicable at the time of booking.
- Offer available 4 November – 06 December 2024.
REGISTRATION
- All participants are required to officially register via the online registration form.
- All Registration Fees are in Australian Dollars and include GST.
- By completing your registration, you agree that the SMSF Association may use your personal data to facilitate your registration & participation for this event only. The details you provide will be shared with all our event partners including WALDRONSMITH Management.
REGISTRATION INCLUSIONS (IN-PERSON)
Full Conference registrations offer the following for the in-person event:
- Entry to all sessions, excluding The SMSF Association Thought Leadership Breakfast
- Entry to the Exhibition
- Daily catering on Wednesday, Thursday and Friday*
- Welcome Reception on Wednesday evening
- Networking Function on Thursday evening
- Final Day Luncheon on Friday
- Option to attend Specialist only session on Wednesday (for specialist members only)
- Option to attend workshops (subject to capacity limits)
- All conference sessions on-demand viewing via the conference virtual platform until 2 May 2025.
*Afternoon tea is not included on Friday
REGISTRATION INCLUSIONS (VIRTUAL)
Virtual Conference registrations offer the following:
- Live streaming and on demand delivery of all sessions from the virtual program via access to the virtual conference site until 2 May 2025.
PAYMENT METHOD
Payment can be made in the following ways:
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.
SMSF ASSOCIATION NATIONAL CONFERENCE 2025 OFFICE
119 Buckhurst Street
South Melbourne VIC 3205 Australia
T: +61 3 9645 6311
F: +61 3 9645 6322
E: [email protected]
www.smsfassociation.com/conference/
ELECTRONIC FUNDS TRANSFER (EFT)
Bank: Westpac Banking Corporation
Account Name: SMSF Association Ltd
BSB: 033 113
Account Number: 191756
Please include your name as a reference on the deposit and forward your remittance advice to the Conference Office.
On receipt of your payment, a confirmation email and invoice/receipt will be emailed to you. It is advisable to check all items listed. Any changes or alterations can be made in writing to the Conference Office.
CANCELLATION & REFUND POLICY
In the event of cancellations, the following cancellation rules and fees shall apply:
Registration categories
Registration cancellations received up to 5.30pm CST 30 days before the Conference (on or before 17 January 2025), will receive a full refund less a $250 administration fee.
Changes to registration categories (i.e. from an in person to virtual registration) received up to 5.30pm CST 30 days before the Conference (on or before 17 January 2025), will receive a refund of the difference in registration fee less a $250 administration fee.
Any cancellation or changes to registration categories received less than 30 days prior to the conference (18 January 2025 onwards) will not be eligible to receive a refund.
A credit less a $250 administration fee may be held to be applied to any other SMSF Association event (excluding membership fees) however this is subject to approval and at the discretion of the SMSF Association.
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].
INSURANCE
You are strongly advised to secure appropriate travel and health insurance. Delegate registration fees do not provide any insurance coverage. The SMSF Association and the Conference Office accept no responsibility for any loss in this regard.
TAX
All Conference Registration Fees and Additional Ticket rates are quoted in Australian Dollars and are inclusive of GST.
DISCLAIMER
RECORDINGS
As a participant of the SMSF Association National Conference, your image or voice may be recorded via video, photograph or by any other means (“recorded”) by staff or contractors of the SMSF Association National Conference 2025 and may be distributed or published at the discretion of the SMSF Association. If you do not wish to be recorded, you are required to formally advise the SMSF Association in writing at [email protected].
TRAVEL & ACCOMMODATION
Individual travel arrangements including flights and accommodation are the responsibility of the individual.
Accommodation options are available through the Conference Office via the online registration form.
Some hotels impose strict cancellation policies. At the time of booking, please refer to the individual hotel cancellation policies. Any amendments to the original hotel booking must be forwarded in writing to the Conference Office.
CONDITION OF ENTRY
INAPPROPRIATE BEHAVIOUR
Inappropriate behaviour, sexual harassment or bullying will not be tolerated. The SMSF Association can ask the offending individuals to leave the conference and exhibition venue.
HEALTH & SAFETY
All persons entering the Melbourne Convention and Exhibition Centre are expected to act in a safe manner and abide by relevant health and safety measures put in place by Melbourne Convention and Exhibition Centre in line with federal and state government directives.
The Melbourne Convention and Exhibition Centre reserves the right to refuse entry or remove any attendee showing symptoms such as excessive coughing, fever, running nose etc. The SMSF Association takes no responsibility or liability for the refused entry or removal of an attendee.
The Association is committed to ensuring that it delivers a safe National Conference experience for all attendees (including but not limited to delegates, supporters, exhibitors, staff and contractors). We are constantly monitoring and assessing the rules, protocols and best practice approaches aimed at ensuring attendee safety. We are mindful that the majority of these rules, protocols and approaches evolve over time.
The SMSF Association reserves the right to provide your contact details to authorities and/or the venue if required for the purpose of contact tracing and or/any other government requirements.
UNFORSEEN CIRCUMSTANCES
Should any unforeseen circumstances (including COVID or other related circumstances) prevent the SMSF Association National Conference 2025 from proceeding (including the SMSFA deciding that it will not hold the event as planned), the SMSF Association can/may at its discretion:
- Reschedule the event to another date, or;
- Hold the event virtually, or;
- Refund the registration fee in full should the delegate prefer
Should venue capacity limits as a result of relevant state or federal government directives or other circumstances arise impacting event numbers the SMSF Association may regrettably need to revoke some registrations. Should this eventuate, the SMSF Association may 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. Delegates can choose to have their registration fees refunded in full. If this impacts the number of attendees and applies equally to all delegates, registrations will be revoked on a last-on, first-off basis.
National Conference 2025 Gamification Competition Terms and Conditions
- The SMSF Association National Conference App Gamification Competition is open to all registered delegates of the SMSF Association National Conference 2025, who attend in-person in Melbourne from 19-21 February 2025.
- Taking part in this competition constitutes acceptance of these Terms & Conditions.
- Attendees will need to download the National Conference App to participate in the App Gamification Competition.
- Prizes will be awarded to both the Individual who earns the most points, as well as all members of the Team who collectively earn the most points.
- A team must achieve a minimum of 5,000 points to be eligible for the team prize.
- Attendees are automatically awarded teams on attending National Conference. No changes to teams will be made.
- Winners will be awarded based on the highest score achieved in the App Gamification Competition by 12.00pm (AEST), Friday 21 February 2025.
- The winners will be announced in the last session at the SMSF Association National Conference 2025, on 21 February 2025.
- Prizes:
- Individual First Prize: One (1) complimentary registration to the SMSF Association National Conference 2026, plus one (1) complimentary registration to the SMSF Association Technical Summit 2025.
- Individual Second Prize: One (1) complimentary registration to the SMSF Association National Conference 2026
- Individual Third Prize: One (1) complimentary registration to the SMSF Association Technical Summit 2025 in Sydney
- Team Prize: The team who collectively earn the highest points will receive a 10% discount on their registration to the SMSF Association National Conference 2026.
This discount may be applied to Presale or Early Bird rates.
This discount cannot be applied to Group, Regional or any other Conference rates.
- All prizes include event registration only. Any related travel costs are at the expense of the winner.
- An Individual may be eligible to receive both an Individual and Team prize, in the event of winning the third prize an Individual may claim both team and individual prize.
- Prizes are not redeemable for cash and are non-transferrable.
- In-person session attendance only is eligible towards points for this competition.
- Directors and employees of the SMSF Association, including their immediate families, its agencies and companies associated with this competition are ineligible to win the competition prizes.
- The promoter reserves the right to change, withdraw or amend the offer during this period.
- The promoter’s decision on all matters relating to this offer is final, and no correspondence will be entered into.
- The SMSF Association Privacy Policy is available here.
- The promoter is SMSF Association (ABN: 67 103 739 617), 70 Pirie Street, Adelaide SA 5000.
CROSSROADS OF CONTROL: NAVIGATING TRUSTEE INCAPACITY TERMS AND CONDITIONS
REGISTRATIONS FEES AND INCLUSIONS
All participants are required to officially register via the online registration form. Please ensure you have reviewed the following information to assist in your planning. All prices are in Australian Dollars and inclusive of GST.
MEMBERSHIP SAVINGS
In order to obtain the member savings, you must be a financial member of either SMSF Association or STEP Australia at the time of registering. Special Offers may be limited to specific membership categories and/or other specific criteria.
To confirm your membership status or eligibility, please contact:
- SMSF Association Members – (08) 8205 1950 or [email protected].
- STEP Australia Members – visit stepaustralia.com for your local branch contact details.
CURRENT REGISTRATION FEES (PRICES LISTED ARE PER TICKET)
SMSF Association Member Registration
Available to financial SMSF Association Fellow, Specialist, Associate and Retired Members.
Offer available from: 8th May 2025 – 21 July 2025
$330
STEP Australia Member Registration
Available to financial STEP Australia Members.
Offer available from: 8th May 2025 – 21 July 2025
$330
Non-Member Registration
Available to all Non-Members.
Offer available from: 8th May 2025 – 21 July 2025
$550
REGISTRATION
- All participants are required to officially register via the online registration form.
- All Registration Fees are in Australian Dollars and include GST.
- By completing your registration, you agree that the SMSF Association and / or STEP Australia may use your personal data to facilitate your registration for this event only.
- By completing your registration, you grant consent for the details provided to be disclosed to both the SMSF Association and STEP Australia, which may be utilised by each organisation for communication and marketing purposes.
- Full payment of fees is required prior to the event.
REGISTRATION INCLUSIONS
Virtual Audit Day registrations offer the following:
- Access to all the sessions via the online platform until Thursday 31 July 2025.
PAYMENT METHOD
Credit Card payment is required to complete your registration.
If you wish to pay by Electronic Funds Transfer (EFT), please contact [email protected] for invoice and details.
POSTPONEMENT CANCELLATION AND REFUND POLICY
In the event of cancellations, the following cancellation rules and fees shall apply:
Registration cancellations received up until 5:00pm (AEST) on Wednesday 21 May 2025 may be eligible to receive a full refund.
Any cancellation received after 5:00pm (AEST) on Wednesday 21 May 2025 will not be eligible to receive a refund. Delegates can maintain their registration and have access to full program on demand post event.
Attendee substitutions to another person from your organisation can be made up until the event commences. This may be subject to a price adjustment based on membership category and/or status.
All cancellations and substitutions must be made in writing to [email protected]
MISCELLANEOUS
- We reserve the right to change the program and/or speakers from that which is advertised.
- Should we be forced to do so, we will use our best endeavours to ensure that any substituted sessions are of equal quality and relevance.
- Should such changes be necessary, this will not entitle delegates to a refund or part refund of their registration.
SMSF ASSOCIATION Audit discussion group Terms and conditions
1. REGISTRATION
1.1 The auditor discussion group (‘ADG’) is available to SMSF Association (‘Association’) members who are:
a) Current SMSF Specialist Auditor (SSAud) members; or
b) A current member and a registered candidate in the SMSF Specialist Auditor course.
1.2 The Association may, at its absolute discretion, approve a member who does not meet the criteria in 1.1 to attend one or more ADGs.
1.3 The Association may at any time and at its absolute discretion, cancel or terminate a member’s ADG registration.
1.4 All participants are required to register via the online registration form.
1.5 By registering, participants agree to the Association using their personal data for any event registration and related communications.
1.6 Registration and attendance to the ADG are strictly personal. Access to live sessions or recordings is expressly limited to the registered individual only.
1.7 By registering for this event, participants agree to be bound by these terms and conditions.
2. CONDUCT
2.1 Participants agree to maintain respect and professionalism, and to act in accordance with the Association’s Code of Professional
Conduct.
2.2 Abusive, offensive, bullying, discriminatory, harassment or defamatory behaviour is strictly prohibited and will not be tolerated.
2.3 Any conduct in breach of the Association’s Code of Professional Conduct will be referred to the Professional Standards Committee or the
Board.
Recordings and Publication
3.1 By participating in the ADG you consent to the recording of your image or voice. These recordings will be exclusively available to
registrants for a period of up to 3 months, or another period of time as determined by the SMSF Association.
3.2 Recordings will not be disseminated or published beyond the scope set out in these terms and conditions.
3.3 Creating, transmitting, or publishing personal recordings (videos, audio, or images), is strictly prohibited. Doing so is a breach of these
terms and conditions and the privacy of other participants.
3.4 Participants agree not to share, distribute, or publish any content or information from the ADG sessions on any
media outlets, social media, or other public platforms, without the explicit consent of all parties involved. This applies to comments and
questions from members, facilitators, or guests, including any comments attributable to the Australian Taxation Office.
PURPOSE AND INTENT
4.1 The purpose and intent of the ADG, is to provide a forum for members to participate in discussions regarding the audit of SMSFs. This
includes topics of a technical nature, professional and ethical standards, as well as other associated issues experienced by members in
practice.
4.2 Participation in this discussion group signifies a collective agreement to engage in discussions that are meant exclusively for the
educational and informational benefit of attendees. These discussions are to be conducted in good faith and mutual respect for the
benefit of all.
4.3 Members are expected to uphold the confidential nature of these discussions at all times. This commitment to discretion is pivotal in
fostering an environment of trust and open communication.
4.4 The ADG serves as a forum for general guidance and is not a substitute for professional or client specific advice. The information shared
is general in nature and should be evaluated against individual circumstances before application. No warranty is given as to its accuracy
and persons who rely on this information do so at their own risk.
4.5 Any statements, views or opinions expressed by participants are their own and do not necessarily represent the views of the SMSF
Association. The accuracy of any information shared is not guaranteed, and reliance on it is at the individual’s own risk. The accuracy of
these opinions is not assured, and reliance on them should be cautiously evaluated.
4.6 Representatives of the Australian Taxation Office may attend the ADG. Their attendance is to help qualify information and provide ATO
views on various matters, thereby enriching the discussions.
4.7 Where a formal opinion is required from the Commissioner of Taxation in relation to a specific client matter, application should be made
using the appropriate channels, including:
a) Private binding rulings;
b) SMSF specific advice; or
c) SMSF early engagement and voluntary disclosure
4.8 A member or members of the SMSF Association technical team may be present to assist in clarifying queries and supplement
discussions with additional insights as needed.
4.9 Occasionally, follow-up on discussed matters may be required. Such information may be conveyed in in future ADG sessions or via direct
communication with attendees including via email.
CONTINUING PROFESSIONAL DEVELOPMENT (CPD)
5.1 CPD is provided solely for registered individuals.
5.2 To qualify for CPD, attendees must:
a) Register to attend via the SMSF Association website; and
b) Attend at least 80% of the session.
5.3 CPD can be obtained by attending the live ADG or by viewing the recorded session through the member dashboard. CPD will only be
provided once per unique event, regardless of the number of times the content is accessed.
5.4 Attendees who meet the CPD criteria will receive a CPD certificate from the Association. For attendees of the live ADG session, this will
generally be within 2 business days after the event. Whilst every effort is made, the issue of certificates for the viewing of recordings will
be issued as soon as is practicable by the end of each month.