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WELCOME AND CONGRATULATIONS As we enter a new year we would like to officially announce the 2023 STEP Australia Board! Ian Raspin TEP, ChairChris Herrald TEP, Deputy ChairJim O’Donnell TEP, SecretaryMichael …

12 October 2021 – In response to Treasury’s call for submissions, policy experts at STEP Australia have identified several gravely concerning implications arising from recent amendments to foreign investment regulations …

OUR NEXT RESEARCH PROJECT FINANCIAL DECISION-MAKING CAPACITY – A CHALLENGE FOR ADVISORS How do you identify if a client’s lack of decision-making capacity is impacting on their ability to independently …

A recently proposed government register for monitoring enduring powers of attorney may do more harm than good, according to expert review   The Society of Trust and Estate Practitioners Australia …

Recent surveys from Singapore and Australia show that many adults have not prepared a will. Professor of Practice in Financial Planning, Dr Adam Steen, writes that estate planning will spare …

STEP Australia, which represents specialists in trusts, estate planning and in supporting the needs of families, has contacted the Department of the Treasury to raise concerns with a tax law …

Chair of STEP Australia Mark Fatharly TEP has given a warm welcome to a new guideline on capital gains tax for deceased estates announced last month by the Australian Taxation …

In December 2017, STEP Worldwide launched the new Speaker Search function on the STEP website, which aims to help committee members find speakers for their events. More than 500 members …