STEP New South Wales

We welcome all professional advisers, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients.

Our STEP New South Wales branch enjoys membership from legal, accounting, financial services, trust company and judicial backgrounds.  We welcome all professional advisers, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients. We are committed to building strong links between our local, national and international STEP colleagues.

The branch meets every month from February to November at 5.30 p.m., usually on the third Wednesday of the month in the Banco Court, for a lecture or panel discussion followed by networking with light refreshments.  It has been said that our lectures are of a high calibre and directly relevant to professional practice.  Networking brings our members together in sharing ideas and opportunities.

Discussions span wills and succession matters, estate planning and estate administration, discretionary and unit trusts, asset protection, taxation of trusts, superannuation, and financial planning.

Committee Members

Peter Bobbin TEP

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Peter Bobbin TEPChair

Argyle Lawyers
Tim Kelly TEP

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Tim Kelly TEPTreasurer

Crowe Horwath
Phillip McGowan TEP

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Phillip McGowan TEPBranch Secretary

de Groots Wills & Estate Lawyers
Louise McBride TEP

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Louise McBride TEPMembership Officer

Wentworth Chambers
Mark Streeter

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Mark StreeterWebmaster

Streeterlaw
Jennifer Jackson

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Jennifer JacksonEvents Officer

Proctor Willaws
The Hon. Philip Hallen TEP

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The Hon. Philip Hallen TEPCommittee Member

Supreme Court of New South Wales
Neil Wickenden TEP

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Neil Wickenden TEPCommittee Member

HLB Mann Judd
Richard Neal TEP

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Richard Neal TEPCommittee Member

Teece Hodgson & Ward
Pamela Suttor TEP

Pamela Suttor TEPCommittee Member

L Rundle & Co
Chris Young TEP

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Chris Young TEPCommittee Member

Wilkinson Throsby & Edwards

STEP New South Wales Events

Date Event Venue
Wednesday 18 April 2018 Seminar

‘Lessons from Hobhouse v Macarthur Onslow 2016 NSWSC 1831.’

John Stinson

In his presentation John will cover:  the difference between testamentary capacity and knowledge and approval; considerations of the Court when making orders for severance of part of a Will from Probate, and some tips for the drafting of Wills.

Ticket Purchase

Banco Court, Supreme Court of NSW
Wednesday 9 May 2018 Lunch and Learn Session

US Gift and Estate Tax

Speakers – US Lawyers John Campbell and Ann Seller of Kohen and Patton

RSVP

Hall & Wilcox, 60 Castlereagh Street, Sydney
Wednesday 16 May 2018 Seminar

‘The Guardianship Division of NCAT: Current jurisdiction, practice, procedure and proposals for reform’

Malcolm Schyvens, Deputy President and Division Head of NCAT’s Guardianship Division

In his presentation Deputy President Schyvens will provide an overview of the jurisdiction and workload of the Division; discuss the interplay between the Supreme Court and the Division; outline the practice and procedure of the Division with a specific focus on applications to review an enduring power of attorney, then summarise current proposals for reform of the guardianship jurisdiction and the Division.

Banco Court, Supreme Court of NSW
Wednesday 13 June 2018 Lunch and Learn Session

Philanthropy and their Giving Consultancy

Will Beresford of Equity Trustees

 

Equity Trustees, 56 Pitt St, Sydney
Wednesday 20 June 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Wednesday 11 July 2018 Lunch and Learn Session

Financial Agreements

Carla Santo of Santo Family Lawyers

Santo Family Lawyers, Level 21/133 Castlereagh St, Sydney
Wednesday 18 July 2018 Seminar

‘Entitlement of Accounting Parties to Remuneration’

The Honourable Justice Geoff Lindsay

Banco Court, Supreme Court of NSW
Wednesday 8 August 2018 Lunch and Learn Session

Topic to be advised

Duane O’Donnell of Credit Suisse

Venue to be advised
Wednesday 15 August 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Wednesday 12 September 2018 Lunch and Learn Session

Topic to be advised

Lucas Clayton

Macquarie Sydney
Wednesday 19 September 2018 Seminar

Digital Assets in Estates

Ines Kallweit

Banco Court, Supreme Court of NSW
Wednesday 10 October 2018 Lunch and Learn Session

Common issues in Estate Administration from An Estate Manager’s Point of View.

Maria Shaw and Nicole Woodward of Australian Unity

This will be a combination of recent cases as well as their own case studies that provide insight into will drafting errors and what happens when an estate is then administered.

Australian Unity, Level 6, 88 Phillip St, Sydney
Wednesday 17 October 2018 Seminar

Topic and Speaker to be advised

 

Banco Court, Supreme Court of NSW
Wednesday 21 November 2018 Seminar

Topic to be advised

The Honourable Justice Philip Hallen

Dr Hayley Bennet

Banco Court, Supreme Court of NSW

Contact Us

Branch correspondence address:

The Branch Secretary, PO Box No R792, Royal Exchange  NSW 1225

Email Branch Secretary

Email Branch Chair