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STEP Events in Australia

Date Event Venue
Tuesday 23 October 2018 Seminar


Pam McEwin TEP

The presentation will examine Citations in the probate jurisdiction and will cover: a citation to propound, citation to bring a grant, citation to refuse or accept a grant and citation to see proceedings.

Ticket Purchase

Naval Military and Air Force Club, 111 Hutt Street, Adelaide 5000
Thursday 25 October 2018 STEP Victoria Conference 2018


  • Margaret Harrison, “Residential Options for Older Australians”
  • Cumpston Sarjeant Actuaries, “Life interests: An Actuarial Perspective”
  • Michael Flynn QC, “Tax and Trusts -Taking a closer look at Vesting a trust, resettlements and excluding beneficiaries”

Ticket Purchase

RACV 501 Bourke Street Melbourne
Friday 26 October 2018 STEP Western Australia Branch Incapacity Conference


  • Justice Geoff Lindsay Supreme Court of NSW
  • Ms Mandy Tibbey
  • Dr John Hockley TEP
  • Mr Lewis Chiat
  • Mrs Fran Ottolini
  • Mr Gaynor Noonan
  • Prof Paul Skerritt
  • Mrs Susan Fielding TEP
  • Mrs Sally Bruce TEP
  • Ms Rachel Cosentino
  • Dr Elizabeth Vuletich

This conference will cover elder abuse and protection of vulnerable persons, person lacking capacity, suffering mental disabilities, mental health, addiction and substance abuse problems.

Ticket Purchase


The Westin, 480 Hay St, Perth WA 6000
Monday 12 November 2018 SIG – Litigation

Topic to be advised

Chair Georgina Borg

Septimus Jones and Lee 5/99 William Street Melbourne
Wednesday 14 November 2018 Lunch and Learn Session

”Lessons learned from recent trust-related equity and tax litigation”

Bradley Jones, Liz Bishop and Kate Madgwick

Dialogue by ISPT, George Place, Level 2, 345 George Street, Sydney NSW 2000
Wednesday 21 November 2018 Seminar

Testamentary Trusts and Will Making Implications for Capacity Assessments and Establishing Knowledge and Approval

The Honourable Justice Philip Hallen

Dr Hayley Bennet

Ticket Purchase

Banco Court, Supreme Court of NSW
Monday 10 December 2018 Members Meeting – End of year function

Topic and Speaker to be advised

Aitken Partners 28/140 William Street Melbourne
Wednesday 13 February 2019 Lunch and Learn Session

Emerging Areas of Law

Kim Boettcher of Chalfont Chambers

This presentation will cover an array of matters involving older people and the legal system.

Sydney Venue to be advised
Friday 8 March 2019 2019 Trusts Symposium

Program to be advised

Adelaide Venue to be advised
Wednesday 13 March 2019 Lunch and Learn Session

“Financial and Succession Planning in an Ever Changing Landscape”

Lucas Clayton and David Barret

Ticket Purchase

Macquarie Group Limitied, 50 Martin Place, Sydney
Wednesday 15 May 2019 STEP Australia 2019 Conference


15 May 2019 -17 May 2019

Program to be advised

Register your interest


Stamford Plaza, Brisbane, Australia

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