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Step Events

STEP Events
In Australia

STEP is the global professional association for those advising families across generations. Our events bring together leading minds in trusts and estates from across STEP Australia and beyond.

May 2022
24 May 2022 5:30 pm - 7:30 pm
O’Sullivan Davies Family Lawyers, Perth,
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Seminar | 24 May 2022 | STEP Western Australia

STEP Western Australia
Seminar - Incapacity in Relationships - The Tension between SAT and the Family Court
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26 May 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 26 May 2022 | STEP Victoria

STEP Victoria
Seminar - Core Elements (2): Best Practice Advisory Model - Agility, Collaboration & Trustworthiness | Client Diagnostics | Code of Ethics & Professional Practice | Engagement Planning | Project Management | Value Billing
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31 May 2022 5:30 pm - 7:00 pm
Naval Military & Air Force Club of SA, 111 Hutt Street
Adelaide,
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Seminar | 31 May, 2022 | STEP SOUTH AUSTRALIA

STEP South Australia
Seminar - "SMSF suitability:  when should I start an SMSF & more importantly when should I close my SMSF?" - John Maroney
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Jun 2022
08 June 2022 12:30 pm - 1:30 pm
Online Event,

Lunch and Learn | 8 June 2022 | STEP New South Wales

STEP New South Wales
Lunch and Learn - Managing the risks for future wealth transfer for High Net Worth Clients
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14 June 2022 1:00 pm - 2:00 pm
Queensland Law Society, Brisbane,
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Seminar | 14 June 2022 | STEP Queensland

STEP Queensland
Seminar - Testamentary trusts – recent changes & Powers of appropriation and tax exemptions
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23 June 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 23 June 2022 | STEP Victoria

STEP Victoria
Seminar - Core Elements (3): Systems Theory - Family Dynamics & Structures | Elements of Family Conflict
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Jul 2022
28 July 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 28 July 2022 | STEP Victoria

STEP Victoria
Seminar - Core Elements (4): Family Capital - Legacy & Stewardship | Transitions & Exits | Next Generation Education
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Aug 2022
16 August 2022 1:00 pm - 2:00 pm
Queensland Law Society, Brisbane,
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Seminar | 16 August 2022 | STEP Queensland

STEP Queensland
Seminar - Wills for high net wealth clients – how to draft a Will when assets fall out of the estate through companies/trusts
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18 August 2022 5:30 pm - 7:00 pm
Naval Military & Air Force Club of SA, 111 Hutt Street
Adelaide,
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Seminar | 18 August, 2022 | STEP SOUTH AUSTRALIA

STEP South Australia
Seminar - "The Fate of property Held: Joint Ownership and Survivorship" - William Sloan
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25 August 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 25 August 2022 | STEP Victoria

STEP Victoria
Seminar - Key Advisory Activities (1): Family Plans - Strategies, Structures, Systems & Skills
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Sep 2022
29 September 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 29 September 2022 | STEP Victoria

STEP Victoria
Seminar - Key Advisory Activities (2): Business Plans - Strategies, Structures, Systems & Skills
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Oct 2022
27 October 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 27 October 2022 | STEP Victoria

STEP Victoria
Seminar - Key Advisory Activities (3): Succession Planning - Family & Business Continuity
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Nov 2022
08 November 2022 1:00 pm - 2:00 pm
Queensland Law Society, Brisbane,
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Seminar | 8 November 2022 | STEP Queensland

STEP Queensland
Seminar - Rectification of Wills & Trust Instruments/ lost wills and trust instruments
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24 November 2022 12:00 pm - 1:00 pm
Online Event,

Seminar | 24 November 2022 | STEP Victoria

STEP Victoria
Seminar - Interactive Online Workshop (exclusive to participants in full program): Case Study - feedback & discussion
PLEASE REGISTER YOUR ATTENDANCE

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