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.
STEP Western Australia
Seminar - Incapacity in Relationships - The Tension between SAT and the Family Court
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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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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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STEP New South Wales
Lunch and Learn - Managing the risks for future wealth transfer for High Net Worth Clients
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STEP Queensland
Seminar - Testamentary trusts – recent changes & Powers of appropriation and tax exemptions
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STEP Victoria
Seminar - Core Elements (3): Systems Theory - Family Dynamics & Structures | Elements of Family Conflict
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STEP Victoria
Seminar - Core Elements (4): Family Capital - Legacy & Stewardship | Transitions & Exits | Next Generation Education
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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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STEP South Australia
Seminar - "The Fate of property Held: Joint Ownership and Survivorship" - William Sloan
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STEP Victoria
Seminar - Key Advisory Activities (1): Family Plans - Strategies, Structures, Systems & Skills
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STEP Victoria
Seminar - Key Advisory Activities (2): Business Plans - Strategies, Structures, Systems & Skills
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STEP Victoria
Seminar - Key Advisory Activities (3): Succession Planning - Family & Business Continuity
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STEP Queensland
Seminar - Rectification of Wills & Trust Instruments/ lost wills and trust instruments
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STEP Victoria
Seminar - Interactive Online Workshop (exclusive to participants in full program): Case Study - feedback & discussion
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