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STEP Events in Australia

Events
Event
Date
Venue

STEP Into Trusts Series Session 2: Types of Trusts – Specific Issues

Seminar | Emerging TEP Professionals – STEP Into Trusts Series, session 2

Topic:  Types of Trusts – Specific Issues

Presenter:  Caitlyn Ashworth with Rod Jones TEP

Ticket Purchase

Time

Wednesday 10 February 2021

Venue

Duke of Brunswick Hotel 207 Gilbert Street, Adelaide

Lunch and Learn Session

Lunch and Learn Session

“Electronic signing of documents update”

Anthea McIntyre of McIntyre Legal 

Time

Wednesday 10 February 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Expert Evidence in Testamentary Capacity cases”

The Hon. Justice Hallen TEP of Supreme Court of New South Wales

Time

Wednesday 17 February 2021

Venue

Banco Court, Sydney

Seminar

Seminar

“Code of Professional Conduct – what we’re seeing and would like to see”

David Marks QC TEP

David Marks Feb 2021

Time

Thursday 18 February 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Lunch and Learn Session

Lunch and Learn Session

“Tax reform in the trust space”

Andrew Mills of Tax Institute

Time

Wednesday 10 March 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Probate applications – practice update on dealing with Probate Registry including, applications, the passing of accounts and executor commission”

Irina Hoskinson of Supreme Court of New South Wales

Time

Wednesday 17 March 2021

Venue

Banco Court, Sydney

Seminar

Seminar

“Capital Gains and Trusts”

Nicole Peterson

Time

Wednesday 31 March 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 14 April 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“ATO DB on Managing Trusts”

ATO Deputy Commissioner

Time

Wednesday 21 April 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 12 May 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Family Provisions – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Time

Wednesday 19 May 2021

Venue

Banco Court, Sydney

Seminar

Seminar

“The Conflicts of Interests that can Arise in the Administration an Estate”

David Glen

Time

Tuesday 8 June 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Lunch and Learn Session

Lunch and Learn Session

“Oversight of Not For Profits”

Gary Johns

Time

Wednesday 9 June 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Mediation in Succession Matters”

Ian Davidson

Time

Wednesday 16 June 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 14 July 2021

Venue

To Be Announced , Sydney

Seminar

Seminar

“Dealing with Digital Assets upon Incapacity or Death”

Lisa Barca and Rosemary Carreras of Coleman Greig

Time

Wednesday 21 July 2021

Venue

Banco Court, Sydney

Seminar

Seminar

“Estate Planning Practices in Australia and a Comparison to those in Singapore and Hong Kong”

Adam Steen TEP

Time

Wednesday 28 July 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

STEP Australia Conference 2021

STEP Australia Conference 2021

Date: Thursday 29 July to Saturday 31 July 2021

Presenters to be Announced

More information to follow.

Time

Thursday 29 July 2021

Venue

Sofitel Hotel Darling Harbour, Sydney, Australia

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 11 August 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Aged Care Reform: Controls in place to prevent abuse”

Shelly Kapur

Time

Wednesday 18 August 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

“Issues emerging from recent cases and appeals”

Kim Boettcher of Frederick Jordan Chambers

Time

Wednesday 8 September 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

Topic and Speaker – To Be Announced

Time

Wednesday 15 September 2021

Venue

Banco Court, Sydney

Seminar

Seminar

“The Fate of property Held: Joint Ownership and Survivorship”

William Sloan

Time

Monday 20 September 2021

Venue

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 13 October 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“CGT on Estates including Main Residence exemption”

Ian Rankin

Time

Wednesday 20 October 2021

Venue

Banco Court, Sydney

Lunch and Learn Session

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 17 November 2021

Venue

To Be Announced, Sydney

Seminar

Seminar

“Statutory Wills”

The Hon. Justice Lindsay of Supreme Court of New South Wales

Time

Wednesday 17 November 2021

Venue

Banco Court, Sydney

Past Events

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

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 2017 - for further details see here

STEP Australia 2017 Conference - see here

The STEP Worldwide events calendar is accessible here