SMSF Association Events Terms and Conditions

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 NATIONAL CONFERENCE 2024 Terms and 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 2023/24 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 2023/24 membership in full.

registration fees

(PRICES LISTED ARE PER TICKET & INCLUSIVE OF GST)

Specialist only pre-sale Conference Registration

Available to current financial SMSF Association Fellow and Specialist Members only.

Offer strictly available from 09 October – 19 October 2023

$1,995

SMSF Member Early Bird Registration

Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

Offer strictly available from 30 October – 01 December 2023

$2,095

SMSF Association Member Standard Registration

Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

Offer strictly available from 02 December 2023 – 21 February 2024

$2,410

Affiliate Member Registration

Available to current financial SMSF Association Affiliate Members.

Offer strictly available from 30 October – 21 February 2024

$2,410

Non-Member Registration

Available to Non-Members until the Conference from 30 October 2023 -21 February 2024.

$3,200

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 30 October – 01 December 2023

$1,995

New Member Special Early Bird Registration

(National Conference Registration + Associate Membership until 31 March 2025)

Available to new SMSF Association members, from 30 October – 01 December 2023. Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$2,715

New Member Special Standard Registration

(National Conference Registration + Associate Membership until 31 March 2025)

Available to new SMSF Association members only from 02 December 2023 until the Conference.
Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$3,030

Special Group Offer

Available to current financial SMSF Association Fellow, Specialist, and Associate Members, when registering 3+ people from the same office. (^)

$1,995

Partner Exclusive Pricing

Member Rate: Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

New Member Special: National Conference Registration + Associate Membership until 31 March 2025. Available to new SMSF Association members, non-members who previously held membership with the SMSF Association are not eligible for this offer.

Exclusive pricing strictly available from 6 December – 22 December 2023

Supplied coupon code must be entered at registration to redeem the exclusive pricing.

Cannot be used in conjunction with any other offer.

$2,095

$2,715

KAPLAN Exclusive Pricing

Member Rate: Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

New Member Special: National Conference Registration + Associate Membership until 31 March 2025. Available to new SMSF Association members, non-members who previously held membership with the SMSF Association are not eligible for this offer.

Exclusive pricing strictly available from 6 December – 22 December 2023

Supplied coupon code must be entered at registration to redeem the exclusive pricing.

Cannot be used in conjunction with any other offer.

$2,095

$2,715

STEP Exclusive Pricing

Member Rate: Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

New Member Special: National Conference Registration + Associate Membership until 31 March 2025. Available to new SMSF Association members, non-members who previously held membership with the SMSF Association are not eligible for this offer.

Exclusive pricing strictly available from 6 December – 22 December 2023

Supplied coupon code must be entered at registration to redeem the exclusive pricing.

Cannot be used in conjunction with any other offer.

$2,095

$2,715

ICAI Exclusive Pricing

Member Rate: Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

New Member Special: National Conference Registration + Associate Membership until 31 March 2025. Available to new SMSF Association members, non-members who previously held membership with the SMSF Association are not eligible for this offer.

Exclusive pricing strictly available from 6 December – 22 December 2023

Supplied coupon code must be entered at registration to redeem the exclusive pricing.

Cannot be used in conjunction with any other offer.

$2,095

$2,715

Flash Sale Pricing

Exclusive pricing strictly available from 13 December – 15 December 2023

Member Rate: Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

New Member Special: National Conference Registration + Associate Membership until 31 March 2025. Available to new SMSF Association members, non-members who previously held membership with the SMSF Association are not eligible for this offer.

Regional Member 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.

 

 

$2,095

$2,715

 

$1,995

SMSF Association Member Virtual Registration

Available to all financial SMSF Association members until 31 March 2024 for the virtual event.

$1,300

Non-Member Virtual Registration

Available to Non-Members until 31 March 2024 for the virtual event.

$1,700

(^) 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 30 October – 01 December 2023.
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 for this event only. The details you provide will be shared with 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)

*Afternoon tea is not included on Friday

registration inclusions (virtual)

Virtual Conference registrations offer the following:  

  • Live streaming and on demand delivery as per the conference virtual program via access to the virtual conference site until 31 March 2024.
  • As per the conference program on-demand via the conference virtual platform until 31 March 2024.
payment method

Please note if a registration is made less than 30 days prior to the Conference (Friday 19 January 2024) credit card is the only payment option available.

Participation is not confirmed until full payment is received.

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.

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.

SMSF ASSOCIATION NATIONAL CONFERENCE 2024 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/

cancellation and 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 19 January 2024), 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 19 January 2024), 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 (20 January 2024 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 2024 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 Brisbane Convention and Exhibition Centre are expected to act in a safe manner and abide by relevant health and safety measures put in place by Brisbane Convention and Exhibition Centre in line with federal and state government directives.

The Brisbane 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 2024 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.

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.