Live technical workshop across Sydney, Melbourne, and Brisbane and a live streamed event reaching South Australia and Western Australia.
Live technical workshops across Brisbane, Sydney and Melbourne.
With an 11-year understanding of what SMSF professionals need, there is no group better placed to help you strengthen your market leading position within the SMSF industry and ensure you remain at the coalface with the most engaged and active SMSF professionals nationwide.
The highly acclaimed SMSF Adviser Technical Strategy Day is back live and in person this year across Sydney, Melbourne and Brisbane as well as livestream virtual event for South Australia and Western Australia. Networking Network with Australia’s most forward-thinking SMSF Professionals and business owners who will embrace new innovative products and services.
National exposure
Apart from the lead generation opportunities, you will benefit from valuable brand exposure throughout a 12-week marketing campaign delivered to the SMSF Adviser database.
Lead generation
A partnership will provide a platform to highlight the benefits of your business solutions, build excitement around your offering, and generate business.
The SMSF Adviser Technical Strategy Day is a go-to event for SMSF professionals seeking to stay ahead in a dynamic regulatory and strategic landscape. This full-day program features a high-impact agenda packed with expert-led sessions, delivering essential technical insights and practical strategies. Designed specifically for SMSF specialists, this event equips attendees with the critical knowledge needed to confidently support their clients and grow their practice.
Our range of experts will provide you with the tools to:
Keep up to date with major policy and regulatory changes for SMSFs
Navigate the generational wealth transfer and the unique planning needs of older clients
Prepare for a new world of potential traps and risks following the announcement of the $3million threshold
Manage complex SMSF property investment issues such as LRBAs, NALI and unit trusts
Navigate the new era of SMSF document management
It was a great way to hear more about changes or happenings to do with SMSFs and get you thinking about how to manage and implement these changes into your client service offering to SMSF clients.
I thought the agenda and the way in which it was organised including opportunities to speak to the ATO was excellent.
I was very happy with the content. Just keep addressing what is important right now. I’m sure it will still be about the new rules.
I thought the whole day was fantastic. Great topics and speakers. Quite an exhausting day but well worth it.
The highly acclaimed SMSF Adviser Technical Strategy Day returns live and in-person across Sydney, Melbourne and Brisbane in October 2026. Australia’s leading event in arming SMSF specialists with the knowledge to supercharge their business! In its 11th year running, this event has become the go-to destination for SMSF professionals seeking to stay on top of critical regulatory and legislative changes. This year’s event was especially important – with major adaptations advisers will need to adhere to for late 2023, attending the October event was key in terms of timing in the SMSF industry.
The Principal Partnership offers outstanding value with unrivalled brand exposure and involvement. Your brand will be highly visible in all marketing activity during a sustained 12-week multi-platform marketing campaign. Premium positioning and involvement during all state-based conferences puts you front and centre every step of the way.
Branding – Branded and referred to as ‘Principal Partner’ on the SMSF Technical Strategy Day 2026 event website
Branding – Unrivalled exposure through ‘Principal Partner’ branding throughout the marketing and communications campaign
Content – News story published on SMSF website about the partnership between the Principal Partner and the SMSF Technical Strategy Day 2026 with comments from your executive.
Branding – Company logo to appear on all promotional EDMs Branding – Principal Partner exhibition stands in each state
Branding – Principal Partner conference branding in each state
Networking – Five staff registrations per state
Speaking opportunity – 15 minutes dedicated and exclusive keynote session
Networking – 15 complimentary tickets for your brand to distribute for each year’s event
Branding – Your brand’s pull-up banner to be the only sponsor banner positioned on the main stage
Branding – Your brand to be the exclusive lanyard and name tag sponsor
Marketing resource – One Solus eDM sent to full event delegate distribution post-event
Exhibition – Premium exhibition floor space. Stand to be provided by your brand.
Branding – Your brand on relevant post-event videos and show reels
Branding – First option to maintain Principal Partnership for 2027
Media inclusions
Digital exposure – Advertorial published on the SMSF website and promoted out via 4x native position1 insertions
Audio exposure – Your company representative interviewed on the SMSF show, highlighting your business and giving insights on this rapidly evolving compliance landscape
Editorial exposure – News story published on ifa.co.au about the principal partnership between your brand and the event with comments from your executive
Solus EDM – One solus EDM sent to the SMSF email database post-event
Limited offering
Branding – Branded and referred to as ‘Platinum Partner’ on the SMSF Technical Strategy Day 2026 event website
Branding – Branded and referred to as “Platinum Partner” throughout the marketing and communications campaign
Branding – Company logo to appear on all event promotional EDMs Branding – Platinum Partner exhibition stand in each state Branding – Platinum Partner conference branding in each state
Networking – Three staff registrations per state
Speaking opportunity – Seat on a panel discussion
Networking – 10 tickets to give to selected financial advisers in each state (two additional tickets to the Sydney conference)
Branding – Two pull up banners
Marketing resource – One solus eDM sent to full event Delegate distribution post-event
Marketing resource – One solus eDM sent to the entire SMSF database.
Branding – First option to maintain Platinum Partnership for 2027
Media inclusions
Digital exposure – Advertorial published on the SMSF website and promoted out via 4x native position 2 insertions
Editorial exposure – News story published on ifa.com.au about the principal partnership between your brand and the event with comments from your executive
Branding – Branded and referred to as ‘Gold Partner’ on the SMSF Technical Strategy Day 2026 event website.
Branding – Branded and referred to as “Gold Partner” throughout the marketing and communications campaign
Branding – Company logo to appear on all event promotional EDMs Branding –Gold Partner exhibition stand in each state
Branding – Gold Partner conference branding in each state
Networking – Three staff registrations per state
Speaking opportunity – 5-minute pitch panel
Networking – Five tickets to give to selected advisers per state (2 additional tickets to the Sydney conference)
Branding – One pull up banners
Marketing resource – One solus eDM sent to full event delegate distribution post-event
Branding – Branded and referred to as ‘Event Partner’ on the SMSF Technical Strategy Day 2026 event website
Branding – Branded and referred to as “Event Partner” throughout the marketing and communications campaign
Branding – Company logo to appear on all event promotional EDMs Branding –Event Partner exhibition stand in each state
Branding – Gold Partner conference branding in each state
Networking – Two staff registrations per state
Branding – One pull up banners