STEP Western 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 Western Australia branch was officially launched on 22 July 2009 and now has more than 80 members.  Membership is open to a wide range of professionals who work in the area of trusts and estates.

We hold educational seminars on a monthly basis (excluding January and June), usually on a Wednesday or Thursday evening in the middle of the month.   These seminars cover a wide range of topics within the fields of trusts, succession planning, estates and tax.  For the benefit of our members outside the Perth metropolitan area, some seminars are streamed online.  We are approved as a CPD provider by the Legal Practice Board of Western Australia.   Prior to each seminar, there is an opportunity to meet and network with other members.

We encourage the study of succession law by donating prizes in this subject at Murdoch University and Curtin University.  We have links with other professional bodies and have held joint seminars with The Tax Institute.  We are also represented on the Probate Committee of the Supreme Court of Western Australia.  We keep in touch with our members by means of a quarterly newsletter.

Committee Members

Mark Fatharly TEPChair

Kott Gunning

Jim O'Donnell TEPVice Chair

Jackson McDonald

Maree-Louise van der Kwast TEPSecretary

Dwyer Durack

Jennifer Bruce TEPTreasurer

Perpetual Trustee Company Ltd

Elise Croft TEPCommittee Member

Susan Fielding TEPCommittee Member

Jackson McDonald

Loreena Gillon TEPCommittee Member

Donnelle Hestelow TEPCommittee Member

Estate Partners

Vincent Holland TEPCommittee Member

Forty Seven Legal

Craig McKie TEPCommittee Member

Craig McKie, Lawyer

Amanda Liston TEPCommittee Member

William Sloan TEPCommittee Member

Kim Wilson & Co

STEP Western Australia Events

Date Event Venue
Wednesday 15 February 2017 Seminar

Ethics Unplugged

Professor Derek Parkin OAM

Perth
Thursday 16 March 2017 Seminar

Applications for Probate and Letters of Administration – Part 2

Louella McFarlane TEP

Perth
Wednesday 5 April 2017 Seminar

Succession Planning – The Role of the Lawyer and the Accountant

Elizabeth Heenan TEP and Loreena Gillon TEP

Perth
Wednesday 24 May 2017 Seminar

Mental Health Awareness for the Workplace

Esther Schwald

Perth
Thursday 13 July 2017 Seminar

Risk management for trust and estate lawyers

Fiona Hasley

Perth
Thursday 31 August 2017 Half day seminar

Horses for Courses – Appearing in the State Administrative Tribunal and Enduring Power of Attorney Update

Keynote Speaker:
Dr Bertus De Villiers

Presenters:
Mark Fatharly TEP
Garry Robertson
Alison Gilbert TEP
Andrew Davies TEP
Charlotte Wallace

For further information and to register, see here

Perth
Wednesday 13 September 2017 Seminar

CGT on a deceased’s residence – a tax minefield

Ian Raspin TEP

Perth
Thursday 26 October 2017 Seminar

Drafting wills to avoid duty problems

Grahame Young TEP

Perth
Wednesday 8 November 2017 Seminar

Charitable Trusts Act applications

Carol Conley and Jim O’Donnell TEP

Perth
Wednesday 6 December 2017 Christmas party Perth

Contact Us

You can contact us by email at: western.australia@step.org