Select by branch

STEP Events in Australia

Events
Event
Date
Venue

Seminar

Seminar

“Deceased Estates”

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

Time

Tuesday 23 February 2021

Venue

Live Stream Webinar, Perth

Lunchtime Seminar Series

Lunchtime Seminar Series

“2020 Year in Review”

Robert Whiteford of Chancery Barristers + Mediators

Time

Monday 1 March 2021

Venue

Queensland Law Society (and Live Stream Webinar)

Lunch and Learn Session

Lunch and Learn Session

“Tax reform in the trust space”

Andrew Mills of Tax Institute

Time

Wednesday 10 March 2021

Venue

To Be Announced, Sydney

Seminar

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

Time

Wednesday 17 March 2021

Venue

Banco Court, Sydney

Long (Virtual) Lunch Event

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

Time

Thursday 25 March 2021

Venue

Live Stream Webinar, Melbourne

Seminar

Seminar

“Capital Gains and Trusts”

Antoinette Tatarelli

Time

Wednesday 31 March 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Seminar

Seminar

“SMSFs”

Jemma Sanderson TEP of Cooper Partners Financial Services

Ticket Purchase

Time

Wednesday 31 March 2021

Venue

Jackson McDonald, Perth (also available by Live Stream Webinar)

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 14 April 2021

Venue

To Be Announced, Sydney

Lunchtime Seminar Series

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

Time

Tuesday 20 April 2021

Venue

Queensland Law Society (and Live Stream Webinar)

Seminar

Seminar

“ATO DB on Managing Trusts”

ATO Deputy Commissioner

Time

Wednesday 21 April 2021

Venue

Banco Court, Sydney

Seminar

Seminar

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

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

Time

Tuesday 27 April 2021

Venue

HHG Legal Group, Perth (also available by Live Stream Webinar)

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 12 May 2021

Venue

To Be Announced, Sydney

#STEPNextGen Series

#STEPNextGen Series

“Estate Planning for Vulnerable Beneficiaries”

Amee Grattan of Disability Law Queensland

Time

Wednesday 12 May 2021

Venue

Brisbane Venue to Be Announced (and Live Stream Webinar)

Seminar

Seminar

“The Intersection Between Family Law and Family Provision Claims”

Brendan Ashdown TEP of John Toohey Chambers

Time

Tuesday 18 May 2021

Venue

O'Sullivan Davies Family Lawyers, Perth (also available by Live Stream Webinar)

Seminar

Seminar

“Family Provisions – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Time

Wednesday 19 May 2021

Venue

Banco Court, Sydney

Seminar

Seminar

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

David Glen

Time

Tuesday 8 June 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Lunch and Learn Session

Lunch and Learn Session

“Oversight of Not For Profits”

Gary Johns

Time

Wednesday 9 June 2021

Venue

To Be Announced, Sydney

Seminar

Seminar Hosted By Chartered Accountants Australia and New Zealand

Topic To Be Announced

Loreena Gillon of Loreena Gillon Chartered Accountant

Time

Tuesday 15 June 2021

Venue

Live Stream Webinar, Perth

Seminar

Seminar

“Mediation in Succession Matters”

Ian Davidson

Time

Wednesday 16 June 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 14 July 2021

Venue

To Be Announced , Sydney

Seminar

Seminar

“Dealing with Digital Assets upon Incapacity or Death”

Lisa Barca and Rosemary Carreras of Coleman Greig

Time

Wednesday 21 July 2021

Venue

Banco Court, Sydney

Seminar

Seminar

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

Adam Steen TEP

Time

Wednesday 28 July 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

STEP Australia Conference 2021

STEP Australia Conference 2021

Date: Thursday 29 July to Saturday 31 July 2021

Presenters:

Ticket Purchase

Time

Thursday 29 July 2021

Venue

Sofitel Hotel Darling Harbour, Sydney, Australia

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 11 August 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

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

Shelly Kapur

Time

Wednesday 18 August 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

“Issues emerging from recent cases and appeals”

Kim Boettcher of Frederick Jordan Chambers

Time

Wednesday 8 September 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

Topic and Speaker – To Be Announced

Time

Wednesday 15 September 2021

Venue

Banco Court, Sydney

Seminar

Seminar

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

William Sloan

Time

Monday 20 September 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Seminar

Seminar

“Reconstitution of Trust Deeds”

Daniel Fry TEP of Fry Legal

Time

Tuesday 21 September 2021

Venue

Perth Venue To Be Announced (also available by Live Stream Webinar)

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 13 October 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“CGT on Estates including Main Residence exemption”

Ian Rankin

Time

Wednesday 20 October 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 17 November 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Statutory Wills”

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

Time

Wednesday 17 November 2021

Venue

Banco Court, Sydney

STEP Global Events

The STEP Worldwide events calendar is accessible here