STEP Events in Australia

“Superannuation Death Benefits – Duties of Administrators – Re Burgess”

Panelists:
Murray Thornhill
Matt Curwood
Merle Bloch TEP
Michele Kershaw

Ticket Purchase

Topic To Be Announced

Neal Dallas, Principal, McInnes Wilson Lawyers

“Professional Negligence in Will Preparation and Estate Administration”

Stephen Lynch, Director, Somerville Legal

Presenters:

• Arlene Macdonald, STEP South Australia’s founding member
• The Honourable Dyson Heydon AC QC, Retired Justice of the High Court of Australia
• The Honourable Justice Julie Ward, Chief Justice in Equity, Supreme Court of New South Wales
• The Honourable Justice Kate McMillan, Supreme Court of Victoria
• The Honourable Robert French AC, Retired Chief Justice of the High Court of Australia
• Professor Charles Rickett, Dean of Law, Auckland University of Technology
• The Honourable Tom Gray QC, Retired Justice of the Supreme Court of South Australia
• David W Marks QC, Inns of Court, Brisbane

STEP SA Annual Trusts Symposium 2020

Topic and Speaker To Be Announced

“Are your Trustee clients ready for the end of the financial year?”

Andrew Mills, ATO Second Commissioner, Law Design & Practice

Topic and Speaker To Be Announced

“Offshore Tax Aspects of Deceased Estates”

Speaker To Be Announced

‘Tips and tricks when designing the testamentary trust’

Peter Bobbin TEP

“Which Probate application is most appropriate?”

John Armfield

Topic To Be Announced

Rob Cumming, Barrister-at-Law, QLS Accredited Specialist in Succession Law

“Successfully helping clients to navigate through the complexities of Aged Care”

Sylvia Liang, Aged Care Specialist at Nexia Sydney

Topic and Speaker To Be Announced

“Varying the Forfeiture Rule; the recent decision in Re+A68:F68 Settree Estates: Robinson v Settree [2018] NSWSC 1413”

Margaret Pringle – Barrister, Chalfont Chambers, Sydney

Topic and Speaker To Be Announced

“Philanthropy – regulations and incentives for more and better giving?”

Judy Foster of Philanthropy Australia

Topic  To Be Announced

Ian Raspin FCPA, CTA, TEP, Managing Director – Estates and Trusts BNR Partners

“The extent of the personal right of indemnity of trustees generally from the beneficiaries.”

Hon Joseph Campbell of University of Sydney

Topic and Speaker To Be Announced

“The Practicalities of Creating a Testamentary Trust”

Paul Evans

Topic and Speaker To Be Announced

Topic  To Be Announced

Gino Dal Pont, Professor, Faculty of Law, University of Tasmania

“The changing tax landscape in the property sector for private clients”

Jim Koutsokostas of Hall & Wilcox

“Framework of ultra high net worth succession planning”

Peter Whitehead

SAVE THE DATE

4th September 2020

Topics and Speakers To Be Announced

Topic and Speaker To Be Advised

“NDIS – how to engage with the scheme! Is it helping those it should?”

Melissa Simcoe of Australian Unity Trustees Limited and Michael Perkins of Nexus Law Group

Topic and Speaker To Be Announced

Topic and Speaker To Be Announced

Topic To Be Announced

Scott Whitla, Partner, McCullough Robertson Lawyers, QLS Accredited Specialist in Succession Law

“Risk Compliance issues when advising clients on Wills and Estates”

Jennifer McMillan of Lawcover

Topic and Speaker to be Announced

Topic to be Announced

Justice Stephen Gageler

Topic and Speaker To Be Announced