STEP Events in Australia

“The Australian Tax Pitfalls of Administering an Estate with International Connections”

Ian Raspin TEP

In his presentation Ian Raspin will cover his third book, being released in July, ”The Australian Tax Pitfalls of Administering an Estate with International Connections”. Each attendee at the seminar will receive a complimentary copy of his book. For more information on the book or to purchase his other books click here.

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“Estate Planning for Blended Families”

Chair Daniel Kelliher

RSVP

“Attorney problems and QCAT Applications – How to win (or maybe just survive)”

Facilitators: Glenn Dickson TEP, Barrister-at-law and Chris Herrald TEP, Senior Associate, Mullins Lawyers

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Program

• Justice Roslyn Atkinson, “Opening Address”
• Rebecca Treston QC, TEP, “To intermeddle or not to intermeddle – That is the question”
• Peter Bobbin, TEP, “Tax treatment of superannuation death benefits”
• Justice Martin Daubney, “Ethics and succession – The view from the bench”
• Jeff Otto, TEP, “Enduring powers of attorney – Managing conflicts of interest”
• Angela Rae, “Estate Litigation – What’s hot right now”
• Michael Liddy, “Contesting superannuation death benefit nominations and trustee decisions”
• Michael Klatt, TEP, “Estate Administration – What’s hot right now”
• Angela Cornford-Scott, TEP, “Estate Planning – What’s hot right now”
• Renee Bennett, TEP, “The Small Estate – Strategies for settling disputes”
• Neil Wickenden, TEP, “Closing Address”

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Program

Cyber Security what it means for you and your clients

Phil D’rozario

Topic to be advised

Lucas Clayton

Topic To Be Advised.

Maree-Louise van der Kwast TEP

“Aspects of Elder Law”

Prof. Wendy Lacey

Digital Assets in Estates

Ines Kallweit

‘Fiduciary Obligations – a Practical Perspective’

The Hon. Justice David J Jackson

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Common issues in Estate Administration from An Estate Manager’s Point of View.

Maria Shaw and Nicole Woodward of Australian Unity

This will be a combination of recent cases as well as their own case studies that provide insight into will drafting errors and what happens when an estate is then administered.

“HELP!  There’s a problem with my Trust”

Grahame Young TEP

‘Oppression in the Context of Trusts and Unitholders’

Louise McBride, TEP

Topic and Facilitators to be advised

“The use of citations”

Pam McEwin TEP

When hell freezes over…I will move into aged care! What other options do I have?

Life Interest, how are they valued

Tax and Trusts Taking a closer look at Vesting a trust, resettlements and excluding beneficiaries

Speakers: Margaret Harrison, Cumpston Sarjeant Actuaries, Michael Flynn QC

Program to be advised

Full Day Conference

Topic to be advised

Chair Georgina Borg

Topic to be advised

Kate Madgwick

Topic to be advised

The Honourable Justice Philip Hallen

Dr Hayley Bennet

Topic and Speaker to be advised

Program to be advised

SAVE THE DATE

15 May 2019 -17 May 2019

Program to be advised

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