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.

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Committee Members

Richard Ross-Smith

Richard Ross-SmithCo-Chair

South Australian Bar
Julie Van der Velde TEP

Julie Van der Velde TEPCo-Chair

VdV Legal
Donna Benge TEP

Donna Benge TEPCo-Vice Chair

Piper Alderman
Adeline Lim TEP

Adeline Lim TEPCo-Vice Chair

Australian Executor Trustees Ltd
Connie Parkinson TEP

Connie Parkinson TEPSecretary

Carpenter & Associates
Stephen Thiele TEP

Stephen Thiele TEPTreasurer

Seta Pty Ltd
Rod Luker TEP

Rod Luker TEPCommittee Member

Hume Taylor & Co
Fiona Fagan TEP

Fiona Fagan TEPCommittee Member

Tindall Gask Bentley
Michael Fox TEP

Michael Fox TEPCommittee Member

KMT Wealth Strategies
David Wright

David WrightCommittee Member

University of Adelaide
Ian McFarlane

Ian McFarlaneCommittee Member

CMS Private Advisory
Harry Patsias

Harry PatsiasCommittee Member

Wallmans Lawyers

STEP South Australia Events

Date Event Venue
Thursday 22 August 2019 Seminar STEP SA

Topic:  Capacity in Succession Law:  A Medical Perspective

Presenter: Jane Lonie

Capacity in Succession Law

The Naval & Military Air Force Club of SA 111 Hutt Street Adelaide
Tuesday 3 September 2019 Young Professionals STEP SA

Topic: Taxation of Trusts

Presenter:  Julie Van der Velde

Sept 2019 Young Professionals

The Naval & Military Air Force Club of SA 111 Hutt Street Adelaide  
Wednesday 4 September 2019 Building Knowledge Series

Topic:  Estate Planning

Presented by:  STEP SA and CA ANZ


CA ANZ Adelaide Level 29 91 King William Street Adelaide
Wednesday 2 October 2019 STEP SA Forum – The cost, value and benefit of managing Digital Assets well

STEP SA supported by Executive Education at The University of Adelaide

Forum – The cost, value and benefit of managing Digital Assets well

The Uni of Adelaide Oct 2019

Adelaide University Business School L7, Nexus 10 Tower, Cnr Pulteney St & North Tce, Adelaide
Tuesday 22 October 2019 STEP SA Presentation

Topic:  Special Issues in the Taxation of Trusts

Presenter:  Julie Van der Velde

Naval, Military & Airforce Club 111 Hutt Street, Adelaide
Thursday 14 November 2019 Seminar STEP SA

Topic:  “Quirks for Legal Personal Representatives”

Presenter: Richard Ross-Smith

The Naval & Military Air Force Club of SA 111 Hutt Street Adelaide
Tuesday 3 December 2019 STEP SA Members Christmas Dinner

Save the Date – Members Christmas Dinner & Lecture

Adelaide Convention Centre North Terrace, Adelaide
Friday 6 March 2020 STEP SA Trust Symposium 2020

Save the date

‘A Decade of Symposia’

Adelaide Oval North Adelaide

Contact Us

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Secretariat