Select by branch

STEP Events in Australia

Date Event Venue
Tuesday 18 February 2020 Panel Discussion – Members Only

“Superannuation Death Benefits – Duties of Administrators – Re Burgess”

Panelists:
Murray Thornhill
Matt Curwood
Merle Bloch TEP
Michele Kershaw

Ticket Purchase

Central Park Conference Centre - Seminar Room, 152-158 St Georges Terrace, Perth WA 6000
Tuesday 25 February 2020 Lunchtime Seminar

Topic To Be Announced

Neal Dallas, Principal, McInnes Wilson Lawyers

 

Queensland Law Society Level 2, Law Society House, 179 Ann Street, Brisbane
Friday 28 February 2020 Newcastle Lunch & Learn Session

“Professional Negligence in Will Preparation and Estate Administration”

Stephen Lynch, Director, Somerville Legal

Somerville Legal. Level 1, Suite 101, 17 Bolton Street. Newcastle
Friday 6 March 2020 STEP SA Trusts Symposium 2020

Presenters:

  • Arlene Macdonald, STEP South Australia’s founding member
  • The Honourable Dyson Heydon AC QC, Retired Justice of the High Court of Australia
  • The Honourable Justice Julie Ward, Chief Justice in Equity, Supreme Court of New South Wales
  • The Honourable Justice Kate McMillan, Supreme Court of Victoria
  • The Honourable Robert French AC, Retired Chief Justice of the High Court of Australia
  • Professor Charles Rickett, Dean of Law, Auckland University of Technology
  • The Honourable Tom Gray QC, Retired Justice of the Supreme Court of South Australia
  • David W Marks QC, Inns of Court, Brisbane

STEP SA Annual Trusts Symposium 2020

Adelaide Oval North Adelaide
Wednesday 11 March 2020 Lunch and Learn Session

Topic and Speaker To Be Announced

Sydney Venue
Wednesday 18 March 2020 Seminar

“Are your Trustee clients ready for the end of the financial year?”

Andrew Mills, ATO Second Commissioner, Law Design & Practice

Office of Tax Consultancy and Compliance Level 19, 207 Kent St, Sydney NSW 2000
Thursday 26 March 2020 Roundtable Event

Topic and Speaker To Be Announced

Queensland Venue
Thursday 2 April 2020 Seminar

“Offshore Tax Aspects of Deceased Estates”

Speaker To Be Announced

Adelaide Venue
Wednesday 8 April 2020 Lunch and Learn Session

‘Tips and tricks when designing the testamentary trust’

Peter Bobbin TEP

Argyle Lawyers Level 39, 19-29 Martin Place (MLC Centre), Sydney NSW 2000
Wednesday 15 April 2020 Seminar

“Which Probate application is most appropriate?”

John Armfield

Banco Court Supreme Court of NSW
Tuesday 28 April 2020 Lunchtime Seminar

Topic To Be Announced

Rob Cumming, Barrister-at-Law, QLS Accredited Specialist in Succession Law

Queensland Law Society Level 2, Law Society House, 179 Ann Street, Brisbane
Wednesday 13 May 2020 Lunch and Learn Session

“Successfully helping clients to navigate through the complexities of Aged Care”

Sylvia Liang, Aged Care Specialist at Nexia Sydney

Nexia Sydney Financial Solutions
Wednesday 13 May 2020 #NextGen Series

Topic and Speaker To Be Announced

The College of Law Rooftop 140 Ann Street, Brisbane
Wednesday 20 May 2020 Seminar

“Varying the Forfeiture Rule; the recent decision in Re+A68:F68 Settree Estates: Robinson v Settree [2018] NSWSC 1413”

Margaret Pringle – Barrister, Chalfont Chambers, Sydney

Banco Court Supreme Court of NSW
Wednesday 10 June 2020 #NextGen Series

Topic and Speaker To Be Announced

The College of Law Rooftop 140 Ann Street, Brisbane
Wednesday 10 June 2020 Lunch and Learn Session

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

Judy Foster of Philanthropy Australia

Sydney Venue
Monday 15 June 2020 Lunchtime Seminar

Topic  To Be Announced

Ian Raspin FCPA, CTA, TEP, Managing Director – Estates and Trusts BNR Partners

Queensland Law Society Level 2, Law Society House, 179 Ann Street, Brisbane
Wednesday 17 June 2020 Seminar

“The extent of the personal right of indemnity of trustees generally from the beneficiaries.”

Hon Joseph Campbell of University of Sydney

Banco Court Supreme Court of NSW
Wednesday 8 July 2020 Lunch and Learn Session

Topic and Speaker To Be Announced

Sydney Venue
Wednesday 15 July 2020 Seminar

“The Practicalities of Creating a Testamentary Trust”

Paul Evans

Banco Court Supreme Court of NSW
Wednesday 15 July 2020 #NextGen Series

Topic and Speaker To Be Announced

The College of Law Rooftop 140 Ann Street, Brisbane
Tuesday 4 August 2020 Lunchtime Seminar

Topic  To Be Announced

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

Queensland Law Society Level 2, Law Society House, 179 Ann Street, Brisbane
Wednesday 12 August 2020 Lunch and Learn Session

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

Jim Koutsokostas of Hall & Wilcox

Office of Hall & Wilcox 18/347 Kent Street, Sydney
Wednesday 19 August 2020 Seminar

“Framework of ultra high net worth succession planning”

Peter Whitehead

Banco Court Supreme Court of NSW
Thursday 3 September 2020 STEP QLD Annual Trusts and Estate Conference 2020

SAVE THE DATE

4th September 2020

Topics and Speakers To Be Announced

Peppers Salt Resort and Spa, Kingscliff, 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
Thursday 8 October 2020 Roundtable

Topic and Speaker To Be Announced

Queensland Venue
Wednesday 14 October 2020 Lunch and Learn Session

Topic and Speaker To Be Announced

Sydney Venue
Tuesday 20 October 2020 Lunchtime Seminar

Topic To Be Announced

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

Queensland Law Society Level 2, Law Society House, 179 Ann Street, Brisbane
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

Topic and Speaker to be Announced

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