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 TEP

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Mark Streeter TEPWebmaster

Streeterlaw
Jennifer Jackson TEP

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Jennifer Jackson TEPEvents 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 13 February 2019 Lunch and Learn Session

Emerging Areas of Law

Kim Boettcher of Chalfont Chambers

This presentation will cover an array of matters involving older people and the legal system.

Sydney Venue to be advised
Wednesday 13 March 2019 Lunch and Learn Session

“Financial and Succession Planning in an Ever Changing Landscape”

Lucas Clayton and David Barret

Ticket Purchase

Macquarie Group Limitied, 50 Martin Place, Sydney

Contact Us

Branch correspondence address:

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

Email Branch Secretary

Email Branch Chair