STEP Australia - STEP Australia

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, Australian Unity Trustees Limited and XE. 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.

“Evaluation of the 2021 Foreign Investment Reforms” – STEP Australia Submission to the Foreign Investment Review Board

24 September 2021

“Evaluation of the 2021 Foreign Investment Reforms” – STEP Australia Submission Extension Request to the Treasury Policy Framework Unit, Foreign Investment Division

24 August 2021

"Report into the ATO’s Systems and Processes Relating to the Taxation of Deceased Estates” – STEP Australia Submission to Michael Sukkar, Assistant Treasurer

20 August 2021

“National Register of Enduring Powers of Attorney” – STEP Australia Submission to the secretary of the Attorney General of Australia

29 June 2021

"Electronic System for Monitoring Superannuation Assets” – STEP Australia Letter to Parliament House

5 May 2021

“Imperial Acts (Law Reform) Bill and progressing this Bill to an Act of the Western Australian Parliament” – STEP Western Australia Submission to Attorney General of Western Australia

03 May 2021

Upcoming Events

STEP WA CHRISTMAS EVENT | 9 December, 2021 | STEP Western Australia

STEP Western Australia
“STEP WA Christmas Event”
PLEASE REGISTER YOUR ATTENDANCE

Seminar | 17 November, 2021

STEP Western Australia
“Effective estate and succession planning through early facilitation” – Michael Hollingdale of Hollingdales
PLEASE REGISTER YOUR ATTENDANCE

STEP SOUTH AUSTRALIA TRUSTS SYMPOSIUM | 11 MARCH, 2022

STEP South Australia
STEP South Australia Trust Symposium
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

MEDIA RELEASE – New Foreign Investment Reforms May Prevent Australians from Receiving Their Inheritance, Encourage Intestacy, STEP Australia Warns

12 October 2021 – In response to Treasury’s call for submissions, policy experts at STEP Australia have identified several gravely concerning implications arising from recent amendments to foreign investment regulations

The STEP Academic Community

OUR NEXT RESEARCH PROJECT FINANCIAL DECISION-MAKING CAPACITY – A CHALLENGE FOR ADVISORS How do you identify if a client’s lack of decision-making capacity is impacting on their ability to independently

MEDIA RELEASE – STEP Australia Highlights Shortcomings of Proposed National Register of Enduring Powers of Attorney

A recently proposed government register for monitoring enduring powers of attorney may do more harm than good, according to expert review The Society of Trust and Estate Practitioners Australia

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
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Professionals
Advising Families

ADVOCACY

Events