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 2023 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 2022/23 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 2022/23 membership in full.

REGISTRATION FEES
(prices listed are per ticket)

Technical Summit Special Offer*

Available to any paid Technical Summit 2022 attendee who is a current financial SMSF Association Member regardless of membership category.

Offer strictly available from 27 July – 26 August 2022

$1,625

Pre-Early Bird Conference Registration

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

Offer strictly available from 04 October – 14 October 2022

$1,875

SMSF Member Early Bird Registration

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

Offer strictly available from 31 October – 04 December 2022

$1,945

SMSF Member Standard Registration

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

Offer strictly available from 05 December 2022 – 22 February 2023

$2,250

Affiliate Member Registration 

Available to current financial SMSF Association Affiliate Members.

Offer strictly available from 31 October – 04 December 2022

$2,250

Non-Member Registration

Available to Non-Members until the Conference

$2,990

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 04 October – 02 December 2022

$1,765

New Member Special Early Bird Registration

(National Conference Registration + Associate Membership until 31 March 2024)

Available to new SMSF Association members, from 31 October – 02 December 2022. Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$2,565

New Member Special Standard Registration

(National Conference Registration + Associate Membership until 31 March 2024)

Available to new SMSF Association members only from 05 December 2022 until the Conference. Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$2,870

Special Group Offer

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

$1,875

(*) Conditions apply to Technical Summit Special Offer: 

  • Offer not available to Technical Summit attendees that are non-members.
  • Special offer is in-person for attendance at National Conference 2023 only.
  • Final payment of balance of registration fees due no later than 30 October 2022.
  • If balance of payment is not received by the due date, the registration fee will automatically increase to the Early Bird Member fee ($1,945).

(^) 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 04 October – 02 December 2022.
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

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

*Afternoon tea is not included on Friday

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.

CHEQUE PAYMENT

Please make the cheque/bank draft in Australian Dollars payable to “SMSF Association Ltd” and mail to the Conference Office.

For standard pricing full payment of fees is required prior to the Conference. For all other pricing offers if not paid within the offer period then standard pricing would automatically apply. Please note that if your registration is made less than 30 days prior to the conference, credit card is the only payment method available

International delegates please note: Cheque payment must be received by way of an international bank draft in Australian Dollars which states an Australian drawee bank. We cannot accept personal or company cheques.

SMSF ASSOCIATION NATIONAL CONFERENCE 2023 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 letter 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 and refund policy

In the event of cancellations the following cancellation rules and fees shall apply:

Technical Summit Special Offer
Prior to 30 October 2022, loss of $200 deposit

Cancellations received between 31 October 2022 – 20 January 2023, will be eligible for a full refund less a $250 administration fee

Any cancellation received less than 30 days prior to the Conference (21 January 2023 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 20 January 2023), will receive a full refund less a $250 administration fee.

Any cancellation received less than 30 days prior to the conference (21 January 2023 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 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 2023 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.

COVID-19 COMPLIANCE

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 Covid-19 situation as well as the rules, protocols and best practice approaches aimed at ensuring attendee safety. We are mindful that the majority of these rules, protocols and approaches will evolve over time. 

All attendees of National Conference 2023 will be required to comply with the COVID Safety Guidelines, protocols or requirements of Government(s) and/or the venue in place at the relevant time or times. The SMSF Association may at its discretion add additional requirements if it considers these necessary to ensure the health and safety of attendees and venue staff. All attendees will need to comply with these requirements as well. Please be aware that participants may be refused entry if they do not comply with all attendance requirements. 

Details of the Covid-19 attendance requirements will be communicated via email to all delegates that have registered in advance of the Conference. 

The SMSF Association reserves the right to provide your contact details to authorities and/or the venue for the purpose of contact tracing and or/any other Covid-19 related government requirements.

COVID-19 Cancellation and refund policy

Should relevant state or federal government COVID-19 related directives, guidelines or decisions or the consequences of them impact the SMSF Association National Conference 2023 proceeding (including the SMSF Association deciding that it will not hold the event as planned), the SMSF Association can/may at its discretion:

  • Reschedule the LIVE event to another date; or
  • 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 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 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 the directive impacts the number of attendees and applies equally to all delegates, registrations will be revoked on a last-on, first-off basis.
SMSF ASSOCIATION TECHNICAL SUMMIT 2022 TERMS AND CONDITIONS

SMSF Association Member Early Bird Registration

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

Offer strictly available: 17 May – 08 July 2022

$990

Standard Member Registration Offer

Available to financial Fellow, Specialist, Associate and Affiliate Members .

Offer available from: 11 July 2022

$1,100

Standard  Member Registration Offer

Available to financial Fellow, Specialist, Associate and Affiliate Members .

Offer available from: 11 July 2022

$1,100

Registration
  • All participants are required to officially register via the online registration form.
  • All Summit Registration Fees are in Australian Dollars and include 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.
  • By completing your SMSF Association Technical Summit 2022 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 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.
Terms and Conditions for the SMSF Association Partner Offer:
  •  Registrant must be a financial member of either the:
    • Financial Planning Association of Australia Limited, or
    • Institute of Public Accountants
  • Discount is off the standard non-member pricing ($1750) only. Redeemable only for members of our partner organisations.
  • This discount cannot be combined with any other offer (SMSF Association member or otherwise).
  • Your partner code will need to be entered at the checkout (‘Attendee Registration’ form), in order to complete the registration.
    Example:
    • FPA members: Please enter the following: “FPA YOUR MEMBER ID”
      Eg: ‘FPA 123456’
    • IPA members: Please enter the following: “IPA YOUR MEMBER ID”
      Eg: ‘IPA 123456’
Terms and Conditions for the SMSF Association Student Offer:
  •  Registrants must be enrolled in one of the following programs offered by Kaplan Professional or Deakin University:
    • Graduate Diploma of Financial Planning, 
    • Master of Financial Planning
  • OR, are a practitioner currently enrolled in one of the SMSF Association’s SMSF Specialist Accreditation programs. 
  • Discount is off the Technical Summit standard member rate pricing ($1100) only. Redeemable only for eligible participants.
  • This discount cannot be combined with any other offer (SMSF Association member or otherwise).
Terms and Conditions for the SMSF Association Technical Summit + Membership Offer:
  •  Registrants must not be an existing financial member of the SMSF Association. 
  • Eligible for new members only.
  • Discount is off the Standard non-member pricing rate ($1750) only 
  • Complimentary SMSF Association membership is Associate level membership, until 31 March 2023.
  • This discount cannot be combined with any other offer (SMSF Association member or otherwise).
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 27 June 2022 may be eligible to receive a full refund less a $230 administration fee.
  • Any cancellation received after 5:00pm (Adelaide time) on Monday 27 June 2022 will not be eligible to receive a refund.
  • 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]
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 Technical Summit 2022 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.

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 2022 SMSF Association Technical Summit from doing so, the SMSF Association will:  

  • Provide that delegate with access to the full program on-demand post the event; or
  • A partial refund, less a $400 administration fee, may be provided should the delegate prefer (*)
(*) Please note you may be required to show proof of your positive COVID result (or close contact details) in order to be eligible for a partial refund. 

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 provide that delegate with access to the full program on-demand post the event and refund all monies received less a $300 CPD administration fee. 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.

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 2021 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 and the Conference Office accept no responsibility or liability for any loss in this regard.

Tax

All Summit Registration Fees and Additional Ticket rates are quoted in Australian Dollars and are inclusive of GST.

Travel & Accommodation

Individual travel arrangements including flights and accommodation are the responsibility of the individual.

Accommodation options are available.

  • 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 summit website or by clicking here.

Separate Terms & Conditions apply for accommodation bookings. Please refer to the RACV Royal Pines Resort accommodation page for detailed Terms and Conditions.

Condition of Entry

Delegates are expected to act professionally and abide by the additional health and safety measures implemented by RACV Royal Pines Resort. Conditions of entry apply to all attendees and are subject to change without notice in line with federal and state government directives.

RACV Royal Pines Resort reserve the right to refuse entry or remove any attendee if showing symptoms such as excessive coughing, fever, running nose etc. The SMSF Association takes no responsibility for the refusal or removal of an attendee.

Miscellaneous

We reserve the right to change the program and/or speakers from that which is advertised, should that be necessary as a result of COVID-19 or any other circumstances.

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, they will not entitle delegates to a refund or part refund of their 2022 Technical Summit registration.

Date: 16 May 2022

SMSF ASSOCIATION NATIONAL CONFERENCE 2022 Terms and conditions

For SMSF Association National Conference 2022 terms and conditions, please contact [email protected].