Technical Strategy Day 2025

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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 a ten 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.

Connect with the new wave.

Why partner with us?

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

Event overview

The SMSF Adviser Technical Strategy Day is back for its tenth year, delivering a jam-packed agenda with expertled sessions providing the critical information that SMSF specialists need to ensure themselves and their clients thrive.

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

Testimonials

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.

Profession

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.

Five state roadshow

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.

Get involved

Partnership Package

SMSF Adviser Technical Strategy Day partnership packages offers a full 360-degree media campaign with an unequivocal cut-through and exposure for your brand. As a partner, you will engage and connect with new brokers across a three-state roadshow event.

Principal Partnership Package

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.

Pre Event

Branding - Branded and referred to as the exclusive ‘Principal Partner’ throughout the event marketing and comms campaign, including website, editorial content, advertising, and socials.

Branding – Branded and referred to as ‘Principal Partner’ on the event website with click-through to your own website/landing page

Marketing resource – A company resource to be hosted on the SMSF Technical Strategy Day 2025 website

Marketing resource – Consenting delegate contact list | 600+

Marketing resource – ‘Welcome’ solus EDM sent to delegates pre-event (three days before the first conference).

Editorial exposure - News story published on smsfadviser.com.au about the principal partnership between your company and the event with comments from your executive

Content – 3 x SMSF Adviser articles produced by your company; Prime Creative Media to promote these in native format on a dedicated Discover page with additional native insertion sends in the newsletter

During Event

Speaking opportunity - 5-minute welcome introduction at the beginning of each conference

Exhibition – Premium Principal Partner positioning and exhibition booth in the exhibition hall / virtual booth

Branding – Principal Partner branding across all event promotion collateral at each live and virtual conference location

Branding – Principal Partner branding throughout the exhibition and conferences utilising digital slides

Networking – 2.5 hours of premium networking and engagement with SMSF Adviser event delegates

Exhibition – 4 pull-up banners for display at each location

Tickets – 5 staff registrations in each state plus 20 tickets to pass on to your partners

Principal Partnership Media Campaign

Our in-depth media partnership package is designed to strategically position your company over a sustained period in the build-up to this year’s Technical Strategy Day. Having dedicated and ongoing exposure across Australia’s leading SMSF publication gives you the opportunity to raise the profile of your key analysts/executives, reinforce your commitment and showcase your strategy in one of the fastest growing sectors of the market.

Media campaign

Direct Marketing – Solus EDM sent to event attendees post event

Organic Content – Opinion piece hosted on SMSF Adviser and amplified through daily newsletter (7 days) unpacking the event findings.

Broadcast Content – SMSF Adviser podcast to be recorded with company executive and SMSF Adviser editor, unpacking the learnings from the conference.

Digital Exposure – Choice of advertorial/ opinion piece/white paper published on the website – created by your company

Editorial exposure – News story published on smsfadviser.com about the partnership between your company and the event with comments from your executive

Digital Exposure – sustained eight-week advertising campaign throughout September and October on the SMSF email news bulletin in the best tower position available as we ramp up towards the event, package tailored.

Website advertising – two months in the Premium News Tile advertising position on smsfadviser.com

Platinum Partnership

Limited offering

Pre Event

Branding – Branded and referred to as ‘Platinum Partner’ on the SMSF Technical Strategy Day 2023 website and throughout corporate marketing and communications campaign (12 week intensive campaign)

Branding – Your company logo and bio to feature on the event website with URL click through to your own website/landing page

Marketing Resource – A company resource to be hosted on the event website

Branding – Platinum Partner branding across all event promotion collateral at each conference location and throughout the exhibition and conference hall

During Event

Networking – 5 minute sponsor spotlight sessions talking to entire audience – both venues

Exhibition – Platinum Partner positioning and exhibition booth in the exhibition hall / virtual booth

Exhibition – 2 pull-up banners at each conference location

Tickets – 3 staff registrations in each state conference

Tickets - 10 tickets to pass on to your partners (total).

Branding – First option to maintain Platinum partnership for 2024

Platinum Partnership Media Campaign

Our in-depth media partnership package is designed to strategically position your company over a sustained period in the build-up to this year’s Technical Strategy Day. Having dedicated and ongoing exposure across Australia’s leading SMSF publication gives you the opportunity to raise the profile of your key analysts/executives, reinforce your commitment and showcase your strategy in one of the fastest growing sectors of the market.

Media campaign

Audio exposure – Your companies representative interviewed on the SMSF Adviser show, highlighting your business and giving insights on this rapidly evolving compliance landscape

Editorial exposure - News story published on smsfadviser.com about the partnership between your company and the event with comments from your executive

Digital Exposure – Sustained eightweek advertising campaign throughout September & October on the SMSF email news bulletin in the 2nd best tower position available as we ramp up towards the event, package tailored.

Website advertising – Two months in the Super Banner advertising position on smsfadviser.com

Digital exposure – Advertorial published on the SMSF website and promoted out via 4x native position 2 insertions

Solus EDM – 1x solus EDM sent to the SMSF 22,000 email database post event

Gold Partnership

Pre Event

Branding – Branded and referred to as ‘Platinum Partner’ on the SMSF Technical Strategy Day 2023 website and throughout corporate marketing and communications campaign (12 week intensive campaign)

Branding – Branded and referred to as ‘Gold Partner’ throughout marketing and communications campaign (12 week campaign)

During Event

Exhibition – Gold Partner positioning, exhibition booth and unrivalled exhibition space at each conference location

Networking – 2.5 hours of premium networking and engagement with delegates

Tickets – 2 staff registrations in each state conference location

Tickets – 5 tickets to pass on to your partners.

Exhibition – 1 pull-up banner at each conference location

Branding – First option to maintain Platinum partnership for 2024

Gold Partnership Media Campaign

Our in-depth media partnership package is designed to strategically position your company over a sustained period in the build-up to this year’s Technical Strategy Day. Having dedicated and ongoing exposure across Australia’s leading SMSF publication gives you the opportunity to raise the profile of your key analysts/executives, reinforce your commitment and showcase your strategy in one of the fastest growing sectors of the market.

Media campaign

Audio exposure – Your companies representative interviewed on the SMSF Adviser show, highlighting your business and giving insights on this rapidly evolving compliance landscape

Editorial exposure - News story published on smsfadviser.com about the partnership between your company and the event with comments from your executive

Digital Exposure – sustained eight-week advertising campaign throughout September & October on the SMSF email news bulletin in a tower position available as we ramp up towards the event, package tailored.

Website advertising – two months in the MREC advertising position on smsfadviser.com

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