STEP Events in Australia

“Super Death: All you need to know and didn’t know you needed to know”

Peter Bobbin TEP

Ticket Purchase

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

Judicial Registrar TFM Associate Chair Georgina Borg

“The ATO speaks SMSF – Hear what is of current interest to the Regulator”

Jeremy Geale, Deputy Chief Tax Counsel, Tax Counsel Network Australian Taxation Office

In his presentation Jeremy Geale will cover: an overview of the superannuation amendments made in 2017 as part of the Fair and Sustainable Superannuation Package; the ATO’s role as a regulator of SMSF’s – including when we take action and how you can work with us when a client has issues; our approach to issues of non-compliance and how to work with us; and other issues that are attracting our attention.

Ticket Purchase

“SMSFs – 2017/2018 Planning and Beyond”

Speaker: Jemma Sanderson

Financial Agreements

Carla Santo of Santo Family Lawyers

‘Entitlement of Accounting Parties to Remuneration’

The Honourable Justice Geoff Lindsay

Ticket Purchase

Tricks, Traps and Options when valuing a Business

Panel Daniel Aghion, Barrister Rory Maguire RK

“Family Provision and SALRI Review”

Dr. Sylvia Villios

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‘Cy Pres Schemes – A Practical Guide’

Mr Robert Whiteford TEP

Ticket Purchase

Topic to be advised

Duane O’Donnell of Credit Suisse

“The Australian Tax Pitfalls of Administering an Estate with International Connections”

Ian Raspin TEP

In his presentation Ian Raspin will cover his third book, being released in July, ”The Australian Tax Pitfalls of Administering an Estate with International Connections”. Each attendee at the seminar will receive a complimentary copy of his book. For more information on the book or to purchase his other books click here.

Ticket Purchase

Topic to be advised

Chair Daniel Kelliher

Program

• Justice Roslyn Atkinson, “Opening Address”
• Rebecca Treston QC, TEP, “To intermeddle or not to intermeddle – That is the question”
• Peter Bobbin, TEP, “Tax treatment of superannuation death benefits”
• Justice Martin Daubney, “Ethics and succession – The view from the bench”
• Jeff Otto, TEP, “Enduring powers of attorney – Managing conflicts of interest”
• Angela Rae, “Estate Litigation – What’s hot right now”
• Michael Liddy, “Contesting superannuation death benefit nominations and trustee decisions”
• Michael Klatt, TEP, “Estate Administration – What’s hot right now”
• Angela Cornford-Scott, TEP, “Estate Planning – What’s hot right now”
• Renee Bennett, TEP, “The Small Estate – Strategies for settling disputes”
• Neil Wickenden, TEP, “Closing Address”

Ticket Purchase

Program

Cyber Security what it means for you and your clients

Phil D’rozario

Topic to be advised

Lucas Clayton

“Aspects of Elder Law”

Prof. Wendy Lacey

Digital Assets in Estates

Ines Kallweit

‘Fiduciary Obligations – a Practical Perspective’

The Hon. Justice David J Jackson

Ticket Purchase

Common issues in Estate Administration from An Estate Manager’s Point of View.

Maria Shaw and Nicole Woodward of Australian Unity

This will be a combination of recent cases as well as their own case studies that provide insight into will drafting errors and what happens when an estate is then administered.

Topic and Speaker to be advised

“The use of citations”

Pam McEwin TEP

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

Topic to be advised

Chair Georgina Borg

Topic to be advised

The Honourable Justice Philip Hallen

Dr Hayley Bennet

Topic and Speaker to be advised

Program to be advised