DELEGATE REGISTRATION FORM


We welcome your registration for the SMSF Association National Conference 2025.  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 2024/25 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 2024/25 membership in full. 

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 shared with our Platinum & Gold sponsors. The list will include the name, organisation, email, mobile number, city and state/country of delegates who have consented to their information being included on the list and have registered at the time of distribution. Please indicate below if you wish to be included (or not) on the list:

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

Please note all prices quoted are in Australian dollars (AU$) and are inclusive of goods and services tax (GST). 
Early Bird registration will close Friday 6 December 2024. Following this date standard registration fees will apply.
Click on the 'I' icon for a full list of fees and inclusions.

 

AMOUNT
2,075.00
TOTAL
AMOUNT
2,180.00
TOTAL
AMOUNT
2,820.00
TOTAL
AMOUNT
2,500.00
TOTAL
AMOUNT
3,150.00
TOTAL
AMOUNT
2,075.00
TOTAL
AMOUNT
3,330.00
TOTAL
AMOUNT
2,500.00
TOTAL
AMOUNT
2,180.00
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 2025, 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 18 February from 5.30pm-7.30pm at The Courtyard, Melbourne Convention & Exhibition 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 19 February from 8.00am-10.00am, 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 19 February from 8.30am-10.00am, 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 2025 program will offer the six workshops listed below that will run in conjunction with the concurrent sessions. 

Please find further information on each of the workshops below. Click on the ‘I’ icon for a summary of the workshop. 


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.
  • To register, please select your preferred workshop from the list below.

     

Workshop 2D - Maximising SMSF Contributions: A deep dive into strategic opportunities

Speaker: Tim Miller, SMSF Technical & Education Manager, Smarter SMSF

Workshop 2E - Understanding NALI & NALE: The new rules in practice

Speaker: Lyn Formica, Head of Education & Content, Heffron

Workshop 4D - Cracking the Code: Mastering aged care fees for self-funded retirees

Speaker: Louise Biti, Director, Aged Care Steps

Workshop 4E - Ownership Matters: Ensuring clear title and asset compliance in SMSFs

Speaker: Naomi Kewley, Managing Director, Peak Super Audits

Workshop 6D - Pensions Galore: A collective exploration of SMSF strategies

Speaker: Mark Ellem, Head Of Education (SMSF), Accurium

Workshop 6E - The Super Legacy: Avoiding disputes and managing death benefits

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

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.

Welcome Reception, Wednesday 19 February 2025, 5.55pm - 7.55pm

Proudly sponsored by

AMOUNT
105.00
TOTAL

Networking Function, Thursday 20 February 2025, 5.30pm-7.30pm

Proudly sponsored by

AMOUNT
115.00
TOTAL

Final Day Luncheon, Friday 21 February 2025, 1.00pm-2.30pm

AMOUNT
105.00
TOTAL

WELLNESS SESSION

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 20 February 2025, 7am - 8am

Yoga, Friday 21 February 2025, 7am - 8am

ACCOMMODATION

Accommodation options are available for your selection within walking distance of the Conference venue. More information about the options can be found on the website. We encourage you to secure your booking(s) early.

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 below if a hotel requires a one night’s deposit paid in advance; if so, this will charged to your nominated credit card.
  • Accommodation is held from Tuesday 18 February to Friday 21 February 2025. If you require dates outside of this period, please note your preferred dates in the 'Special Requirements' section. The Delegate Services Team will contact the hotel direct and advise you of availability


DEADLINES
The hotels impose strict release dates of 30 days prior to arrival, so any bookings made after Friday 17 January 2025 will be subject to availability.

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.

ACCOMMODATION NOT REQUIRED? 
Please tick the relevant box below then click on 'Next' to continue through the registration process. 

Accommodation

Novotel Melbourne South Wharf
Novotel Melbourne South Wharf
Novotel Melbourne South Wharf
  1. Novotel Melbourne South Wharf
  2. Novotel Melbourne South Wharf
  3. Novotel Melbourne South Wharf
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Novotel Melbourne South Wharf

The hotel is located on the historic South Wharf promenade with direct access to the Melbourne Convention and Exhibition Centre. Novotel South Wharf is adjacent to the DFO center with 180+ retail brands. Accommodation rooms have comfortable bedding and floor to ceiling windows with views across the city or Port Philip Bay. There is high speed wifi, a smart TV and bedside USB power. Bathrooms feature walk-in showers and fair trade amenities.

0.5 km from Melbourne Convention and Exhibition Centre (approx. 9 mins walk)

Photos Terms and conditions

Terms and conditions

The credit card provided will be charged one night’s stay 30 days prior to arrival, full payment is required on check-in. Cancellations received within 30 days of arrival will be charged a cancellation fee equal to one night's stay. Cancellations received between 14 – 0 days from arrival or non-arrival at the hotel (no show) will be charged a cancellation fee equal to the entire length of stay. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $275 per room per night (room only)
  • FULL
    Room Description
    $315 per room per night (room only)
AC Hotel by Marriott Melbourne Southbank
AC Hotel by Marriott Melbourne Southbank
AC Hotel by Marriott Melbourne Southbank
  1. AC Hotel by Marriott Melbourne Southbank
  2. AC Hotel by Marriott Melbourne Southbank
  3. AC Hotel by Marriott Melbourne Southbank
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AC Hotel by Marriott Melbourne Southbank

AC Hotel Melbourne Southbank is a design hotel with meticulous attention to detail, providing exactly what guests need and nothing you don’t. It is a short walk to the Melbourne Convention and Exhibition Centre. Hotel rooms are free of clutter, designed to provide plenty of free surfaces to enjoy the space. Rooms include modern amenities and stunning views of the Melbourne skyline. There is complimentary espresso coffee and premium bath amenities. Wifi is included in all rooms. There is an onsite restaurant and bar, a state-of-the-art AC Fitness Centre, and infinity pool.

1.0 km from Melbourne Convention and Exhibition Centre (approx. 14 mins walk)

Photos Terms and conditions

Terms and conditions

Cancellations received between 30 – 15 days of arrival will be charged a cancellation fee equal to the value of one night’s stay. Cancellations received between 14 – 0 days from arrival or non-arrival at the hotel (no show) will be charged a cancellation fee equal to the entire length of stay. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $240 per room per night (room only)
Oakwood Premier Melbourne
Oakwood Premier Melbourne
Oakwood Premier Melbourne
  1. Oakwood Premier Melbourne
  2. Oakwood Premier Melbourne
  3. Oakwood Premier Melbourne
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Oakwood Premier Melbourne

Located at the fringes of Melbourne City, Oakwood Premier Melbourne combines the conveniences of a hotel with the modern comforts of serviced apartments. Set within a 40-storey tower, the accommodation is styled and furnished with state-of-the-art in-room technology that caters to the modern traveller. The hotel has an in-house breakfast restaurant, a Lobby Bar offering light refreshments and evening cocktails, plus 24-hour room service. There is a fitness centre, games room, and numerous outdoor areas, each overlooking the city, Port Philip Bay and Melbourne's surrounds. Studio rooms are located on levels 7 to 29 and feature plush bedding, a 55-inch TV with Google Chromecast, a luxurious rain shower, digital concierge tablet and a Nespresso coffee machine. One bedroom apartments are located on levels 7 to 29 and feature a spacious floor plan and high-quality finishes. There is a separate living room and fully-equipped kitchen with sleek stone

1.0 km from Melbourne Convention and Exhibition Centre (approx. 13 mins walk)

Photos Terms and conditions

Terms and conditions

The credit card provided will be charged one night’s stay 30 days prior to arrival, full payment is required on departure from the hotel. Cancellations received between 30 – 15 days of arrival will be charged a cancellation fee equal to the value of one night’s stay. Cancellations received between 14 – 0 days from arrival or non-arrival at the hotel (no show) will be charged a cancellation fee equal to the entire length of stay. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $290 per room per night (room only)
  • FULL
    Room Description
    $250 per room per night (room only)
Crowne Plaza Melbourne
Crowne Plaza Melbourne
Crowne Plaza Melbourne
  1. Crowne Plaza Melbourne
  2. Crowne Plaza Melbourne
  3. Crowne Plaza Melbourne
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Crowne Plaza Melbourne

Crowne Plaza is located on the riverfront within a 2 minute walk of the Melbourne Convention & Exhibition Centre. Accommodation rooms offer natural light and high speed internet. The hotel has an onsite restaurant and bar and is within walking distance of dining and shopping options. There is a fitness centre with state-of-the-art equipment and a rooftop swimming pool.

0.2 km from Melbourne Convention and Exhibition Centre (approx. 3 mins walk)

Photos Terms and conditions

Terms and conditions

The credit card provided will be charged one night’s stay 30 days prior to arrival, full payment is required on check-in. Cancellations received between 30 – 15 days of arrival will be charged a cancellation fee equal to the value of one night’s stay. Cancellations received between 14 – 0 days from arrival or non-arrival at the hotel (no show) will be charged a cancellation fee equal to the entire length of stay. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $290 per room per night (room only)
Crown Metropol Melbourne
Crown Metropol Melbourne
Crown Metropol Melbourne
  1. Crown Metropol Melbourne
  2. Crown Metropol Melbourne
  3. Crown Metropol Melbourne
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Crown Metropol Melbourne

Crown Metropol is conveniently located adjacent to the Crown Entertainment Complex, Crown Towers hotel and Crown Promenade Hotel. Melbourne’s vibrant Southbank precinct, Docklands, the Melbourne Convention and Exhibition Centre and Docklands are just a short walk away. Hotel facilities include Isika, exclusive day spa, 28, exclusive lounge and sky bar, swimming pools, indoor sun-deck, and gymnasium.

0.5 km from Melbourne Convention and Exhibition Centre (approx. 7 mins walk)

Photos Terms and conditions

Terms and conditions

Cancellations received within 30 days of arrival will be charged a cancellation fee equal to one night’s accommodation rate. Non arrival at the hotel (no shows) will be charged a cancellation fee equal to one night's accommodation rate. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $340 per room per night (room only)
Crown Promenade Melbourne
Crown Promenade Melbourne
Crown Promenade Melbourne
  1. Crown Promenade Melbourne
  2. Crown Promenade Melbourne
  3. Crown Promenade Melbourne
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Crown Promenade Melbourne

Crown Promenade is a modern hotel located within walking distance of Melbourne’s CBD offering city views and friendly service. Accommodation rooms are stylish yet functional, comfortably furnished with floor to ceiling windows, offering a range of bathroom amenities and in-room facilities. Complimentary internet access and high definition television with cable and on-demand movies are included in each room. The hotel has an indoor swimming pool and state-of-the-art gymnasium.

0.5 km from Melbourne Convention and Exhibition Centre (approx. 7 mins walk)

Photos Terms and conditions

Terms and conditions

Cancellations received within 30 days of arrival will be charged a cancellation fee equal to one night’s accommodation rate. Non arrival at the hotel (no shows) will be charged a cancellation fee equal to one night's accommodation rate. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $320 per room per night (room only)
Pan Pacific South Wharf Melbourne
Pan Pacific South Wharf Melbourne
Pan Pacific South Wharf Melbourne
  1. Pan Pacific South Wharf Melbourne
  2. Pan Pacific South Wharf Melbourne
  3. Pan Pacific South Wharf Melbourne
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Pan Pacific South Wharf Melbourne

The Pan Pacific hotel is located on the waterfront at South Wharf, adjacent to the Melbourne Convention and Exhibition Centre. Rooms come with spectacular views of Port Philip Bay through floor to ceiling windows. Bathrooms feature a separate walk-in shower and bathtub. Facilities include a 55” LED television, tea and coffee making facilities, and complimentary high speed internet access. There is a fully equipped fitness centre with 24 hour access.

0.3 km from Melbourne Convention and Exhibition Centre (approx. 1 min walk)

Photos Terms and conditions

Terms and conditions

Cancellations received between 30 – 15 days of arrival will be charged a cancellation fee equal to the value of one night’s stay. Cancellations received between 14 – 0 days from arrival or non-arrival at the hotel (no show) will be charged a cancellation fee equal to the entire length of stay. Please note: any cancellations and amendments made within 30 days prior to arrival will incur cancellation fees.

  • FULL
    Room Description
    $319 per room per night (room only)
  • FULL
    Room Description
    $319 per room per night (room only)
Waterfront Melbourne Apartments
Waterfront Melbourne Apartments
Waterfront Melbourne Apartments
  1. Waterfront Melbourne Apartments
  2. Waterfront Melbourne Apartments
  3. Waterfront Melbourne Apartments
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Waterfront Melbourne Apartments

Waterfront Melbourne Apartments offer fully furnished, individually decorated apartments with stunning views of the Yarra River or the city. Facilities included well equipped kitchens and laundry facilities, a balcony with outdoor seating, pool and gym. The property is within easy access of the Melbourne Convention and Exhibition Centre.

0.5 km from Melbourne Convention and Exhibition Centre (approx. 7 mins walk)

Photos Terms and conditions

Terms and conditions

Cancellations received between 7 – O days from arrival or non-arrival at hotel (no show) will be charged a cancellation fee equal to the value of one night’s stay.

  • FULL
    Room Description
    $229 per room per night (room only)

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. Please note if a registration is made less than 30 days prior to the event (on or after Friday 17 January 2025) 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 'Payment by Invoice' 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.  

EFT payment should be processed within 14 days from the date of your registration.

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.

 

THANK YOU

Thank you for registering for the SMSF Association National Conference 2025. 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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