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 5:30 pm to 7:30 pm

Venue

Duke of Brunswick Hotel 207 Gilbert Street, Adelaide

Lunch and Learn Session

“Electronic signing of documents update”

Anthea McIntyre of McIntyre Legal

Time

Wednesday 10 February 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

“Expert Evidence in Testamentary Capacity cases”

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

Time

Wednesday 17 February 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

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 5:30 pm to 8 pm

Venue

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

Lunch and Learn Session

“Tax reform in the trust space”

Andrew Mills of Tax Institute

Time

Wednesday 10 March 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

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 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Seminar

“Capital Gains and Trusts”

Nicole Peterson

Time

Wednesday 31 March 2021 5:30 pm to 7 pm

Venue

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

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 14 April 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

“ATO DB on Managing Trusts”

ATO Deputy Commissioner

Time

Wednesday 21 April 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 12 May 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

“Family Provisions – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Time

Wednesday 19 May 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Seminar

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

David Glen

Time

Tuesday 8 June 2021 5:30 pm to 7 pm

Venue

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

Lunch and Learn Session

“Oversight of Not For Profits”

Gary Johns

Time

Wednesday 9 June 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

“Mediation in Succession Matters”

Ian Davidson

Time

Wednesday 16 June 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 14 July 2021 12:30 pm to 2 pm

Venue

To Be Announced , Sydney

Seminar

“Dealing with Digital Assets upon Incapacity or Death”

Lisa Barca and Rosemary Carreras of Coleman Greig

Time

Wednesday 21 July 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Seminar

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

Adam Steen TEP

Time

Wednesday 28 July 2021 5:30 pm to 7 pm

Venue

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

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 8 am to 6:30 pm

Venue

Sofitel Hotel Darling Harbour, Sydney, Australia

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 11 August 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

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

Shelly Kapur

Time

Wednesday 18 August 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Lunch and Learn Session

“Issues emerging from recent cases and appeals”

Kim Boettcher of Frederick Jordan Chambers

Time

Wednesday 8 September 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

Topic and Speaker – To Be Announced

Time

Wednesday 15 September 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Seminar

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

William Sloan

Time

Monday 20 September 2021 5:30 pm to 7 pm

Venue

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

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 13 October 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

“CGT on Estates including Main Residence exemption”

Ian Rankin

Time

Wednesday 20 October 2021 5:30 pm to 7 pm

Venue

Banco Court, Sydney

Lunch and Learn Session

Topic and Speaker – To Be Announced

Time

Wednesday 17 November 2021 12:30 pm to 2 pm

Venue

To Be Announced, Sydney

Seminar

“Statutory Wills”

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

Time

Wednesday 17 November 2021 5:30 pm to 7 pm

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