DELEGATE REGISTRATION FORM


We welcome your registration for the SMSF Association National Conference 2026.  It is important to read all the information on the website before you commence. Please note all prices quoted are in Australian dollars (AU$) and are inclusive of goods and services tax (GST). 

INSTRUCTIONS FOR REGISTRATION

  • All information should be typed in upper and lower case (eg John Smith)
  • Please use the ‘Tab’ key to move from one field to the next 
  • As you complete the details on each page, click ‘Next’ to proceed to the next section
  • You will have the opportunity to review and edit your registration details before the final stage of confirmation and payment
  • Google Chrome and Microsoft Edge are the preferred platforms for use of the form


MEMBER 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, please contact the SMSF Association on (08) 8205 1950 or email memberservices@smsfassociation.com. Members who have not renewed their membership for the 2025/26 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 2025/26 membership in full. 

 

NOTE: For registrations made less than 30 days prior to the event (on or after Friday 16 January 2026), credit card is the only payment option available. 

Data Privacy & Consent

As part of the registration process we will collect your personal data and need your consent to be able to use it as per the privacy policy of SMSF Association (click here to view) and WALDRONSMITH Management (click here to view).

If you do not give consent for your details to be used, you cannot register for the conference and you will be redirected to the conference website.

By completing your registration, you agree that the SMSF Association may use your personal data and share details with some of the event partners to facilitate your participation for this event only. 

Additionally, by registering for this event the SMSF Association and WALDRONSMITH Management reserves the right to collect and provide your contact details to authorities for the purposes of contact tracing and any relevant government requirements.

option required

Delegate list

A delegate list will be provided electronically to the Platinum sponsors. The list will include name, organisation, email, mobile number and state/country for delegates who have consented to this information being included and have registered at the time of distribution. If you do not wish to have your details on the list and/or app, please indicate below:

option required

PROMOTIONAL CODE

Please enter the promotional code provided by the SMSF Association below. If you do not have a promotional code, please leave blank and click on next to continue. 

REGISTRATION OPTIONS

It is important you read all of the information on the Conference website before you contact the Conference Office.

Please note all prices quoted are in Australian dollars and are inclusive of GST.

If a registration is made less than 30 days prior to the Conference (Friday 16 January 2026) credit card is the only payment option available. A 1% surcharge applies to Visa and Mastercard payments and 1.5% surcharge for American Express payments.

Member 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.

Click on the 'i' icon for a full list of fees and inclusions.

 

AMOUNT
2,115.00
TOTAL
AMOUNT
2,245.00
TOTAL
AMOUNT
2,575.00
TOTAL
AMOUNT
3,430.00
TOTAL
AMOUNT
2,115.00
TOTAL
AMOUNT
2,900.00
TOTAL
AMOUNT
3,244.50
TOTAL
AMOUNT
2,575.00
TOTAL
AMOUNT
2,245.40
TOTAL

New member declaration

I hereby apply to become a member of the SMSF Association and agree to disclose any further information required by the Association.

I declare that all information supplied in this application is true and correct.

I declare that in the past 10 years, I have not been:

1. Convicted of a criminal or serious civil offence, or been subject to any disciplinary action under the Corporations Act, the Superannuation Industry (Supervision) Act 1993, Income Tax Assessment Act or Financial Services Reform Act.

2. Subject to any disciplinary action or investigations by a professional association or regulatory body, nor have I had any restrictions or disqualifications imposed on my professional status by any professional association or regulatory body.

3. Declared bankrupt in my personal capacity, or operated as an officer of a corporate entity which has been declared insolvent, either in Australia or elsewhere.

Furthermore, I declare that no other matter exists that could impact on whether I am a fit and proper person of good fame, integrity, and character. If such a matter does apply, I have fully disclosed it to the SMSF Association. I understand that the Association has sole discretion to determine whether I am fit and proper to hold membership.

Once admitted to membership, I agree to pay all membership fees within 14 days of notification. I understand that my membership may cease if the fees are not paid by the due date.

I acknowledge that I am required to comply with the SMSF Association Constitution, Code of Professional Conduct and Disciplinary Procedures, Rules and Conditions relevant to my membership status, CPD Policy, requirements of the Quality Review Program, and Privacy Policy, all available at www.smsfassociation.com.

I acknowledge that I have appropriate Professional Indemnity Insurance relevant to the SMSF products and or services that I offer.

I agree not to use the Specialist designations, or in any way hold out to be a Specialist Member, until obtaining Specialist Member accreditation.

PRINTED CONFERENCE WORKBOOK

For 2026, the SMSF Association will continue to look into ways in which we can be more sustainable and minimise our wastage.

With this in mind, we are asking attendees to nominate whether they wish to receive a printed copy of the full Conference workbook. Access to a soft copy will be made available online to all delegates. 

DELEGATE INFORMATION

Conference Name Badge

Please advise of your preferred first name and last name to be printed on your Conference name badge:

Dietary Requirements

Please advise of any special dietary requirements you may have (eg kosher or halal meals). If none, please leave blank.

Please indicate any current registrations

FELLOW'S FUNCTION

The Fellow's Function will be held on Tuesday 17 February from 5.30pm-7.30pm at the Adelaide Convention Centre.

Please indicate below your attendance to this function. If attending, please ensure your travel plans allow you to arrive early for this function.

THOUGHT LEADERSHIP BREAKFAST

 

The SMSF Association Thought Leadership Breakfast presented by Class will be held on Wednesday 18 February from 8.00am-10.00am at the Adelaide Convention Centre, prior to the official Conference opening. The Breakfast is an optional session and is not included within the registration package. Numbers for the breakfast are limited so we encourage you to book early.  Please tick below to purchase your ticket.

For more information on the Breakfast please visit the Conference website.

Please ensure your travel plans allow you to arrive for the early start of the Breakfast on Wednesday morning.

AMOUNT
99.00
TOTAL

SPECIALIST ONLY SESSION

The Specialist only session will be held on Wednesday 18 February from 8.30am-10.00am at the Adelaide Convention Centre, prior to the official Conference opening. Please tick below to confirm your attendance.

For more information on this session please visit the Conference website.

Please ensure your travel plans allow you to arrive for the early start of the session on Wednesday morning.

SMSF ASSOCIATION WORKSHOPS

The SMSF Association National Conference 2026 program will offer the six workshops listed below that will run in conjunction with the concurrent sessions. Further information on the workshops can be found by clicking the 'i' next to the workshop name below.

Important notes 

  • To ensure fair access, each delegate may register for only one workshop.
  • All workshops will be recorded and made available for on-demand viewing after the event.
  • Workshops will not have waitlists. If a session is full, there will be an option to register onsite at the Information Desk, where you can check availability.
  • Workshop attendance is optional; you are not required to register if you do not wish to attend. In this instance please click 'I do not wish to book a workshop' below and submit the form at the bottom of this page. 
  • To register, please select your preferred workshop from the list below and click 'Submit' at the bottom of the page.

     

Workshop 2D - Keeping Pace with Contribution Strategies

Speaker: Jemma Sanderson, Director, Cooper Partners Financial Services Pty Ltd

Workshop 2E - Untangling Related Party Transactions

Speakers:
Mark Ellem, Head of Education (SMSF), Accurium
Anthony Cullen, Senior SMSF Educator, Accurium

Workshop 4D - Pension Failures: Fixing the fallout

Speakers:
Lyn Formica, Head of Education & Content, Heffron
Annie Dawson, Senior SMSF Technical Specialist, Heffron

Workshop 4E - Protecting Trust: Elder and Financial Abuse

Speaker: Anna Hacker, Client Director - Estate Planning, Pitcher Partners

Workshop 6D - Estate Planning: Legal and Practical Realities

Speakers:
Clinton Jackson, Partner, Cooper Grace Ward Lawyers
Tim Miller, SMSF Technical & Education Manager, Smarter SMSF

Workshop 6E - SMSFs & Difficult Valuations

Speakers:
Shirley Schaefe, Partner, BDO
Tenille Ireland, Director, BDO

SOCIAL FUNCTIONS

The following social functions are included in your registration. To assist us with our planning, please tick the boxes below to indicate your intention to attend. Guest tickets may also be purchased by entering the number of tickets required below. For more information please visit the Conference website.

La Trobe Financial Welcome Reception, Wednesday 5:55pm-7:55pm

AMOUNT
105.00
TOTAL

Global X ETFs Networking Function, Thursday 5:40pm-7:40pm

AMOUNT
115.00
TOTAL

Coinstash Final Day Luncheon, Friday, 12:45pm-2:30pm

AMOUNT
105.00
TOTAL

WELLNESS SESSIONS

Start your day with our complimentary yoga sessions which are a great way to focus your mind and body ready for the day ahead. To confirm your place please tick below.

Yoga, Thursday 7:00am-7:45am

Yoga, Friday 7:00am-7:45am

ACCOMMODATION

Accommodation is now subject to availability, our accommodation options can be found on the website. if you would like to request a booking, please email the Congress Office.

PLEASE NOTE:

  • A valid credit card number must be provided to secure your booking. The card detailed will be shared with the hotel as a guarantee of your booking. 
  • You are responsible for settling your room and incidental expenses direct with the hotel.   
  • Please note the terms and conditions for cancellation (or reduction by one or more nights) or no-shows for each hotel when considering your options. If applicable, it is noted in the terms and conditions if a hotel requires a one night’s deposit paid in advance; if so, this will be charged to your nominated credit card.

CHANGE OF BOOKING
To make a subsequent change or to cancel your booking, notification must be made via email to the Conference Office.  Verbal changes or cancellations cannot be accepted nor will the hotels accept any changes direct.

Please click on 'Next' to continue with your registration. 

REGISTRATION QUERIES / ADDITIONAL REQUIREMENTS

Registration Queries

Please note below any questions relating to your registration and a member of our Delegate Services Team will contact you directly.

Additional Requirements

If you have any additional requirements (e.g. wheelchair access), please advise us below. If none, please leave blank.

ONSITE EMERGENCY CONTACT DETAILS

To ensure delegate safety, please provide emergency contact details below:

REGISTRATION SUMMARY

 

Please review your registration details below carefully. Should you wish to make changes, click ‘Edit’ on the section(s) you wish to change. 

Once you are satisfied the below information reflects your registration requirements, please review the Cancellation and Refund Terms and Conditions and indicate your agreement to these below. You will then proceed to the payment page.

 

Terms and Conditions

TERMS AND CONDITIONS

Please click here to view a copy of the registration terms and conditions and indicate below your acceptance of these.

REGISTRATION PAYMENT

Online registrations can be paid by credit card (Visa/Mastercard/American Express) or by electronic funds transfer. If a registration is made less than 30 days prior to the event (on or after Friday 16 January 2026), credit card is the only payment option available. Participation is not confirmed until full payment is received.

PAYMENT OPTIONS

Electronic Funds Transfer (EFT)
If you would like to pay by electronic funds transfer (bank transfers) please select the 'EFT Payment' option below.  A tax invoice will be generated and emailed to you immediately with your registration confirmation email. Bank account details for payment of the due amount will be included on the invoice.

Please use your full name or invoice number as a reference. To ensure prompt processing of your payment, please email your payment remittance advice to the Conference office.

All payments are to be made in Australian dollars. All bank fees incurred with electronic funds transfer, whether international or national, are at your expense.  

Credit Card
Visa/Mastercard/American Express are accepted. Please note a 1% surcharge applies to Visa and Mastercard payments and 1.5% surcharge for American Express payments. 'WALDRONSMITH Management (Aust)' will appear on your credit card transaction statement. 

 

THANK YOU

Thank you for registering for the SMSF Association National Conference 2026. Your registration and payment details have been forwarded to the Conference Office and you will receive confirmation via email shortly. 

If you have any queries regarding your registration, please contact the Conference Office:

WALDRONSMITH Management
119 Buckhurst Street
South Melbourne VIC 3205 Australia
T  +61 3 9645 6311  
E smsfnc@wsm.com.au 
W www.smsfassociation.com/conference 

 

 

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