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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Mark Streeter TEPChair
Streeterlaw
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Phillip McGowan TEPBranch Secretary
McCullough Robertson Lawyers
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Louise McBride TEPMembership Officer
Wentworth Chambers
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Peter Bobbin TEPCommittee Member
Coleman Greig Lawyers
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Jennifer Jackson TEPEvents Officer
JMJ Legal
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The Hon. Philip Hallen TEPCommittee Member
Supreme Court of New South Wales
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Richard Neal TEPCommittee Member
Teece Hodgson & Ward
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Chris Young TEPCommittee Member
Wilkinson Throsby & Edwards
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James WhileyEvents Coordinator
Hall & Wilcox
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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 |
