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STEP Events in Australia

Date Event Venue
Tuesday 4 August 2020 Seminar

“Help! There is a problem with my Trust!”

Speakers: Grahame Young TEP and  Loreena Gillon FCA TEP

Ticket Purchase

Hosted By: Chartered Accountants Australia and New Zealand

Live Stream Webinar, Perth, WA
Tuesday 4 August 2020 Lunchtime Seminar

“Charitable Trusts – When Charity is Nonsensical or Rubbish”

Gino Dal Pont, Professor, Faculty of Law, University of Tasmania

Ticket Purchase

Live Stream Webinar Brisbane, Queensland
Wednesday 5 August 2020 Seminar

“Clients of Diminished Ability”

Presenters:  Dr Jane Lonie and Michael Perkins

Ticket Purchase

Via Zoom Webinar
Wednesday 12 August 2020 Lunch and Learn Session

“The changing tax landscape in the property sector for private clients”

Jim Koutsokostas of Hall & Wilcox

Ticket Purchase

To Be Announced - Sydney, NSW
Wednesday 19 August 2020 Seminar

“Framework of ultra high net worth succession planning”

Peter Whitehead

Ticket Purchase

To Be Announced - Sydney, NSW
Thursday 20 August 2020 Members-Only Roundtable

“Niebour-Pott v Pott – balancing competing curly questions in family provision applications”

Facilitators: Caite Brewer TEP – Barrister-at-Law & Jeff Otto TEP – Barrister-at-Law

Members Registration

Live stream webinar, Brisbane Queensland
Thursday 20 August 2020 Seminar

Same same but different – Succession laws across Australia

The Hon. Justice Roslyn Atkinson AO TEP, Supreme Court of Queensland

Ticket Purchase

Pre-recorded Webinar, Perth
Wednesday 26 August 2020 Seminar

Managing the transfer balance cap on death

Presenter:  Julie Steed

Chair: Adeline Lim

Ticket Purchase 

The Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide and available via Zoom Webinar
Wednesday 9 September 2020 Lunch and Learn Session

Topic and Speaker To Be Advised

Sydney Venue
Wednesday 16 September 2020 Seminar

“NDIS – how to engage with the scheme! Is it helping those it should?”

Melissa Simcoe of Australian Unity Trustees Limited and Michael Perkins of Nexus Law Group

Banco Court Supreme Court of NSW
Wednesday 14 October 2020 Lunch and Learn Session

Topic and Speaker To Be Announced

Sydney Venue
Wednesday 21 October 2020 Lunchtime Seminar

“Estate Administration and dealing with the ATO”

Ian Raspin TEP, BNR Partners

Ticket Purchase

Live Stream Webinar Brisbane, Queensland
Wednesday 21 October 2020 Seminar

“Risk Compliance issues when advising clients on Wills and Estates”

Jennifer McMillan of Lawcover

Banco Court Supreme Court of NSW
Wednesday 11 November 2020 Lunch and Learn Session

“Philanthropy – regulations and incentives for more and better giving”

Judy Foster of Philanthropy Australia

Sydney Venue
Wednesday 18 November 2020 Seminar

Topic to be Announced

Justice Stephen Gageler

Banco Court Supreme Court of NSW
Thursday 26 November 2020 STEP QLD AGM & Christmas Event

Topic and Speaker To Be Announced

Queensland Venue
Friday 5 March 2021 STEP South Australia Trusts Symposium 2021

Adelaide Oval

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