STEP New South Wales

We welcome all professional advisers, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients.

Our STEP New South Wales branch enjoys membership from legal, accounting, financial services, trust company and judicial backgrounds.  We welcome all professional advisers, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients. We are committed to building strong links between our local, national and international STEP colleagues.

The branch meets every month from February to November at 5.30 p.m., usually on the third Wednesday of the month in the Banco Court, for a lecture or panel discussion followed by networking with light refreshments.  It has been said that our lectures are of a high calibre and directly relevant to professional practice.  Networking brings our members together in sharing ideas and opportunities.

Discussions span wills and succession matters, estate planning and estate administration, discretionary and unit trusts, asset protection, taxation of trusts, superannuation, and financial planning.

Committee Members

Peter Bobbin TEPChair

Argyle Lawyers

Tim Kelly TEPTreasurer

Crowe Horwath

Louise McBride TEPMembership Officer

Wentworth Chambers

Neil Wickenden TEPEvents Officer

HLB Mann Judd

The Hon. Philip Hallen TEPCommittee Member

Supreme Court of New South Wales

Michelle Johnson TEPCommittee Member

Lawyer

Phillip McGowan TEPCommittee Member

de Groots Wills & Estate Lawyers

Richard Neal TEPCommittee Member

Teece Hodgson & Ward

Pamela Suttor TEPCommittee Member

L Rundle & Co

Mary Wickenden TEPBranch Administrator

Chris Young TEPCommittee Member

Wilkinson Throsby & Edwards

STEP New South Wales Events

Date Event Venue
Wednesday 15 February 2017 Seminar

Issues with the use of ADR in Will Disputes

Ian Davidson SC

Banco Court, Supreme Court of NSW
Wednesday 22 March 2017 Seminar

Super Taxes You Need to Know & Death Estate Planning Strategies under the New $1.6m Pension Cap Rules

Ben Symons

Banco Court, Supreme Court of NSW
Wednesday 19 April 2017 Seminar

Estate planning – the capital gains tax implications

Philip de Haan

Banco Court, Supreme Court of NSW
Wednesday 17 May 2017 Seminar

Being tax ready with non-resident beneficiaries of family trusts

Michael Bennett

Banco Court, Supreme Court of NSW
Wednesday 21 June 2017 Seminar

Stamp duty, Land Tax and Deceased Estates

Andrew Rider

Banco Court, Supreme Court of NSW
Wednesday 19 July 2017 Seminar

Trusts – A 21st Century Look at a Centuries Old Planning Tool [A look at how easy it is to get it wrong, but the simple rules for getting it right]

Peter Bobbin TEP

Banco Court, Supreme Court of NSW
Wednesday 16 August 2017 Seminar

Topic and speaker to be confirmed

Banco Court, Supreme Court of NSW
Wednesday 20 September 2017 Seminar

Topic to be confirmed

Allan Cameron

HLB Mann Judd, Level 19, 207 Kent Street, Sydney
Wednesday 18 October 2017 Seminar

Topic and speaker to be confirmed

Argyle Lawyers, Level 18, 50 Bridge Street, Sydney
Wednesday 22 November 2017 Seminar

Topic and speaker to be confirmed

Banco Court, Supreme Court of NSW

Contact Us

Branch correspondence address:

Mary Wickenden, Branch Secretary, PO Box No R792, Royal Exchange  NSW 1225

Email Branch Secretary

Email Branch Chair