| Date | Event | Venue |
| 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 |
| 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 |
| 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 |
| 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 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 | Lunch and Learn Session “Philanthropy – regulations and incentives for more and better giving?” Judy Foster of Philanthropy Australia |
Sydney Venue |
| 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 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 |
| 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 |
| 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 |
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
