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STEP Events in Australia

Date Event Venue
Thursday 14 June 2018 Lecture with Q&A

“Super Death: All you need to know and didn’t know you needed to know”

Peter Bobbin TEP

Ticket Purchase

Naval Military and Air Force Club, 111 Hutt Street, Adelaide
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

“The ATO speaks SMSF – Hear what is of current interest to the Regulator”

Jeremy Geale, Deputy Chief Tax Counsel, Tax Counsel Network Australian Taxation Office

In his presentation Jeremy Geale will cover: an overview of the superannuation amendments made in 2017 as part of the Fair and Sustainable Superannuation Package; the ATO’s role as a regulator of SMSF’s – including when we take action and how you can work with us when a client has issues; our approach to issues of non-compliance and how to work with us; and other issues that are attracting our attention.

Ticket Purchase

Banco Court, Supreme Court of NSW
Wednesday 4 July 2018 Evening Seminar

“SMSFs – 2017/2018 Planning and Beyond”

Speaker: Jemma Sanderson

O'Sullivan Davies Lawyers, Perth
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

Ticket Purchase

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 31 July 2018 Seminar

“Family Provision and SALRI Review”

Dr. Sylvia Villios

Ticket Purchase

Naval Military and Air Force Club, 111 Hutt Street, Adelaide 5000
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

“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.

Ticket Purchase

HLB Mann Judd, Level 19, 207 Kent Street, Sydney
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

  • 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”

Ticket Purchase

Program

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

“Aspects of Elder Law”

Prof. Wendy Lacey

Naval Military and Air Force Club, 111 Hutt Street, Adelaide 5000
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’

The Hon. Justice David J Jackson

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
Tuesday 23 October 2018 Seminar

“The use of citations”

Pam McEwin TEP

Naval Military and Air Force Club, 111 Hutt Street, Adelaide 5000
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
Friday 8 March 2019 2019 Trusts Symposium

Program to be advised

Venue to be advised

Upcoming Events

STEP Queensland Branch presents an Annual Trusts and Estates Conference, 2018 - for further details see here

 

Past Events

STEP South Australia Branch presents an Annual Trusts Symposium, 2017 - 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