STEP Australia
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Professionals
Advising Families

STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

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Our Sponsors

STEP Australia is grateful for the support of our website sponsors, The College of Law and Australian Unity Trustees Limited. The College of Law is an accredited education partner of STEP in Australia, through its LLM (Applied Law) qualification.

Advocacy &
Policy Submissions

Our dedicated National Policy Committee supports the goal of STEP being the leading professional body advocating for trust and estates matters. Key area’s of advocacy are informed by the views of our expert members.

"PCG 2024/D1 and TD 2024/D2 (in relation to the application of section 99B of the ITAA 1936) and on PCG2024/D1" - STEP Australia Endorsement of BNR Partners' Submissions

28 August 2024

"Review of Probate Fees– a Death Tax?" - STEP Australia Endorsement of The STEP Victoria-Tasmania Branch to The Victoria State Government, Department of Justice and Community Safety

18 July 2024

"Issues in tax administration for estates" - STEP Australia Endorsement of The Tax Institute's Submission to the ATO

19 June 2024

"ATO Administration of deceased estates" - STEP Australia Submission to the ATO

18 June 2024

"The Public Trustee" - STEP Australia Endorsement of The Western Australia Branch Submission to the Attorney General of Western Australia

21 March 2024

"Aged Care Bill 2023" - STEP Australia Endorsement of the Autonomy First Lawyers Submission to the Department of Health and Aged Care

8 March 2024

Upcoming Events

Seminar | 2 October 2024 | STEP Western Australia

STEP Western Australia
Seminar – Kellie Woods – Trusts, Duties and Ethics in Estate Planning

Australian Tax Risks for Foreign Trusts

STEP SOUTH AUSTRALIA Australian Tax Risks for Foreign Trusts REGISTER NOW: https://www.trybooking.com/CURQY FURTHER DETAILS: https://stepaustralia.com/wp-content/uploads/2024/08/Australian-Tax-Risks-for-Foreign-Trusts-3.pdf

Conference | 6 September 2024 | STEP Western Australia

STEP Western Australia
Full Day Conference – Collaboration of the Professions: The Pandora’s Box of Deceased Estates
PLEASE REGISTER YOUR ATTENDANCE

"Education and policy are the most important things that STEP does. There is also the social aspect, which is great, but making it easy for people to keep up to date in the area of Trusts and Estates and having a voice where change is needed is vital."

"It has broadened my professional engagement with trust and estate practitioners, including non-lawyers, and also gives me involvement in a worldwide organisation."

"To me, being a STEP member means being constantly surrounded by the best trusts and estates minds around and having access to (what I think is) the best education network in the world."

WEBINARS ON DEMAND

Experience the knowledge of STEP Australia with our Webinars.
Our online events bring together leading minds in trusts and estates from across STEP Australia and beyond.

Latest News

“Avoiding a Crime when Changing Trustees”

STEP Australia Newsletter, June 2024, Issue 25 Bonus Article Esterina Azzi TEP, Accredited Specialist in Wills and Estates Law (NSW), Senior Associate, McCullough Robertson Lawyers Case note update and amendment

“Australian states must adopt a standard form for enduring powers of attorney to resolve the intestate issues plaguing accountants, lawyers and their clients, legal experts say…”

STEP Australia Advocacy Committee Chair, Jennifer Sheean TEP, and STEP Australia Board Director, Mercia Chapman TEP, were interviewed by Miranda Brownlee for an article published on AccountantsDaily. In the interview they highlight and call for

STEP Australia Quarterly Message from the Chair

STEP Australia Chair’s Update Ian Raspin TEP, Chair of STEP Australia What an amazing finish for the year for STEP across Australia.I would like to firstly start this update by

Benefits of Being
a STEP Member

With access to a global network of 20,000 professionals, STEP Members receive the benefits of discounted prices and exclusive offers to courses, events and resources crucial to business development.

STEP Australia
is on LinkedIn

Follow STEP Australia on LinkedIn for industry news and event updates

STEP Australia
is on LinkedIn

STEP Australia
Newsletter

STEP
Journal

Professionals
Advising Families

ADVOCACY

Events