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STEP Events in Australia

Date Event Venue
Wednesday 20 May 2020 Seminar

“Varying the Forfeiture Rule; the recent decision in Re Settree Estates: Robinson v Settree [2018] NSWSC 1413”

Margaret Pringle – Barrister, Chalfont Chambers, Sydney

Ticket Purchase

 

Live Stream Webinar Sydney, NSW
Wednesday 20 May 2020 Seminar

“Rights of Trustees (with a bit of help from Supertramp)”

David Wright

Rights of Trustees May AGM 2020

Live Stream Webinar Adelaide, SA
Monday 25 May 2020 Seminar

“Forgiveness of debts by will: a “bone” of contention”.

His Honour Judge Bernard Porter QC TEP

Ticket Purchase

Pre-Recorded Webinar Melbourne, VIC
Tuesday 26 May 2020 Seminar

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

David Marks QC TEP

Ticket Purchase

Live Stream Webinar Perth, WA
Wednesday 10 June 2020 Lunch and Learn Session

“Asset Protection and Family Law”

Eleanor Lau of Lander & Rogers

Ticket Purchase

Live Stream Webinar Sydney, NSW
Wednesday 10 June 2020 #NextGen Series

“Estate Administration: Estate Tax 101, myths and epic fails”

Melanie Costin TEP – Director, T&E Accounting

Ticket Purchase

Live Stream Webinar Brisbane, Queensland
Thursday 11 June 2020 Young Professionals

“Understanding Conflicts of Interest”

Mark Taylor

Ticket Purchase

Live Stream Webinar Adelaide, SA
Monday 15 June 2020 Lunchtime Seminar

“Unpaid present entitlements; what can go wrong after death”

Scott Whitla – Partner, McCullough Robertson Lawyers, QLS Accredited Specialist in Succession Law

Ticket Purchase

Live Stream Webinar Brisbane, Queensland
Wednesday 17 June 2020 Seminar

“The new s 100A Trustee Act 1925 (NSW): When a Beneficiary is Personally Liable to Indemnify a Trustee”

Hon Joseph Campbell of University of Sydney

Ticket Purchase

Live Stream Webinar Sydney, NSW
Wednesday 8 July 2020 Lunch and Learn Session | Panel Discussion

“Practical Tax and Estate Administration – Tips and Traps for Estate Planner Practitioners”

Panel Discussion Speakers:

  • Maree Brownell, National Manager, Estate Planning, Equity Trustees
  • Chris Holloway, Senior Manager, Taxation Services, Equity Trustees
  • Tegan Rawson, Senior Estate Manager, Equity Trustees
To Be Announced - Sydney, NSW
Wednesday 15 July 2020 Seminar

“Death and Taxes – An Investigation into the ATO’s System and Processes for Dealing with Deceased Estates.”

Karen Payne, The Inspector-General of Taxation and Taxation Ombudsman (ITGO)

To Be Announced - Sydney, NSW
Wednesday 15 July 2020 #NextGen Series

“Estate Litigation: Evidence gathering – solemn form proceedings, disputed de facto cases, informal will applications – a selection of estate litigation cases, the evidence required to run them and how to get that evidence”

Caite Brewer TEP – Queensland Bar and Pip Coore – Queensland Bar

Ticket Purchase

Live Stream Webinar Brisbane, Queensland
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 12 August 2020 Lunch and Learn Session

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

Jim Koutsokostas of Hall & Wilcox

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

“Framework of ultra high net worth succession planning”

Peter Whitehead

Live Stream Webinar Sydney, NSW
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
Tuesday 20 October 2020 Lunchtime Seminar (Date TBC)

“Estate Administration and dealing with the ATO”

Ian Raspin TEP, BNR Partners

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

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