STEP Australia – To help families plan their assets across generations.

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.

ADVOCACY

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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.

"Perpetuity Period Reform" - STEP Australia Endorsement of the STEP Westnern Australia Submission to The Attorney General of Western Australia

13 September 2023

"Proposal to Extend Legislative Perpetuity Period" - STEP Australia Endorsement of the STEP Westnern Australia Submission to The Attorney General of Western Australia

29 March 2023

"2023-24 Pre-budget Submission" - STEP Australia Submission to the The Treasury

15 March 2023

"Consultation on Practical
Compliance Guideline PCG 2018/4" - STEP Australia Endorsement of BNR Partners Submission to the Tax Practitioner Stewardship and Forums

28 February 2023

"Application of MLC Investments Limited (ACN 002 641 661) [2022] NSWSC 1541" - STEP Australia Submission to The Attorney General

25 January 2023

"Multinational tax integrity, Public Beneficial Ownership Register " - STEP Australia Endorsement of The Tax Institute's Submission to The Treasury

22 December 2022

Upcoming Events

Discussion Group – Emerging TEP Professionals | 21 November 2023 | STEP South Australia

STEP South Australia
Tips & Tricks regarding Estate Administration.
PLEASE REGISTER YOUR ATTENDANCE

Christmas Dinner & Lecture 2023

STEP South Australia
Christmas Dinner & Lecture; The Honourable Justice Patrick O’Sullivan presenting on; Resulting Trusts and the Presumptions of Advancement: When the two presumptions collide.
PLEASE REGISTER YOUR ATTENDANCE

Seminar | 23 November 2023 | STEP Western Australia

STEP Western Australia
An Insight Into Forensic Accounting and Areas to Beware of – Charles Napoli
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.

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 NATIONAL
TRUSTS & ESTATES CONFERENCE 2024

STEP AUSTRALIA
MENTORSHIP PROGRAMME 2024

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Professionals
Advising Families

ADVOCACY

Events