STEP Events in Australia

“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

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

David Wright

Rights of Trustees May AGM 2020

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

His Honour Judge Bernard Porter QC TEP

Ticket Purchase

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

David Marks QC TEP

Ticket Purchase

“Asset Protection and Family Law”

Eleanor Lau of Lander & Rogers

Ticket Purchase

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

Melanie Costin TEP – Director, T&E Accounting

Ticket Purchase

“Understanding Conflicts of Interest”

Mark Taylor

Ticket Purchase

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

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

Ticket Purchase

“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

“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

“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)

“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

“Charitable Trusts – When Charity is Nonsensical or Rubbish”

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

Ticket Purchase

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

Jim Koutsokostas of Hall & Wilcox

“Framework of ultra high net worth succession planning”

Peter Whitehead

Topic and Speaker To Be Advised

“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

Topic and Speaker To Be Announced

“Estate Administration and dealing with the ATO”

Ian Raspin TEP, BNR Partners

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

Jennifer McMillan of Lawcover

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

Judy Foster of Philanthropy Australia

Topic to be Announced

Justice Stephen Gageler

Topic and Speaker To Be Announced