STEP Australia
Incapacity Conference 2023

This is STEP Australia’s first National Incapacity Conference!

STEP Private
Client Awards

The STEP Private Client Awards are seen as the hallmark of quality within the private client industry.
Entries close Friday 14 April 2023

STEP Australia

Read the latest issues of the STEP Australia Newsletters online

STEP Australia
is on LinkedIn

Follow STEP Australia on LinkedIn for industry news and event updates


Read the latest issues online

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.

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.

Upcoming Events


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

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

Read More »

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. 

“With over 20,000 members spanning 95 different countries, we are the largest network of trust and estate practitioners. ”