Seminar

“Deceased Estates”

Karen Payne of Inspector-General of Taxation and Taxation Ombudsman (IGTO)

Lunchtime Seminar Series

“2020 Year in Review”

Robert Whiteford of Chancery Barristers + Mediators

Lunch and Learn Session

“Tax reform in the trust space”

Andrew Mills of Tax Institute

Seminar

“Probate applications – practice update on dealing with Probate Registry including, applications, the passing of accounts and executor commission”

Irina Hoskinson of Supreme Court of New South Wales

Long (Virtual) Lunch Event

Speakers: Elizabeth Brophy of Owen Dixon Chambers & Lachlan Wraith of Jarndyce Chambers

• Topic 1 – “Decision-making and the rights of residents in residential aged care”
• Topic 2 – “Utilising Testamentary Trusts for Intergenerational Asset Management and Protection”

Ticket Purchase

Seminar

“Capital Gains and Trusts”

Antoinette Tatarelli

Seminar

“SMSFs”

Jemma Sanderson TEP of Cooper Partners Financial Services

Ticket Purchase

Lunch and Learn Session

Topic and Speaker – To Be Announced

Lunchtime Seminar Series

“Estate Planning: Tax Updates, identifying your client and conflicts, how things can go wrong”

Renee Bennett of wilson/ryan/grose Lawyers & Melanie Costin TEP of T & E Accounting Pty Ltd

Seminar

“ATO DB on Managing Trusts”

ATO Deputy Commissioner

Seminar

“Estate Planning and Administration with U.S. Interests”

Paula Jones TEP of Paula M. Jones Law Offices, Inc.

Lunch and Learn Session

Topic and Speaker – To Be Announced

#STEPNextGen Series

“Estate Planning for Vulnerable Beneficiaries”

Amee Grattan of Disability Law Queensland

Seminar

“The Intersection Between Family Law and Family Provision Claims”

Brendan Ashdown TEP of John Toohey Chambers

Seminar

“Family Provisions – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Seminar

“The Conflicts of Interests that can Arise in the Administration an Estate”

David Glen

Lunch and Learn Session

“Oversight of Not For Profits”

Gary Johns

Seminar Hosted By Chartered Accountants Australia and New Zealand

Topic To Be Announced

Loreena Gillon of Loreena Gillon Chartered Accountant

Seminar

“Mediation in Succession Matters”

Ian Davidson

Lunch and Learn Session

Topic and Speaker – To Be Announced

Seminar

“Dealing with Digital Assets upon Incapacity or Death”

Lisa Barca and Rosemary Carreras of Coleman Greig

Seminar

“Estate Planning Practices in Australia and a Comparison to those in Singapore and Hong Kong”

Adam Steen TEP

STEP Australia Conference 2021

Date: Thursday 29 July to Saturday 31 July 2021

Presenters:

• The Hon. Chief Justice Susan Kiefel AC, High Court of Australia
• The Hon. Justice Julie Ward, Chief Judge in Equity, Supreme Court of New South Wales
• Sandra Boyle TEP & Christopher Boyle TEP – Former Registrars of the Supreme Court of Western Australia (recently retired), Perth
• Prof. Gino Dal Pont, University of Tasmania
• Dr Bernard Walrut TEP, Murray Chambers, Adelaide
• Prof. John Glover, Owen Dixon Chambers, Melbourne
• Prof. Reid Mortensen, University of Southern Queensland
• Christine Smyth TEP, Christine Smyth Estate Lawyers, Brisbane
• John Balazs, Balazs Lazanas & Welch LLP, Sydney
• Kimberley Martin TEP, Worrall Moss Martin Lawyers, Tasmania
• Jane Needham SC, St James Hall Chambers, Sydney
• Michael Olesnicky TEP, Baker McKenzie, Hong Kong
• Michele Sheehan TEP, enTrust Law and Sheehan & Co, Brisbane
• Craig Gregson TEP, Gregson & Associates, Perth

Ticket Purchase

Lunch and Learn Session

Topic and Speaker – To Be Announced

Seminar

“Aged Care Reform: Controls in place to prevent abuse”

Shelly Kapur

Lunch and Learn Session

“Issues emerging from recent cases and appeals”

Kim Boettcher of Frederick Jordan Chambers

Seminar

Topic and Speaker – To Be Announced

Seminar

“The Fate of property Held: Joint Ownership and Survivorship”

William Sloan

Seminar

“Reconstitution of Trust Deeds”

Daniel Fry TEP of Fry Legal

Lunch and Learn Session

Topic and Speaker – To Be Announced

Seminar

“CGT on Estates including Main Residence exemption”

Ian Rankin

Lunch and Learn Session

Topic and Speaker – To Be Announced

Seminar

“Statutory Wills”

The Hon. Justice Lindsay of Supreme Court of New South Wales