STEP South Australia

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

STEP South Australia provides a forum in which professionals from different professions (law, accounting and financial planning) can collaborate and share knowledge and experience.  The areas of expertise of our members span taxation, trusts and equity, estates and succession planning, and dispute resolution.  There is particular interest and expertise in business families succession issues, through the Business Families Special Interest Group.

We aim to provide education in three main areas:

  • Trust law and equity
  • Estates and succession planning
  • Australian and State taxation issues concerning trusts, including superannuation funds

All of our events include networking opportunities after each presentation.

Most events are held in the early evenings and consist of lectures or panel discussions, covering both practical and theoretical/jurisprudential issues.  The presenters usually provide a written paper.

We also hold ‘Pop Up Discussion Groups’, which allow more informal and in depth discussion of recent lectures, cases or articles.  Attendees are encouraged to contribute to the discussion, and attendee numbers are limited.

The Annual Trusts Symposium is our showcase event each year.  The Symposium, which is primarily concerned with trust law, has become a ‘must attend’ event for many practitioners.  Speakers have included superior court judges, academics and leading lawyers.  For further details, see here.

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Committee Members

Richard Ross-Smith

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Richard Ross-SmithChair

South Australian Bar
Donna Benge TEP

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Donna Benge TEPCo-Vice Chair / Branch Secretary

Piper Alderman
Adeline Lim TEP

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Adeline Lim TEPCo-Vice Chair

Australian Executor Trustees Ltd
Stephen Thiele TEP

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Stephen Thiele TEPTreasurer

Seta Pty Ltd
Adrian Cartland

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Adrian CartlandCommittee Member

Cartland Law
Mark Evans

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Mark EvansCommittee Member

PKF Adelaide
Michael Fox TEP

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Michael Fox TEPCommittee Member

KMT Wealth Strategies
Rod Jones

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Rod JonesCommittee Member

Piper Alderman
Rod Luker TEP

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Rod Luker TEPCommittee Member (ex-Officio)

Hume Taylor & Co
Ian McFarlane

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Ian McFarlaneCommittee Member

CMS Private Advisory
Harry Patsias

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Harry PatsiasCommittee Member

Wallmans Lawyers
David Wright

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David WrightCommittee Member

University of Adelaide

STEP South Australia Events

Date Event Venue
Tuesday 20 October 2020 Emerging TEP Professionals Seminar

Emerging Professionals Seminar

“Session 1: Trust Basics – Roles”

Henry Davis of  Cartland Law

Ticket Purchase

Brochure

Duke of Brunswick Hotel, 207 Gilbert Street, Adelaide

Wednesday 25 November 2020 Christmas

Members Christmas Dinner

Adelaide Convention Centre
Tuesday 1 December 2020 Seminar

Seminar

“PUDG Probate Rules – Changes and Hiccups”

Presenter To Be Announced

To Be Announced
Friday 5 March 2021 STEP South Australia Trusts Symposium 2021

Adelaide Oval

Contact Us

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Secretariat