STEP Victoria

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

STEP Victoria has more than 100 members, including lawyers, barristers, judges, accountants and financial planners. Most members are located in Melbourne, but we also have members in regional locations.

We hold four to five meetings annually in central Melbourne, with an individual speaker or panel presentation on a topical subject. Presentations reflect the broad range of interests and clients of the membership group. Past topics have included: taxation of deceased estates, philanthropy and charitable foundations, foreign death duties and estate planning strategies, the impact of binding financial agreements on deceased estates, and disputes between trustees and beneficiaries. These meetings are free to members.

An annual half-day conference provides an opportunity for longer presentations from specialist lawyers, accountants, financial planners and other industry professionals, and is the focus education event for the branch each year. It is followed by a cocktail event, providing a social and networking opportunity for members and non-members alike.

STEP Victoria has two special interest groups, established in 2013, that hold two meetings per year. These groups discuss estate planning, and estate and trust litigation. They are open to all members, and provide a forum for discussion.

Committee Members

Rachel Grabovic TEP

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Rachel Grabovic TEPChair

Rigby Cooke Lawyers
Angela Cursio TEP

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Angela Cursio TEPSecretary

Fischer McCrae Lawyers
Howard Jones TEP

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Howard Jones TEPTreasurer

Septimus Jones & Lee
Ines Kallweit TEP

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Ines Kallweit TEPMembership Officer

McKean Park
Mercia Chapman TEP

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Mercia Chapman TEPCommittee Member

Equity Trustees Ltd
Daniel Kelliher TEP

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Daniel Kelliher TEPCommittee Member

Russell Kennedy Solicitors
Bernard McMenamin TEP

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Bernard McMenamin TEPCommittee Member

Clarke & Company
Andrea Olsson TEP

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Andrea Olsson TEPCommittee Member

MST Lawyers
Ian Raspin TEP

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Ian Raspin TEPCommittee Member

BNR Partners

STEP Victoria Events

Date Event Venue
Monday 16 April 2018 Special Interest Group – Estate Planning

Superannuation Caps and estate planning

Chair Daniel Kelliher

Russell Kennedy 469 LaTrobe Street Melbourne
Monday 21 May 2018 AGM and Members Meeting

Intestacy Laws and Executor Commission – the law applied

Rick Wells, Barrister

Russell Kennedy 469 LaTrobe Street Melbourne
Monday 18 June 2018 SIG – Litigation

Court E-Filing Current court filing requirements and procedure for the TFM list

Judicial Registrar TFM Associate Chair Georgina Borg

Russell Kennedy 469 LaTrobe Street Melbourne
Monday 23 July 2018 Members Meeting

Tricks, Traps and Options when valuing a Business

Panel Daniel Aghion, Barrister Rory Maguire RK

Equity Trustees 575 Bourke Street Melbourne
Monday 20 August 2018 SIG – Estate Planning

Topic to be advised

Chair Daniel Kelliher

Septimus Jones and Lee 5/99 William Street Melbourne
Monday 10 September 2018 Members Meeting

Cyber Security what it means for you and your clients

Phil D’rozario

Hall and Wilcox 525 Collins Street, Melbourne
Thursday 25 October 2018 Half Day Conference

When hell freezes over…I will move into aged care! What other options do I have?

Life Interest, how are they valued

Tax and Trusts Taking a closer look at Vesting a trust, resettlements and excluding beneficiaries

Speakers: Margaret Harrison, Cumpston Sarjeant Actuaries, Michael Flynn QC

RACV 501 Bourke Street Melbourne
Monday 12 November 2018 SIG – Litigation

Topic to be advised

Chair Georgina Borg

Septimus Jones and Lee 5/99 William Street Melbourne
Monday 10 December 2018 Members Meeting – End of year function

Topic and Speaker to be advised

Aitken Partners 28/140 William Street Melbourne

Contact Us

General enquiries - Angela Cursio

Membership enquiries - Ines Kallweit