STEP Victoria

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

STEP Victoria has more than 100 members, including lawyers, barristers, judges, accountants and financial planners. Most members are located in Melbourne, but we also have members in regional locations.

We hold four to five meetings annually in central Melbourne, with an individual speaker or panel presentation on a topical subject. Presentations reflect the broad range of interests and clients of the membership group. Past topics have included: taxation of deceased estates, philanthropy and charitable foundations, foreign death duties and estate planning strategies, the impact of binding financial agreements on deceased estates, and disputes between trustees and beneficiaries. These meetings are free to members.

An annual half-day conference provides an opportunity for longer presentations from specialist lawyers, accountants, financial planners and other industry professionals, and is the focus education event for the branch each year. It is followed by a cocktail event, providing a social and networking opportunity for members and non-members alike.

STEP Victoria has two special interest groups, established in 2013, that hold two meetings per year. These groups discuss estate planning, and estate and trust litigation. They are open to all members, and provide a forum for discussion.

Committee Members

Rachel Grabovic TEPChair

Rigby Cooke Lawyers

Angela Cursio TEPSecretary

Fischer McCrae Lawyers

Howard Jones TEPTreasurer

Septimus Jones & Lee

Ines Kallweit TEPMembership Officer

McKean Park

Mercia Chapman TEPCommittee Member

Equity Trustees Ltd

Daniel Kelliher TEPCommittee Member

Russell Kennedy Solicitors

Bernard McMenamin TEPCommittee Member

Clarke & Company

Andrea Olsson TEPCommittee Member

MST Lawyers

Ian Raspin TEPCommittee Member

BNR Partners

STEP Victoria Events

Date Event Venue
Monday 27 March 2017 Seminar

Superannuation update – the path forward

Professor Mark Norris

Rigby Cooke Lawyers, Melbourne
Monday 8 May 2017 Special interst group – estate planning

Power of attorney update and superannuation death benefit planning

(Members only)

Monday 22 May 2017 Seminar

Charitable trusts – tricks and traps in drafting

Mercia Chapman TEP

McKean Park Lawyers, Melbourne
Monday 22 May 2017 STEP Victoria branch AGM McKean Park Lawyers, Melbourne
Monday 19 June 2017 Special interest group – litigation

TFM – eligibility – how has the Court interpreted the new legislation?  Who is now missing out?

(Members only)

Monday 17 July 2017 Seminar

Trust fundamentals

Phillip Bender

Aitken Partners, Melbourne
Monday 28 August 2017 Special interest group – estate planning

Live interests v rights to reside

(Members only)

Monday 11 September 2017 Seminar

VCAT, powers of attorney and compensation regime

Bernadette Steele

Equity Trustees, Melbourne
Thursday 26 October 2017 Half day conference

What to do if you beleive you have a forged document

TFM – eligibility criteria

Trusts, probate and unusual cases

RACV, Melbourne
Monday 13 November 2017 Special interest group – litigation

(Members only)

Monday 11 December 2017 Panel discussion and end of year celebration Russell Kennedy Lawyers, Melbourne

Contact Us

General enquiries - Angela Cursio

Membership enquiries - Ines Kallweit