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.

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Committee Members

Mark Streeter TEP

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Mark Streeter TEPChair

Streeterlaw
Phillip McGowan TEP

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Phillip McGowan TEPBranch Secretary

McCullough Robertson Lawyers
Louise McBride TEP

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Louise McBride TEPMembership Officer

Wentworth Chambers
Peter Bobbin TEP

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Peter Bobbin TEPCommittee Member

Coleman Greig Lawyers
Jennifer Jackson TEP

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Jennifer Jackson TEPEvents Officer

JMJ Legal
The Hon. Philip Hallen TEP

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The Hon. Philip Hallen TEPCommittee Member

Supreme Court of New South Wales
Richard Neal TEP

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Richard Neal TEPCommittee Member

Teece Hodgson & Ward
Chris Young TEP

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Chris Young TEPCommittee Member

Wilkinson Throsby & Edwards
James Whiley

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James WhileyEvents Coordinator

Hall & Wilcox
Rick Christie

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Rick ChristieCommittee Member

ChristieLaw

STEP New South Wales Events

Date Event Venue
Wednesday 10 February 2021 Lunch and Learn Session

Lunch and Learn Session

“Electronic signing of documents update”

Anthea McIntyre of McIntyre Legal 

To Be Announced, Sydney
Wednesday 17 February 2021 Seminar

Seminar

“Expert Evidence in Testamentary Capacity cases”

The Hon. Justice Hallen TEP of Supreme Court of New South Wales

Banco Court, Sydney
Wednesday 10 March 2021 Lunch and Learn Session

Lunch and Learn Session

“Tax reform in the trust space”

Andrew Mills of Tax Institute

To Be Announced, Sydney
Wednesday 17 March 2021 Seminar

Seminar

“Probate applications – practice update on dealing with Probate Registry including, applications, the passing of accounts and executor commission”

Irina Hoskinson of Supreme Court of New South Wales

Banco Court, Sydney
Wednesday 14 April 2021 Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

To Be Announced, Sydney
Wednesday 21 April 2021 Seminar

Seminar

“ATO DB on Managing Trusts”

ATO Deputy Commissioner

Banco Court, Sydney
Wednesday 12 May 2021 Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

To Be Announced, Sydney
Wednesday 19 May 2021 Seminar

Seminar

“Family Provisions – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Banco Court, Sydney
Wednesday 9 June 2021 Lunch and Learn Session

Lunch and Learn Session

“Oversight of Not For Profits”

Gary Johns

To Be Announced, Sydney
Wednesday 16 June 2021 Seminar

Seminar

“Mediation in Succession Matters”

Ian Davidson

Banco Court, Sydney
Wednesday 14 July 2021 Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

To Be Announced , Sydney
Wednesday 21 July 2021 Seminar

Seminar

“Dealing with Digital Assets upon Incapacity or Death”

Lisa Barca and Rosemary Carreras of Coleman Greig

Banco Court, Sydney
Wednesday 11 August 2021 Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

To Be Announced, Sydney
Wednesday 18 August 2021 Seminar

Seminar

“Aged Care Reform: Controls in place to prevent abuse”

Shelly Kapur

Banco Court, Sydney
Wednesday 8 September 2021 Lunch and Learn Session

Lunch and Learn Session

“Issues emerging from recent cases and appeals”

Kim Boettcher of Frederick Jordan Chambers

To Be Announced, Sydney
Wednesday 15 September 2021 Seminar

Seminar

Topic and Speaker – To Be Announced

Banco Court, Sydney
Wednesday 13 October 2021 Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

To Be Announced, Sydney
Wednesday 20 October 2021 Seminar

Seminar

“CGT on Estates including Main Residence exemption”

Ian Rankin

Banco Court, Sydney
Wednesday 17 November 2021 Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

To Be Announced, Sydney
Wednesday 17 November 2021 Seminar

Seminar

“Statutory Wills”

The Hon. Justice Lindsay of Supreme Court of New South Wales

Banco Court, Sydney

Contact Us

Branch correspondence address:

The Branch Secretary, 2/50 Park St, Sydney NSW 2000

Email Branch Secretary

Email Branch Chair