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

Richard Ross-Smith

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Richard Ross-SmithCo-Chair

South Australian Bar
Julie Van der Velde TEP

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Julie Van der Velde TEPCo-Chair

VdV Legal
Donna Benge TEP

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Donna Benge TEPCo-Vice Chair

Piper Alderman
Adeline Lim TEP

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Adeline Lim TEPCo-Vice Chair

Australian Executor Trustees Ltd
Connie Parkinson TEP

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Connie Parkinson TEPSecretary

Carpenter & Associates
Stephen Thiele TEP

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Stephen Thiele TEPTreasurer

Seta Pty Ltd
Rod Luker TEP

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Rod Luker TEPCommittee Member

Hume Taylor & Co
Fiona Fagan TEP

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Fiona Fagan TEPCommittee Member

Tindall Gask Bentley
Michael Fox TEP

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Michael Fox TEPCommittee Member

KMT Wealth Strategies
David Wright

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David WrightCommittee Member

University of Adelaide

STEP South Australia Events

Date Event Venue
Wednesday 10 April 2019 Seminar

“Terminating Trusts ”

Presenter: Harry Patsias

Presentation covers:

–  the ways in which a trust may come to an end
–  the continuing obligations upon trustees
–  the competing rights of trustees and beneficiaries
–  the administrative and practical aspects of terminating
–  the taxation aspects of terminating

Ticket Purchase

More details

The Naval & Military Air Force Club of SA 111 Hutt Street Adelaide
Tuesday 16 April 2019 Pop-Up Discussion Group

“Accountants PUDG – Unpaid Present Entitlements”

Facilitator: Ken Schurgott

Ticket Purchase

i2 Advisory 38 Sydenham Road, Norwood, South Australia 5067
Thursday 23 May 2019 AGM & Seminar

“The Australian Financial Complaints Authority”

Speaker: Suzanne McKenzie

Ticket Purchase

Naval Military and Air Force Club 111 Hutt Street, Adelaide, South Australia 5000
Tuesday 28 May 2019 Young Professionals

“Estate Planning to Protect Assets”

Speaker: Michael

Ticket Purchase

Naval Military and Air Force Club 111 Hutt Street, Adelaide, South Australia 5000

Contact Us

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Co-Chair Julie Van der Velde.