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STEP NSW Emerging Professionals Network | Tuesday 26 May 2026

May 26 @ 5:30 pm - 9:00 pm UTC+11

STEP NSW Emerging Professionals Network | Tuesday 26 May 2026

STEP NSW Branch invites you to the next Emerging Professionals Network event, to be held on Tuesday 26 May 2026 at the Morgans, Sydney.

The EPN’s focus is to foster engagement among professionals by providing opportunities to meet and exchange ideas in an informal networking environment.

The 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.

With a focus on knowledge sharing and networking amongst emerging trust and estate professionals, this will be an interactive and inclusive event.

REGISTER HERE

ABOUT THE EVENT

The evening will include a panel of guest speakers, including Terri Bradford, Peter Bobbin TEP and Kelly McNeill discussing questions on the topic of ‘Super Savvy Super Stuff, Simply Said – Division 296 in Practice’.

This session is for you, your work clients and yourself.

  • What impact will the new Division 296 tax have on your estate and super planning?
  • BDBN v Reversionary Pension v Nothing, which is best?
  • How to avoid the super death tax Part IVA tax risk and not be a tax scheme promoter – promoting super insurance properly.

DATE: Tuesday, 26 May 2026

TIME:
5:30 – 6:00pm – Arrival and Networking

6:00 – 6:40pm – Speaker Presentation

6:40 – 9:00 pm – Networking and refreshments

VENUE:
Morgans | Centennial Room, Level 21, 88 Phillip Street, Sydney NSW 2000

COST: STEP Members $20 | Non-Members $25

TOPIC:
 Super Savvy Super Stuff, Simply Said – Division 296 in Practice


BOOK TICKETS
 for yourself and your team today. Tickets are $20 for STEP Members and $25 for Non-Members. Tickets include refreshments, networking and a short presentation from an esteemed and interesting panel.

Ticket sales will close on Thursday 21 May 2026.

You 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!

For further information or assistance, please contact stepnswaustralia@step.org

REGISTER HERE

Details

Venue

  • Morgans | Centennial Room, Level 21, 88 Phillip Street, Sydney NSW 2000
  • Morgans | Centennial Room, Level 21, 88 Phillip Street
    Sydney,NSW2000Australia

Organizer

  • STEP New South Wales