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 – 14 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
$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
SMSF Association Member Virtual Registration
Available to current financial SMSF Association Fellow, Specialist and Associate Members, when registering 3+ people from the same office. (^)
$1,285
SMSF Association Member Virtual Day Pass
Available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members for one day of the virtual event.
$750
Non-Member Virtual Registration
Available to Non-Members until 31 March 2024 for the virtual event.
$1,600
(^) 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
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 31 March 2024.
- All conference sessions on-demand via the conference virtual platform until 31 March 2024.
registration inclusions (virtual)
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 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 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 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 Technical Summit 2023 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 day 2023 Terms and conditions
REGISTRATION 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 include GST.
membership savings
In order to obtain the member savings, you must be a financial member 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].
current registration fees (prices listed as per ticket)
SMSF Association Member Registration Available to financial SMSF Association Fellow, Specialist Associate and Retired Members. Offer available from: 3rd August 2023 – 20 September 2023 |
$220 |
Non-Member Registration Available to all Non-Members. Offer available from: 3rd August 2023 – 20 September 2023 |
$350
|
IFPA Member Pricing
Available exclusively to IFPA Members.
Registrations at 10% Off non-member pricing available to IFPA Members only from 4 September until 20 September 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.
- 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 Friday 20 October 2023.
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 may apply 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.
On receipt of your payment, a confirmation letter and invoice/receipt will be emailed to you. It is advisable to check all items listed.
audit day postponement 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:
- Cancellations received before 5:00 pm on Tuesday 5th September 2023 will be eligible for full refund.
- Any cancellations received less than 14 days prior to the event (6th September 2023 onwards) will not be eligible to receive a refund.
- 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 [email protected]
Note: Any applicable refund will be returned via the same payment method as the original receipt of funds.
SMSF ASSOCIATION technical summit 2023 Terms and conditions
REGISTRATION
- All participants are required to officially register via the online registration form.
- All Technical Summit 2023 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 2023 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. Please note that if your registration is made less than 30 days prior to the Summit, credit card is the only payment method available.
REGISTRATION INCLUSIONS
Full Conference registrations offer the following for the event:
Entry to all sessions
- Entry to the Exhibition
- Daily catering on Wednesday and Thursday
- Entry to the SMSF Association 20th Anniversary Gala Dinner on Wednesday evening
- Access to all recorded sessions after the event for limited time to be determined by the SMSF Association.
REGISTRATION FEES
SMSF Association Member Registration – Ticket 2nd Release
Available to current financial SMSF Association Members regardless of membership category.
Offer strictly available from 13 June 2023 until released tickets are exhausted.
$1,350
SMSF Association Non-Member Registration – Ticket 2nd Release
Available to non-SMSF Association Members.
Offer strictly available from 13 June 2023 until released tickets are exhausted.
$2,050
FAAA Member Pricing– Ticket 2nd Release
Available exclusively to FAAA Members.
Tickets at SMSF Association Second Release Member Pricing of $1,350 are available to FAAA Members only.
The discount code provided must be entered at checkout to redeem this pricing.
Offer strictly available from 21 June 2023 until Second Release tickets are exhausted.
$1,350
IPA Member Pricing– Ticket 2nd Release
Available exclusively to IPA Members.
Tickets at SMSF Association Second Release Member Pricing of $1,350 are available to IPA Members only.
The discount code provided must be entered at checkout to redeem this pricing.
Offer strictly available from 4 July 2023 until Second Release tickets are exhausted.
$1,350
Kaplan Professional Student Offer
Available exclusively to current Kaplan Professional students who have taken up their Complimentary Membership with the SMSF Association.
Tickets at the SMSF Association First Release Member Pricing of $1,200.
The discount code provided must be entered at checkout to redeem this pricing.
Offer strictly available until 26 July 2023.
$1,200
SMSF Association Member Registration – Corporate Offer
Available to select current financial SMSF Association Members regardless of membership category, when they redeem their exclusive discount code.
Offer strictly available from 13 June 2023 until 2nd Release tickets are exhausted.
$1,125
SMSF Association Member Registration – Ticket 1st Release
Available to current financial SMSF Association Member regardless of membership category.
Offer strictly available from 16 May 2023 until released tickets are exhausted.
$1,200
SMSF Association Non-Member Registration – Ticket 1st Release
Available to non-SMSF Association Members.
Offer strictly available from 16 May 2023 until released tickets are exhausted.
$1,950
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 or 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 available from 16 May 2023 until 2nd Release Tickets are exhausted.
$1,125
SMSF Association 20th Anniversary Gala Dinner Guest Ticket
Available to guests of the SMSF Association to attend the 20th Anniversary Gala Dinner only. Offer available from 21 March 2023 until 19 July 2023.
$150
SMSF Association National Conference 2023 Offer
Available to any paid National Conference 2023 attendee (in person or virtual) who is a current financial SMSF Association Member regardless of membership category.
Offer strictly available from 22 February 2023 – 10 March 2023.
$1,125
SMSF Association Membership Renewal Offer
Available to current financial SMSF Association Member regardless of membership category who register and pay for the Technical Summit 2023 Registration Fee at the time of Membership Renewal.
Offer strictly available from 21 March 2023 – 16 April 2023.
$1,125
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 Monday 26 June 2023 may be eligible to receive a full refund less a $250 administration fee.
- Any cancellation received after 5:00pm (ACST) on Monday 26 June 2023 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.
- A credit may be held to be applied to any other SMSF Association event (excluding National Conference) 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 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].
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.
- A dedicated accommodation page has been created exclusively for delegates. It can be found on the Technical Summit website or by clicking here.
- Separate Terms & Conditions apply for accommodation bookings. Please refer to The Star Gold Coast 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 The Star Gold Coast. 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 2023 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.
- 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 2023 registration.
TECHNICAL SUMMIT CHEERS TO 20 YEARS 2nd Release Offer
BE IN THE FIRST 20 MEMBERS TO REGISTER AT 2ND RELEASE PRICING AND RECEIVE A COMPLIMENTARY GUEST TICKET FOR THE 20TH ANNIVERSARY GALA DINNER.
The promoter is the SMSF Association.
The promotion is available to the first 20 financial Members of the SMSF Association who register and pay second release pricing ($1,350 per ticket) to attend the Technical Summit 2023 event.
Registration payment must be received in full to be eligible for the prize.
Entry to the offer will be automatic, and will be valid until 20 tickets are redeemed or until 5pm ACST, Tuesday 20 June 2023, whichever is first.
Winners will be determined by the order of registrations received by the SMSF Association.
Members who have registered to attend the Gala Dinner event only, and not the full Technical Summit event, are not eligible for the draw.
The winners will be contacted by the SMSF Association.
The prize is not transferable or redeemable for cash and cannot be transferred to any other person.
To redeem the prize, the SMSF Association will request the delegate to inform the full name of the guest attending the Gala Dinner.
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.
TECHNICAL SUMMIT CHEERS TO 20 YEARS DRAW
REGISTER BY 20TH MAY TO A CHANCE TO WIN 2 NIGHTS ACCOMMODATION AT THE STAR GRAND, GOLD COAST
The promoter is the SMSF Association.
The promotion is available to financial Members of the SMSF Association, who have registered to attend the Technical Summit 2023 event.
To enter the draw, participants must register for Technical Summit 2023 before 11:59pm AEST on Saturday 20 May 2023.
Entry to the draw will be automatic, and will comprise all members registered for Technical Summit 2023 prior to the above date, including those who have taken the Technical Summit 2023 National Conference offer or the Renewal Offer.
Registration payment must be received in full to be eligible for the draw.
Members who have registered to attend the Gala Dinner event only, and not the full Technical Summit event, are not eligible for the draw.
The draw for the winner of the 2-nights’ accommodation will take place on Monday 22 May 2023 at the SMSF Association Adelaide Head Office.
The winner will be contacted by the SMSF Association.
The prize is not transferable or redeemable for cash and cannot be transferred to any other dates. Winner may choose between 2 sets of dates: 25 – 27 July 2023 OR 26 – 28 July 2023.
Prize includes 2-nights’ accommodation only at The Star Grand, Gold Coast, valued at $578. Breakfast and incidentals are not included and must be covered by the winner at time of check-out.
Room type offered is at the SMSF Association discretion and hotel availability at time of booking. SMSF Association will book the accommodation on winner’s behalf.