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.

Committee Members

Rod Luker TEPChair

Hume Taylor & Co

Richard Ross-SmithVice Chair

South Australian Bar

Julie Van der Velde TEPVice Chair

VdV Legal

Connie Parkinson TEPSecretary

Carpenter & Associates

Stephen Thiele TEPTreasurer

Seta Pty Ltd

Gaetano Aiello TEPCommittee Member

Treloar & Treloar

Donna Benge TEPCommittee Member

Piper Alderman

Fiona Fagan TEPCommittee Member

Tindall Gask Bentley

Christina Flourentzou TEPCommittee Member

Supreme Court of South Australia

Michael Fox TEPCommittee Member

KMT Wealth Strategies

Rod Genders TEPCommittee Member

Genders and Partners

Adeline Lim TEPCommittee Member

Australian Executor Trustees Ltd

Campbell Rankine TEPCommittee Member

Campbell Rankine

David WrightCommittee Member

University of Adelaide

STEP South Australia Events

Date Event Venue
Friday 10 March 2017 7th Annual Trusts Symposium

The 7th Annual Trusts Symposium, presented by STEP South Australia branch in conjunction with the Law Society of South Australia

Hilton Adelaide Ballroom, Victoria Square, Adelaide
Thursday 11 May 2017 STEP South Australia Branch Annual General Meeting Naval Military and Air Force Club, Adelaide
Thursday 11 May 2017 Lecture

Practical blue sky thinking from recent trust law developments

(Lecture with Q&A)

Naval Military and Air Force Club, Adelaide
Tuesday 20 June 2017 Lecture

Bankruptcy and its impact on deceased estates

Sally Nash

Naval Military and Air Force Club, Adelaide
Wednesday 19 July 2017 Lecture

The use of powers of appointment in wills

Naval Military and Air Force Club, Adelaide
Thursday 28 September 2017 Lecture

The accountability of those adminstering the property of others

Dr James A Watson

Naval Military and Air Force Club, Adelaide
Tuesday 24 October 2017 Case studies

Succession planning: Critical tax and evaluation issues

Naval Military and Air Force Club, Adelaide
Thursday 7 December 2017 Members’ dinner with lecture

Lecture by the Hon. Justice Stanley: “Costs in probate and fmaily inheritance matters”

The Cathedral Room, Adelaide Oval
Friday 9 March 2018 8th Annual Trusts Symposium Adelaide Hilton

Contact Us

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Chair