STEP Western Australia
Seminar - Incapacity in Relationships - The Tension between SAT and the Family Court
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STEP Victoria
Seminar - Core Elements (2): Best Practice Advisory Model - Agility, Collaboration & Trustworthiness | Client Diagnostics | Code of Ethics & Professional Practice | Engagement Planning | Project Management | Value Billing
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STEP New South Wales
Lunch and Learn - Managing the risks for future wealth transfer for High Net Worth Clients
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STEP Queensland
Seminar - Testamentary trusts – recent changes & Powers of appropriation and tax exemptions
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STEP Victoria
Seminar - Core Elements (3): Systems Theory - Family Dynamics & Structures | Elements of Family Conflict
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STEP Victoria
Seminar - Core Elements (4): Family Capital - Legacy & Stewardship | Transitions & Exits | Next Generation Education
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STEP Queensland
Seminar - Wills for high net wealth clients – how to draft a Will when assets fall out of the estate through companies/trusts
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STEP Victoria
Seminar - Key Advisory Activities (1): Family Plans - Strategies, Structures, Systems & Skills
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STEP Victoria
Seminar - Key Advisory Activities (2): Business Plans - Strategies, Structures, Systems & Skills
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STEP Victoria
Seminar - Key Advisory Activities (3): Succession Planning - Family & Business Continuity
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STEP Queensland
Seminar - Rectification of Wills & Trust Instruments/ lost wills and trust instruments
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STEP Victoria
Seminar - Interactive Online Workshop (exclusive to participants in full program): Case Study - feedback & discussion
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