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STEP Events in Australia

Date Event Venue
Friday 22 March 2019 STEP WA Half Day Conference

“Intestacy and the proposed changes to the Administration Act 2019”

Presenters:

3 CPD points (1 point in Competency Area 3 + 2 points Competency Area 4)

Ticket Purchase

Programme

QT Hotel Perth
Tuesday 26 March 2019 STEP Queensland 2019 Half Day Intensive

“Dealing with superannuation claims”

Presenters:

  • Debbie Robinson – General Counsel, Sunsuper
  • Pam McAlister – Ombudsman, Australian Financial Complaints Authority
  • Scott Hay-Bartlem TEP, Cooper Grace Ward Lawyers

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Queensland Law Society, 2nd floor, 179 Ann Street, Brisbane
Friday 29 March 2019 Round Table Discussion

Discussion on how the new Probate rules are going including any issues, tips or tricks.

Speaker: Brendan McManus

RSVP

Public Trustee, Hobart
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

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More details

The Naval & Military Air Force Club of SA 111 Hutt Street Adelaide
Wednesday 10 April 2019 Seminar

“Transactions to Defeat Family Law Claims – the Monster Waiting for Estate Planners”

Speaker: Andrew Davies TEP, ‘O’Sullivan Davies

Ticket Purchase

O'Sullivan Davies, Perth
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
Tuesday 30 April 2019 Lunchtime Seminar

“Equity/Trusts – Equitable remedies”

Presenter: Andrew Fraser – Queensland Bar

Ticket Purchase

Bar Common Room, Inns of Court, 107 North Quay, Brisbane - lunch 12:30pm - 1:00pm, Then Gibbs Room, Inns of Court for the seminar 1:00pm - 2:00pm
Wednesday 1 May 2019 Seminar & AGM

“Re Narumon Pty Ltd: A Treasure Trove for Wills and Estate Practitioners”

Speaker: Richard Williams TEP, Queensland Bar

Ticket Purchase

Jackson McDonald, Perth
Wednesday 8 May 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Wednesday 8 May 2019 STEP Queensland #STEPNEXTGEN Series

“Estate Administration – ‘Preparing a good estate account’ & ‘Practical tips when dealing with appropriation of assets'”

Presenters: Ashleigh Poole – Thynne Macartney & Kelly Gatehouse – McInnes Wilson Lawyers

Ticket Purchase

Brisbane Venue to be advised
Wednesday 8 May 2019 STEP Queensland #STEPNEXTGEN Series

Topic 1: Preparing a good estate account.
Presenter: Ashleigh Poole TEP – Thynne Macartney

Topic 2: Practical tips when dealing with appropriation of assets.
Presenter: Kelly Gatehouse TEP – McInnes Wilson Lawyers

Ticket Purchase

College of Law rooftop, 140 Ann Street, Brisbane
Tuesday 14 May 2019 Seminar

“Blue print for Success: Effectively Plan for Succession”

Speaker: Sean Cortis, Chapman Eastway

Sydney Venue
Wednesday 15 May 2019 STEP Australia 2019 Conference

Trusts and Estates – Preparing for the Next Decade

Conference Dates: Wednesday 15 May to Friday 17 May, 2019

Speakers:

Ticket Purchase

Program

Stamford Plaza, Brisbane, Australia
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
Tuesday 4 June 2019 Lunchtime Seminar

“Guardianship/Administration/EPA Focus – Elder Abuse”

Presenter: Natalie Siegel-Brown – Public Guardian

Ticket Purchase

Queensland Law Society, 2nd floor, 179 Ann Street, Brisbane
Wednesday 12 June 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Wednesday 19 June 2019 Seminar

“Foreign residency with reference to the Harding case”

Speaker: Peter Norman

Banco Court Supreme Court of NSW
Wednesday 26 June 2019 STEP Queensland #STEPNEXTGEN Series

“How to prepare estate cases for hearing or trial; practice, procedure and evidence; working with counsel; mediation; the day of the hearing or trial.”

Presenter: Jeff Otto – Chancery Barristers + Mediators

Ticket Purchase

College of Law rooftop, 140 Ann Street, Brisbane
Wednesday 10 July 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Wednesday 17 July 2019 Seminar

“The Institutional Constructive Trust – A modern look at a remedy or a trust?”

Speaker: David Raphael

Banco Court Supreme Court of NSW
Tuesday 6 August 2019 Lunchtime Seminar

“Core Area for Solicitors and Barristers – Advocacy – A view from the bench – Practical advocacy tips for succession lawyers”

Presenter: The Hon. Justice Ann Lyons SJA, TEP – Supreme Court of Queensland

Ticket Purchase

Queensland Law Society, 2nd floor, 179 Ann Street, Brisbane
Wednesday 14 August 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Wednesday 21 August 2019 Seminar

“Key aspects of estate mediation”

Speaker: Steve Lancken, Negocio Resolutions

Banco Court Supreme Court of NSW
Wednesday 11 September 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Friday 13 September 2019 STEP QLD Trusts and Estates Conference

Save the Date

More information to follow.

Peppers Salt Resort and Spa, Kingscliff
Wednesday 18 September 2019 Seminar

Topic and Speaker TBA

Banco Court Supreme Court of NSW
Wednesday 9 October 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Tuesday 15 October 2019 Lunchtime Seminar

“Estate Administration – Practical tips in dealing with international estates”

Presenter: Angela Cornford-Scott, TEP – Cornford-Scott Lawyers

Ticket Purchase

Queensland Law Society, 2nd floor, 179 Ann Street, Brisbane
Wednesday 16 October 2019 Seminar

“Enduring Problems: the interrelationship of elder law and succession law”

Speaker: Jane Needham, SC

Banco Court Supreme Court of NSW
Wednesday 13 November 2019 Lunch and Learn Session

Topic and Speaker to be advised

Sydney Venue
Wednesday 20 November 2019 Seminar

“How to deal with an equity suit when your client or opponent is enamoured with Dr Google”

Speaker: Peter Young  AO, former Chief Judge in Equity and NSW Court of Appeal

Banco Court Supreme Court of NSW

Upcoming Events

STEP Queensland Branch presents an Annual Trusts and Estates Conference, 2018 - for further details see here

 

Past Events

STEP South Australia Branch presents an Annual Trusts Symposium, 2017 - for further details see here

STEP Queensland Branch presents an Annual Trusts and Estates Conference - for further details see here

STEP Australia 2017 Conference - see here

The STEP Worldwide events calendar is accessible here