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 TECHNICAL SUMMIT 2024 TERMS & CONDITIONS
REGISTRATION
  • All participants are required to officially register via the online registration form.
  • All Technical Summit 2024 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 2024 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 24 July and Thursday 25 July 2024

  • Entry to the SMSF Association Networking Function on Wednesday 24 July 2024

  • Entry to the SMSF Association Breakfast Session on Thursday 25 July 2024

  • 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, with exception of SMSF Association Breakfast Session on Thursday 25 July 2024.
  • On demand sessions after the event for limited time to be determined by the SMSF Association
REGISTRATION FEES

(Prices listed are per ticket and inclusive of GST)

SMSF Association National Conference Offer

Available to any paid National Conference 2024 attendee (in person or virtual) who is a current financial SMSF Association Member regardless of membership category.

Offer strictly available from 21 February 2024 – 1 March 2024.

$1,150

SMSF Association Membership Renewal Offer

Available to current financial SMSF Association Member regardless of membership category who register and pay for the Technical Summit 2024 Registration Fee at the time of Membership Renewal.

Offer strictly available from 19 March 2024 – 14 April 2024.

$1,150

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 strictly available from 27 May 2024 – 24 July 2024.

$1,150

SMSF Association Member Registration – Early Bird

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

Offer strictly available from 27 May 2024 – 23 June 2024.

$1,250

SMSF Association Member Virtual Registration

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

Offer available from 27 May 2024 – 23 August 2024.

$1,250

SMSF Association Member Registration – Standard Registration

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

Offer available from 24 June 2024 – 24 July 2024.

$1,550

New Member Special Early Bird Registration

(Technical Summit + Associate Membership until 31 March 2025)

Available to new SMSF Association members, from 27 May 2024 – 23 June 2024. Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$1,750

New Member Special Standard Registration

(Technical Summit + Associate Membership until 31 March 2025)

Available to new SMSF Association members, from 24 June 2024 – 1 July 2024. Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$2,050

Non-Member Registration

Available to Non-Members. Offer available from 27 May 2024 – 24 July 2024.

$2,350

Non-Member Virtual Registration

Available to Non-Members. Offer available from 27 May 2024 – 23 August 2024.

$2,350

SMSF Association Special Corporate Offer

Offered to Corporate Partners and available to current financial SMSF Association Fellow, Specialist, Associate and Retired Members.

Provided coupon code must be entered to redeem.

Offer strictly available from 5 July 2024 – 24 July 2024.

$1,250

New Member Special – Exclusive Partner Offer

(Technical Summit + Associate Membership until 31 March 2025)

Available through select Association partners to new SMSF Association members, from 5 July 2024 – 17 July 2024. Non-members who previously held membership with the SMSF Association are not eligible for this offer.

$1,725

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 24 June 2024 may be eligible to receive a full refund less a $250 administration fee.
  • Any cancellation received after 5:00pm (ACST) on Monday 24 June 2024 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 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].

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, subjected to availability. It can be found on the Technical Summit website or by clicking here.
  • Separate Terms & Conditions apply for accommodation bookings. Please refer to the Hyatt Regency Sydney accommodation page for detailed Terms and Conditions.
conditions of entry

Delegates are expected to act professionally and abide by the additional health and safety measures implemented by the Hyatt Regency Sydney. 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 2024 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
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 Technical Summit 2024 registration.
estate planning exchange: in-step with smsfs 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 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:

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: 6th May 2024 – 30 June 2024

$330

STEP Australia Member Registration

Available to financial STEP Australia Members.

Offer available from: 6th May 2024 – 30 June 2024

$330

 

Non-Member Registration

Available to all Non-Members.

Offer available from: 6th May 2024 – 30 June 2024

$550

CURRENT REGISTRATION FEES (PRICES LISTED ARE PER TICKET)
  • 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.
CURRENT REGISTRATION FEES (PRICES LISTED ARE PER TICKET)

Virtual Estate Planning Exchange: In-STEP with SMSFs registrations offer the following:

  • Access to all the sessions via the online platform until Sunday 14 July 2024.
payment method

Credit Card payment is required to complete your registration.
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.

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 22 May 2024 may be eligible to receive a full refund.
  • Any cancellation received after 5:00pm (AEST) on Wednesday 22 May 2024 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.