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STEP Events in Australia

Events
Event
Date
Venue

Lunch and Learn Session

Lunch and Learn Session

“Succession of Discretionary Trusts”

James Whiley TEP of Hall & Wilcox

Ticket Purchase

Time

Wednesday 14 April 2021

Venue

Live Stream Webinar, Sydney

Lunchtime Seminar Series

Lunchtime Seminar Series

“Estate Planning: Tax Updates, identifying your client and conflicts, how things can go wrong”

Renee Bennett of wilson/ryan/grose Lawyers & Melanie Costin TEP of T & E Accounting Pty Ltd

Ticket Purchase

Time

Tuesday 20 April 2021

Venue

Queensland Law Society (and Live Stream Webinar)

Seminar

Seminar

“Succession of Digital Assets – on Incapacity or Death”

Lisa Barca TEP of Coleman Greig Lawyers 

Ticket Purchase

Time

Wednesday 21 April 2021

Venue

Banco Court, Sydney

Pop-up Discussion Group

Pop-up Discussion Group (Members Exclusive Event)

“Voluntary guidelines for best practice powers of attorney”

Dr Sylvia Villios of The University of Adelaide

Ticket Purchase

Time

Tuesday 27 April 2021

Venue

Belperio Clark Lawyers, 94 Sturt Street, Adelaide

Seminar

Seminar

“Estate Planning and Administration with U.S. Interests”

Paula Jones TEP of Paula M. Jones Law Offices, Inc.

Ticket Purchase

Time

Tuesday 27 April 2021

Venue

HHG Legal Group, Perth (also available by Live Stream Webinar)

Seminar

Seminar

“Helping LPRs Find Certainty”

Ian Raspin TEP of BNR Partners

Ticket Purchase

Time

Monday 3 May 2021

Venue

The Kings Head Hotel, Adelaide

Lunch and Learn Session

Lunch and Learn Session

“What could Britney Spears do if she was in NSW?”

Mark Streeter TEP of Streeter Law

Time

Wednesday 12 May 2021

Venue

Live Stream Webinar, Sydney

Emerging TEP Professionals Seminar

Emerging TEP Professionals Seminar

“Taxing of Trusts”

Jessica Stimson of Cartland Law

Ticket Purchase

Time

Wednesday 12 May 2021

Venue

Adelaide Venue To Be Announced (also available via Live Stream Webinar)

#STEPNextGen Series

#STEPNextGen Series

“Estate Planning for Vulnerable Beneficiaries”

Amee Grattan of Disability Law Queensland

Time

Wednesday 12 May 2021

Venue

Brisbane Venue to Be Announced (and Live Stream Webinar)

Seminar

Seminar

“The Intersection Between Family Law and Family Provision Claims”

Brendan Ashdown TEP of John Toohey Chambers

Time

Tuesday 18 May 2021

Venue

O'Sullivan Davies Family Lawyers, Perth (also available by Live Stream Webinar)

Seminar

Seminar

“Family Provision Claims – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Time

Wednesday 19 May 2021

Venue

Banco Court, Sydney

AGM + Seminar

Seminar & STEP South Australia AGM

“Section 59C of the Trustee Act”

Simon Ower QC of Jeffcott Chambers and Richard Ross-Smith TEP of Anthony Mason Chambers

Ticket Purchase

Time

Thursday 27 May 2021

Venue

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

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

#STEPNextGen Series

#STEPNextGen Series

“Estate administration – Not so simple”

Jenna Hutchinson of Turner Freeman Lawyers

Time

Wednesday 9 June 2021

Venue

Queensland Venue to be Announced (and Live Stream Webinar)

Seminar

Seminar Hosted By Chartered Accountants Australia and New Zealand

Topic To Be Announced

Loreena Gillon of Loreena Gillon Chartered Accountant

Time

Tuesday 15 June 2021

Venue

Live Stream Webinar, Perth

Lunchtime Series

Lunchtime Series

“Preparing for Trial and reviewing evidence”

Rebecca Treston QC TEP of Callinan Chambers

Ticket Purchase

Time

Tuesday 15 June 2021

Venue

Queensland Law Society (and Live Stream Webinar)

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

#STEPNextGen Series

#STEPNextGen Series

“Personal representatives in doubt – Applications for advice and directions from the court”

Angela Rae TEP of Burnett Lane Chambers

Time

Wednesday 14 July 2021

Venue

Queensland Venue to be Announced (and Live Stream Webinar)

Seminar

Seminar

“ATO release of public guidance on review of S100A”

ATO Deputy Commissioner Tim Dyce and Assistant Commissioner Christopher Ryan

Time

Wednesday 21 July 2021

Venue

Banco Court, Sydney

STEP Australia Conference 2021

STEP Australia Conference 2021

Date: Thursday 29 July to Saturday 31 July 2021

Presenters:

Ticket Purchase

Time

Thursday 29 July 2021

Venue

Sofitel Hotel Darling Harbour, Sydney, Australia

Seminar

Seminar

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

Adam Steen TEP

Time

Thursday 29 July 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 11 August 2021

Venue

To Be Announced, Sydney

Lunchtime Series

Lunchtime Series

“Identifying risks faced by a legal personal representative through the estate administration journey and steps that can be taken to limit that risk”

Prue Poole TEP of McInnes Wilson Lawyers

Ticket Purchase

Time

Tuesday 17 August 2021

Venue

Queensland Law Society (and Live Stream Webinar)

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

“Trust Management by Commercial Trustee Companies”

Equity Trustees

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

Seminar

Seminar

“Reconstitution of Trust Deeds”

Daniel Fry TEP of Fry Legal

Time

Tuesday 21 September 2021

Venue

Perth Venue To Be Announced (also available by Live Stream Webinar)

Lunchtime Series

Lunchtime Series

“The Jurisdiction of the District Court in Succession Matters: More than just Family Provision”

His Honour Judge Bernard Porter QC, Judge of the District Court of Queensland

Ticket Purchase

Time

Tuesday 21 September 2021

Venue

Queensland Law Society (and Live Stream Webinar)

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 Raspin

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

STEP Global Events

The STEP Worldwide events calendar is accessible here