STEP South Australia

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

STEP South Australia provides a forum in which professionals from different professions (law, accounting and financial planning) can collaborate and share knowledge and experience.  The areas of expertise of our members span taxation, trusts and equity, estates and succession planning, and dispute resolution.  There is particular interest and expertise in business families succession issues, through the Business Families Special Interest Group.

We aim to provide education in three main areas:

  • Trust law and equity
  • Estates and succession planning
  • Australian and State taxation issues concerning trusts, including superannuation funds

All of our events include networking opportunities after each presentation.

Most events are held in the early evenings and consist of lectures or panel discussions, covering both practical and theoretical/jurisprudential issues.  The presenters usually provide a written paper.

We also hold ‘Pop Up Discussion Groups’, which allow more informal and in depth discussion of recent lectures, cases or articles.  Attendees are encouraged to contribute to the discussion, and attendee numbers are limited.

The Annual Trusts Symposium is our showcase event each year.  The Symposium, which is primarily concerned with trust law, has become a ‘must attend’ event for many practitioners.  Speakers have included superior court judges, academics and leading lawyers.  For further details, see here.

Committee Members

Rod Luker TEP

Rod Luker TEPChair

Hume Taylor & Co
Richard Ross-Smith

Richard Ross-SmithVice Chair

South Australian Bar
Julie Van der Velde TEP

Julie Van der Velde TEPVice Chair

VdV Legal
Connie Parkinson TEP

Connie Parkinson TEPSecretary

Carpenter & Associates
Stephen Thiele TEP

Stephen Thiele TEPTreasurer

Seta Pty Ltd
Gaetano Aiello TEP

Gaetano Aiello TEPCommittee Member

Treloar & Treloar
Donna Benge TEP

Donna Benge TEPCommittee Member

Piper Alderman
Fiona Fagan TEP

Fiona Fagan TEPCommittee Member

Tindall Gask Bentley
Christina Flourentzou TEP

Christina Flourentzou TEPCommittee Member

Supreme Court of South Australia
Michael Fox TEP

Michael Fox TEPCommittee Member

KMT Wealth Strategies
Rod Genders TEP

Rod Genders TEPCommittee Member

Genders and Partners
Adeline Lim TEP

Adeline Lim TEPCommittee Member

Australian Executor Trustees Ltd
Campbell Rankine TEP

Campbell Rankine TEPCommittee Member

Campbell Rankine
David Wright

David WrightCommittee Member

University of Adelaide

STEP South Australia Events

Date Event Venue
Friday 9 March 2018 8th Annual Trusts Symposium

The 8th Annual Trusts Symposium, presented by STEP South Australia branch in conjunction with the Law Society of South Australia.

Hilton Adelaide, Victoria Square, Adelaide

Contact Us

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Chair