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STEP Events in Australia

Date Event Venue
Thursday 12 April 2018 Seminar

‘Insolvent Trusts and Insolvent Trustees’

John Vaughan

O'Sullivan Davies Lawyers.
Monday 16 April 2018 Special Interest Group – Estate Planning

Superannuation Caps and estate planning

Chair Daniel Kelliher

Russell Kennedy 469 LaTrobe Street Melbourne
Wednesday 18 April 2018 Seminar

‘Lessons from Hobhouse v Macarthur Onslow 2016 NSWSC 1831.’

John Stinson

In his presentation John will cover:  the difference between testamentary capacity and knowledge and approval; considerations of the Court when making orders for severance of part of a Will from Probate, and some tips for the drafting of Wills.

Ticket Purchase

Banco Court, Supreme Court of NSW
Tuesday 8 May 2018 Lunchtime Seminar

‘Fun With Tax – Foreign Beneficiaries And Trusts’

Mr Mark Brabazon SC TEP

Ticket Purchase

Queensland Law Society, 179 Ann Street, Brisbane
Wednesday 9 May 2018 Lunch and Learn Session

US Gift and Estate Tax

Speakers – US Lawyers John Campbell and Ann Seller of Kohen and Patton

RSVP

Hall & Wilcox, 60 Castlereagh Street, Sydney
Wednesday 16 May 2018 Seminar

‘The Guardianship Division of NCAT: Current jurisdiction, practice, procedure and proposals for reform’

Malcolm Schyvens, Deputy President and Division Head of NCAT’s Guardianship Division

In his presentation Deputy President Schyvens will provide an overview of the jurisdiction and workload of the Division; discuss the interplay between the Supreme Court and the Division; outline the practice and procedure of the Division with a specific focus on applications to review an enduring power of attorney, then summarise current proposals for reform of the guardianship jurisdiction and the Division.

Banco Court, Supreme Court of NSW
Monday 21 May 2018 AGM and Members Meeting

Intestacy Laws and Executor Commission – the law applied

Rick Wells, Barrister

Russell Kennedy 469 LaTrobe Street Melbourne
Wednesday 23 May 2018 STEP Nextgen Lecture & Networking Series

‘Estate Litigation’

Rob Cumming TEP – Family provision applications practical tips

Richard Williams TEP – Other contentious applications
College of Law, Brisbane
Tuesday 5 June 2018 Lunchtime Seminar

‘Structuring Charitable and Philanthropic Giving’

Ms Frances Fredriksen TEP

Ticket Purchase

Queensland Law Society, 179 Ann Street, Brisbane
Wednesday 13 June 2018 Lunch and Learn Session

Philanthropy and their Giving Consultancy

Will Beresford of Equity Trustees

 

Equity Trustees, 56 Pitt St, Sydney
Monday 18 June 2018 SIG – Litigation

Court E-Filing Current court filing requirements and procedure for the TFM list

Judicial Registrar TFM Associate Chair Georgina Borg

Russell Kennedy 469 LaTrobe Street Melbourne
Wednesday 20 June 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Wednesday 11 July 2018 Lunch and Learn Session

Financial Agreements

Carla Santo of Santo Family Lawyers

Santo Family Lawyers, Level 21/133 Castlereagh St, Sydney
Wednesday 18 July 2018 Seminar

‘Entitlement of Accounting Parties to Remuneration’

The Honourable Justice Geoff Lindsay

Banco Court, Supreme Court of NSW
Monday 23 July 2018 Members Meeting

Tricks, Traps and Options when valuing a Business

Panel Daniel Aghion, Barrister Rory Maguire RK

Equity Trustees 575 Bourke Street Melbourne
Tuesday 7 August 2018 Lunchtime Seminar

‘Cy Pres Schemes – A Practical Guide’

Mr Robert Whiteford TEP

Ticket Purchase

Queensland Law Society, 179 Ann Street, Brisbane
Wednesday 8 August 2018 Lunch and Learn Session

Topic to be advised

Duane O’Donnell of Credit Suisse

Venue to be advised
Wednesday 15 August 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Monday 20 August 2018 SIG – Estate Planning

Topic to be advised

Chair Daniel Kelliher

Septimus Jones and Lee 5/99 William Street Melbourne
Friday 7 September 2018 STEP Queensland Branch Trusts and Estates Conference

Program to be advised

Peppers SALT Resort, Kingscliff
Monday 10 September 2018 Members Meeting

Cyber Security what it means for you and your clients

Phil D’rozario

Hall and Wilcox 525 Collins Street, Melbourne
Wednesday 12 September 2018 Lunch and Learn Session

Topic to be advised

Lucas Clayton

Macquarie Sydney
Wednesday 19 September 2018 Seminar

Digital Assets in Estates

Ines Kallweit

Banco Court, Supreme Court of NSW
Tuesday 9 October 2018 Lunchtime Seminar

‘Fiduciary Obligations – a Practical Perspective’

Speaker to be advised

Ticket Purchase

Queensland Law Society, 179 Ann St, Brisbane
Wednesday 10 October 2018 Lunch and Learn Session

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.

Australian Unity, Level 6, 88 Phillip St, Sydney
Wednesday 17 October 2018 Seminar

Topic and Speaker to be advised

 

Banco Court, Supreme Court of NSW
Thursday 25 October 2018 Half Day Conference

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

RACV 501 Bourke Street Melbourne
Monday 12 November 2018 SIG – Litigation

Topic to be advised

Chair Georgina Borg

Septimus Jones and Lee 5/99 William Street Melbourne
Wednesday 21 November 2018 Seminar

Topic to be advised

The Honourable Justice Philip Hallen

Dr Hayley Bennet

Banco Court, Supreme Court of NSW
Monday 10 December 2018 Members Meeting – End of year function

Topic and Speaker to be advised

Aitken Partners 28/140 William Street Melbourne

Past Events

STEP South Australia Branch presents an Annual Trusts Symposium - for further details see here

STEP Queensland Branch presents an Annual Trusts and Estates Conference - for further details see here

STEP Australia 2017 Conference - see here

The STEP Worldwide events calendar is accessible here