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
Louise McBride TEP

Louise McBride TEPMembership Officer

Wentworth Chambers
Mark Streeter

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Mark StreeterCommittee Member, Webmaster

Streeterlaw
Jennifer Jackson

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
Michelle Johnson TEP

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Michelle Johnson TEPCommittee Member

Lawyer
Phillip McGowan TEP

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Phillip McGowan TEPCommittee Member

de Groots Wills & Estate Lawyers
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

Chris Young TEPCommittee Member

Wilkinson Throsby & Edwards

STEP New South Wales Events

Date Event Venue
Wednesday 14 February 2018 Seminar

‘Fragmentation of Equities’

The Honourable Justice Julie Ward

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

‘Family Provision. Double or nothing – the two legged lottery’

Lindsay Ellison SC

HLB Mann Judd, Level 19, 207 Kent St, Sydney
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.

Banco Court, Supreme Court of NSW
Wednesday 16 May 2018 Seminar

Topic to be advised

Malcolm Schyvens

Banco Court, Supreme Court of NSW
Wednesday 20 June 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Wednesday 18 July 2018 Seminar

‘Entitlement of Accounting Parties to Remuneration’

Jeff Lindsay

Banco Court, Supreme Court of NSW
Wednesday 15 August 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Wednesday 19 September 2018 Seminar

Topic and Speaker to be advised

Banco Court, Supreme Court of NSW
Wednesday 17 October 2018 Seminar

Topic to be advised

Dr Hayley Bennet

The Honourable Justice Philip Hallen

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

Topic to be advised

The Honourable Justice Philip Hallen

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