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DTSTART;TZID=UTC:20261111T123000
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CREATED:20261014T011520Z
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UID:111281-1794400200-1794403800@stepaustralia.com
SUMMARY:STEP NSW Lunch and Learn | Wednesday 11 November 2026
DESCRIPTION:STEP NSW Lunch and Learn | Wednesday 11 November 2026\nSTEP NSW Branch invites you to a Lunch & Learn Seminar\, kindly hosted by Hall & Wilcox\, with Marsha Laine Dungog\, Partner\, Withers Bergman LLP. \nTopic: Killing Trusts Softly: The AUS-US Estate Planning Paradox \nThis presentation will provide an overview of US tax and estate planning complexities that arise when globally mobile families use domestic trusts as part of their estate plan while residing in the United States or Australia. \nThe presentation will include specific examples of estate planning techniques in Australia that create US tax exposures\, and introduce common US estate planning strategies that may result in unfavorable Australian tax consequences. \nEvent Details \nDate: Wednesday 11 November 2026 \nTime (all times AEDT): \n\n12:15 – 12:30 delegate arrival and networking\n12:30 – 13:30 seminar\n13:30 – 14:00 light refreshments and networking\n\nVenue: Hall & Wilcox\, Level 18\, 347 Kent Street\, Sydney NSW 2000 OR online via Teams webinar \nCost: STEP Members $45 | Non-Members $90 \nABOUT THE PRESENTER | Marsha Laine Dungog \nMarsha Laine Dungog is an international tax and estate planning lawyer admitted to practice in the United States and Canada. She provides cross border estate planning services for high-net-worth individuals\, founders and family offices\, and advises fiduciaries and professional advisors on international tax exposures and compliance obligations of individuals\, estates and trusts with beneficiaries\, assets or transactions involving the US\, Canada and Australia. Marsha’s practice includes cross border tax planning for individuals and businesses relocating or expanding internationally\, as well as tax advisory services for corporate executives\, global employees and expatriates. \nShe is a published author and frequent speaker on international tax\, retirement and estate planning in the US\, Canada and Australia. She has presented tax technical papers before the tax-writing committees of the US Congress and the US Treasury Department on the US taxation of Foreign Retirement Funds\, Australian Superannuation Funds\, Mexican AFOREs and Canadian Registered Plans (RESPs and RDSPs) as a member of the California Lawyers Association’s Washington D.C. Delegation. \nMarsha has been recognised in the Chambers High Net Worth Guide in the area of Private Wealth Law – Northern California since 2022. She has also been recognised as a recommended lawyer in The Legal 500 US guide since 2024 in the areas of International Tax and named in Best Lawyers for Trusts & Estates in San Francisco for 2026. She was also named “Woman of Inspiration” (Authentic Leader Category) by the Canadian Business Chicks in 2018 and “Woman to Watch” (Experienced Leader Category) by the California Society of CPAs in 2020. \nMarsha is the incoming President of the San Francisco Tax Club and a board member of the San Francisco Foundation Professional Advisors Council (SFF PAC). She is also a member of the San Francisco Estate Planning Council (SFEPC) and the Northern California Family Office Mastermind Group (FOMG). \nFor further information or assistance\, please contact stepnswaustralia@step.org \nREGISTER HERE
URL:https://stepaustralia.com/events/step-nsw-lunch-and-learn-wednesday-11-november-2026/
LOCATION:Hall & Wilcox\, Level 18\, 347 Kent Street\, Sydney NSW 2000\, Level 18\, 347 Kent Street\, Sydney\, NSW\, 2000\, Australia
CATEGORIES:Live Stream,Lunch and Learn,Lunchtime,Seminar,STEP New South Wales,Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Asia/Shanghai:20261116T170000
DTEND;TZID=Asia/Shanghai:20261116T191500
DTSTAMP:20261020T063424Z
CREATED:20261020T063424Z
LAST-MODIFIED:20261020T063424Z
UID:111291-1794848400-1794856500@stepaustralia.com
SUMMARY:STEP WA Evening Seminar | Monday 16 November 2026
DESCRIPTION:STEP WA Evening Seminar | Monday 16 November 2026\nSTEP WA Branch & Williams & Hughes Geraldton invite you to a seminar with Greg Mohen.\n \nTopic:  Impact of Federal Government changes to taxation of discretionary trusts\, testamentary trusts and corporate beneficiaries \nDATE: Monday 16 November 2026 \nTIME: 5:00 pm – 7:15 pm \nCOST: No cost for this event \nVENUE: Geraldton Yacht Club in GYC Lounge \nREGISTER HERE
URL:https://stepaustralia.com/events/step-wa-evening-seminar-monday-16-november-2026/
LOCATION:Geraldton Yacht Club (GYC Lounge) Geraldton WA\, 214 Marine Terrace\, Geraldton\, WA\, 6530\, Australia
CATEGORIES:Seminar,STEP Western Australia
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261118T173000
DTEND;TZID=UTC:20261118T183000
DTSTAMP:20261022T040728Z
CREATED:20261022T035634Z
LAST-MODIFIED:20261022T040728Z
UID:111306-1795023000-1795026600@stepaustralia.com
SUMMARY:STEP NSW Evening Seminar | Wednesday 18 November 2026
DESCRIPTION:STEP NSW Evening Seminar | Wednesday 18 November 2026\nSTEP NSW Branch invites you to a seminar with The Honourable Justice François Kunc\, Supreme Court of New South Wales. \nTopic: Mutual wills and indeterminate equities \nThe paper will discuss the nature of Justice Dixon’s “floating obligation” in Birmingham v Renfrew and how it might interact with other equitable interests. \nEvent Details \nDate: Wednesday 18 November 2026 \nTime (AEDT): \n\nSeminar: 17:30 – 18:30\n\n\nEnd of Year Celebration: 18:30 – 19:30\n\nVenue: Banco Court\, Supreme Court of NSW\, 184 Phillip Street\, Sydney OR online via Teams webinar \nCost: STEP Members $75 | Non-Members $120 \nABOUT THE PRESENTER | The Honourable Justice François Kunc \nThe Honourable Justice François Kunc is a judicial member of STEP. He was appointed to the Supreme Court of New South Wales in April 2013 and sits in the Equity Division. After graduating with degrees in Arts and Law from the University of Sydney he practised as a solicitor with Allen Allen and Hemsley from 1986. He was called to the Bar in 1992 and was appointed Senior Counsel in 2007. He holds an LLM from Duke University’s Bolch Judicial Institute. \nJustice Kunc is the General Editor of the Australian Law Journal and a member of the editorial board of the Journal of Equity. He is the Chair of the Legal Services Council Admissions Committee and the Law Admissions Consultative Committee\, in which capacities he is currently chairing the national review of Practical Legal Training. His Honour was a member of the expert panel which prepared the Recommended National Standards for Working with Interpreters in Courts and Tribunals. Earlier this year his Honour was elected to membership of the American Law Institute. \nEND OF YEAR CELEBRATION \nJoin us after the seminar to celebrate the end of the year with the STEP NSW network. In-person delegates are warmly invited to the portrait gallery for an hour of canapés and drinks. \nFor further information or assistance\, please contact stepnswaustralia@step.org \nREGISTER HERE
URL:https://stepaustralia.com/events/step-nsw-evening-seminar-wednesday-18-november-2026/
LOCATION:Banco Court – Supreme Court of New South Wales\, 184 Phillip Street\, Sydney\, NSW\, 2000\, Australia
CATEGORIES:Live Stream,Seminar,STEP New South Wales,Webinar
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DTSTART;TZID=Asia/Shanghai:20261124T074500
DTEND;TZID=Asia/Shanghai:20261124T090000
DTSTAMP:20261020T072650Z
CREATED:20261020T072650Z
LAST-MODIFIED:20261020T072650Z
UID:111297-1795506300-1795510800@stepaustralia.com
SUMMARY:STEP WA Breakfast Bite and Insight | Tuesday 24 November 2026
DESCRIPTION:STEP Western Australia invites members to attend an exclusive breakfast roundtable to discuss their experiences of the new list\, the outcomes achieved\, and any opportunities for improvement. Feedback gathered from members will inform any future dialogue between STEP Western Australia and the Supreme Court’s Probate Committee about the list. \nDATE: Tuesday 24 November 2026 \nTIME: 7:45 am – 9:00 am \nCOST: No cost for this event \nVENUE: Mills Oakley Perth \nREGISTER HERE
URL:https://stepaustralia.com/events/step-wa-breakfast-bite-and-insight-tuesday-24-november-2026/
LOCATION:Mills Oakley\, Level 24\, 240 St Georges Terrace\, Perth\, WA\, 6000\, Australia
CATEGORIES:Discussion Group,STEP Western Australia
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BEGIN:VEVENT
DTSTART;TZID=UTC:20261125T173000
DTEND;TZID=UTC:20261125T210000
DTSTAMP:20261022T040807Z
CREATED:20261022T040807Z
LAST-MODIFIED:20261022T040807Z
UID:111312-1795627800-1795640400@stepaustralia.com
SUMMARY:STEP NSW Emerging Professionals Network | Wednesday 25 November 2026
DESCRIPTION:STEP NSW Emerging Professionals Network | Wednesday 25 November 2026\nSTEP NSW Branch invites you to the next Emerging Professionals Network event\, to be held on Wednesday 25 November 2026 at JustFund\, Sydney. \nThe EPN’s focus is to foster engagement among professionals by providing opportunities to meet and exchange ideas in an informal networking environment. \nThe EPN is open to all professional advisors\, educators and students with a trusts and estates focus in their practice (including legal\, accounting\, financial services and trust company backgrounds)\, whether for private or corporate clients. \nWith a focus on knowledge sharing and networking amongst emerging trust and estate professionals\, this will be an interactive and inclusive event. \nABOUT THE EVENT \nThe evening will include a presentation from Jennifer McMillan\, Manager\, Practice Support Services\, Lawcover on the topic of ‘Traps for executors and their advisors’. \nThis session will look at risks facing executors\, and how best to manage and avoid those risks. In particular\, the session will focus on: \n\nTax traps in estate administration\nEstates where there has been an active power of attorney\nAdjustment clauses\nBankrupt beneficiaries\nCyber fraud\n\nEVENT DETAILS \nDATE: Wednesday 25 November 2026 \nTIME (all times AEDT): \n\n17:30 – 18:00 arrival and networking\n18:00 – 18:40 presentation\n18:40 – 21:00 networking and refreshments\n\nVENUE: JustFund | Level 9/85 Castlereagh St\, Sydney NSW 2000 \nCOST: STEP Members $25 | Non-Members $30 \nBOOK TICKETS for yourself and your team today. Tickets include refreshments\, networking and a short presentation from the speaker. \nTicket sales will close on Thursday 19 November 2026. Kindly note that this is an in-person only event and will not be recorded. \nYou are welcome to forward this event to any junior practitioner of your firm\, or in your network\, who would be interested to attend. We invite you to take advantage of the opportunity to engage with the extended STEP Network and be introduced to the STEP experience! \nFor further information or assistance\, please contact stepnswaustralia@step.org \nREGISTER HERE
URL:https://stepaustralia.com/events/step-nsw-emerging-professionals-network-wednesday-25-november-2026/
LOCATION:JustFund | Level 9/85 Castlereagh St\, Sydney NSW 2000\, Level 9/85 Castlereagh St\, Sydney\, NSW\, 2000\, Australia
CATEGORIES:Function,NextGen,Seminar,STEP New South Wales
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20270304T140000
DTEND;TZID=UTC:20270305T190000
DTSTAMP:20261022T035502Z
CREATED:20260923T022318Z
LAST-MODIFIED:20261022T035502Z
UID:111234-1804168800-1804273200@stepaustralia.com
SUMMARY:2027 STEP Victoria-Tasmania Conference - Register Today
DESCRIPTION:The 2027 STEP Victoria-Tasmania Conference will be held on Friday 5 March 2027 at the Nyaal Banyul Geelong Convention and Event Centre\, Geelong’s new waterfront convention centre.\nThe conference begins on Thursday 4 March with the Deep-Dive AI Workshop\, a hands-on afternoon exploring how AI is changing the way practitioners work\, followed by the Welcome Reception that evening. \nOn Friday 5 March\, join fellow practitioners who advise families across generations for a full day of technical sessions covering family law claims on wills and trusts\, testamentary discretionary trusts\, the new tax landscape\, caveat proceedings and Division 296. \nPRE CONFERENCE WORKSHOP\nDeep-Dive AI Workshop\nThursday 4 March 2027\, 1:00pm to 5:00pm AEDT\nFacilitated by Simon Tyrrell\, Chief Strategy Officer\, Humaie\, and Laura Vickers\, Head of Prevention and Risk Services\, Legal Practitioners’ Liability Committee \nCONFERENCE WELCOME RECEPTION\nThursday 4 March 2027\, 5:00pm – 7:00pm AEDT \nCONFERENCE\nFriday 5 March 2027\, registration from 8:30am\, conference 9:00am to 5:00pm AEDT \nAll timings are subject to change\, pending confirmation of the final program. \nREGISTER HERE: https://events.humanitix.com/step-victoria-tasmania-2027-conference  \n  \n\nPROGRAM \nWORKSHOP | Thursday 4 March 2027 \nDeep-Dive AI\nSimon Tyrrell\, Chief Strategy Officer\, Humaie\, and Laura Vickers\, Head of Prevention and Risk Services\, Legal Practitioners’ Liability Committee \n\nSession 1: Demystifying AI – What It Is and How to Use It\nSession 2: Managing Clients in the Age of AI\nSession 3: AI in Court – Hallucinations and Professional Negligence\nSession 4: Practical AI Workshop – Interactive Hands-On Lab\n\nCONFERENCE | Friday 5 March 2027 \nUnder Attack – How Family Law Splits Wills and Trusts Wide Open\nKylie Sanders\, Principal\, Taussig Cherrie Fildes Lawyers \n\nAn honest look at how family lawyers aggressively pick apart supposedly ironclad wills and trust deeds during marital asset splits.\nIdentifying common “gaps” left behind by traditional estate planners and concrete ways to structure robust defense strategies.\n\nThe Modern Blueprint for Testamentary Discretionary Trusts (TDTs)\nGreg Russo TEP\, Principal Solicitor\, Greg Russo Law \n\nAn in-depth update on structural tax variations and asset rules impacting testamentary trusts.\nBest-practice drafting tips to safeguard distributions while remaining compliant with changing regulatory interpretations.\n\nNavigating the New Tax Landscape – CGT & Negative Gearing Changes and other ATO positions\nMilana Starikov TEP\, Complex Tax Advisor\, BNR Partners \n\nEssential updates regarding Capital Gains Tax and negative gearing and how this will impact estates.\nUpdates on other ATO positions\, including double death and Draft TD 2026/1.\n\nCaveat proceedings\nAnita Bartfeld\, Barrister\, Greens List\nBree Ridgeway\, Barrister\, Greens List \n\nDiscussion about the recent increase in caveat proceedings\, strikeout applications and summary dismissal applications.\n\nCracking the Division 296 Superannuation Puzzle. How it has been and how it will be\nIan Raspin TEP\, Managing Director\, BNR Partners \n\nA technical session breaking down the ongoing impacts of the Division 296 tax targeting large super balances.\nStrategic solutions for managing illiquid assets\, dealing with unrealised gains tax\, and restructuring wealth before a death event triggers massive liabilities.\n\n\nREGISTRATION: \nEarly bird registration until 31 December 2026: \n\nConference\, Workshop & Welcome Reception: Members $850 | Non-Members $1\,050\nConference and Welcome Reception: Members $600 | Non-Members $750\nWorkshop and Welcome Reception: Members $300 | Non-Members $350\n\nRegistration from 1 January 2027: \n\nConference\, Workshop & Welcome Reception: Members $1\,000 | Non-Members $1\,200\nConference and Welcome Reception: Members $700 | Non-Members $850\nWorkshop and Welcome Reception: Members $350 | Non-Members $400\n\nWelcome Reception Guest Ticket: $115 \nREGISTER HERE: https://events.humanitix.com/step-victoria-tasmania-2027-conference 
URL:https://stepaustralia.com/events/2027-step-victoria-tasmania-conference/
LOCATION:Nyaal Banyul Geelong Convention and Event Centre\, 80 Western Beach Rd\, Geelong\, VIC\, 3220\, Australia
CATEGORIES:Conference,Function,STEP Tasmania,STEP Victoria
ATTACH;FMTTYPE=image/png:https://stepaustralia.com/wp-content/uploads/2026/09/VICTAS-Conf-Banner-2027.png
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BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20270523T170000
DTEND;TZID=Australia/Melbourne:20270525T170000
DTSTAMP:20260922T053026Z
CREATED:20260922T010051Z
LAST-MODIFIED:20260922T053026Z
UID:111202-1811091600-1811264400@stepaustralia.com
SUMMARY:SAVE THE DATE - STEP Australia National Trusts & Estates Conference 2027
DESCRIPTION:STEP Australia National Trusts & Estates Conference 2027\n\nThe STEP Australia Trusts & Estates Conference will be held from Monday 24 May to Tuesday 25 May 2027 at the Rydges Melbourne\, Victoria. \nThe programme will begin with a Pre-Conference Welcome Event on Sunday 23 May 2027. With the theme “Across Borders”\, the 2027 conference will explore the evolving challenges and opportunities facing trusts and estates practitioners in an increasingly interconnected world. \nREGISTER YOUR INTEREST HERE \n___________________________________________________ \nCONFERENCE DETAILS \n\nConference Details \nConference: STEP Australia National Trusts & Estates Conference 2027 \nTheme: Across Borders \nDates: Sunday 23 May – Tuesday 25 May 2027 \nVenue: The Rydges Melbourne\, Victoria\, Australia \n___________________________________________________ \nBe sure to register your interest to receive the latest conference updates\, including the programme\, registration opening and other important announcements. \nTickets will be limited\, so we encourage you to register early once registration opens to secure your seat and avoid disappointment. \nREGISTER YOUR INTEREST HERE
URL:https://stepaustralia.com/events/save-the-date-step-australia-national-trusts-estates-conference-2027/
LOCATION:The Rydges Melbourne\, Victoria\, 186 Exhibition Street\, Melbourne\, VIC\, 3000\, Australia
CATEGORIES:Conference,Function
ATTACH;FMTTYPE=image/png:https://stepaustralia.com/wp-content/uploads/2026/09/STEP-AU-CONFERENCE-2027_REGISTRATION-OPEN-1600-x-900-px.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20270910T080000
DTEND;TZID=Australia/Melbourne:20270910T183000
DTSTAMP:20260923T023535Z
CREATED:20260923T023535Z
LAST-MODIFIED:20260923T023535Z
UID:111242-1820563200-1820601000@stepaustralia.com
SUMMARY:2027 STEP Queensland Annual Trust & Estates Conference
DESCRIPTION:STEP Queensland Annual Trust & Estates Conference\n\n*Save the Date* \nThe STEP Queensland Trusts & Estates Conference will be held on Friday 10 September 2027 at the Novotel Sunshine Coast Resort\, Twin Waters\, Queensland. \nThe program will begin with a Pre-Conference Welcome Party on Thursday 9 September in the resort’s private function space overlooking the lagoon. The evening includes a informal dinner\, beverages\, interactive food stations\, and live entertainment. \nThe full-day conference will take place on Friday\, 10 September\, followed by a post-conference reception. \nCONFERENCE DETAILS \nDate: Welcome Party: Thursday 9 September 2027 | Conference: Friday 10 September 2027 \nVenue: Novotel Sunshine Coast Resort\, Twin Waters\, Queensland \n\nFor further information or assistance\, please contact STEPQldBranch@step.org
URL:https://stepaustralia.com/events/2027-step-queensland-annual-trust-estates-conference/
LOCATION:Novotel Sunshine Coast Convention Centre\, 270 Ocean Dr\, Twin Waters\, QLD\, 4564\, Australia
CATEGORIES:Conference,Function,STEP Queensland
ATTACH;FMTTYPE=image/png:https://stepaustralia.com/wp-content/uploads/2026/09/270910-QLD-StD.png
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