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STEP Events in Australia

Date Event Venue
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

“Estate Planning for Blended Families”

Chair Daniel Kelliher

RSVP

Septimus Jones and Lee 5/99 William Street Melbourne
Tuesday 21 August 2018 Members Roundtable

“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

Ticket Purchase

Mullins Lawyers, Level 21, Riverside Centre, 123 Eagle St, Brisbane  
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
Thursday 13 September 2018 Evening Seminar

Topic To Be Advised.

Maree-Louise van der Kwast TEP

Perpetual, Perth
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 10 October 2018 Evening Seminar

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

Grahame Young TEP

Central Park Conference Centre, Perth
Wednesday 17 October 2018 Seminar

‘Oppression in the Context of Trusts and Unitholders’

Louise McBride, TEP

 

Banco Court, Supreme Court of NSW
Thursday 18 October 2018 Members Roundtable

Topic and Facilitators to be advised

Brisbane Venue to be advised
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
Friday 26 October 2018 STEP Western Australia Branch Conference on Incapacity

Program to be advised

Full Day Conference

The Westin, 480 Hay St, Perth WA 6000
Monday 12 November 2018 SIG – Litigation

Topic to be advised

Chair Georgina Borg

Septimus Jones and Lee 5/99 William Street Melbourne
Wednesday 14 November 2018 Lunch and Learn Session

Topic to be advised

Kate Madgwick

Sydney Venue to be advised
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

Adelaide Venue to be advised
Wednesday 15 May 2019 STEP Australia 2019 Conference

SAVE THE DATE

15 May 2019 -17 May 2019

Program to be advised

Register your interest

 

Stamford Plaza, Brisbane, Australia

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