With a community of over 20,000 practitioners, STEP Australia forms a network of information, enabling the sharing and exchange of knowledge and ideas. Here we share the latest in industry news, articles and events throughout STEP Australia.
WELCOME AND CONGRATULATIONS As we enter a new year we would like to officially announce the 2023 STEP Australia Board! Ian Raspin TEP, ChairChris Herrald TEP, Deputy ChairJim O’Donnell TEP, SecretaryMichael
12 October 2021 – In response to Treasury’s call for submissions, policy experts at STEP Australia have identified several gravely concerning implications arising from recent amendments to foreign investment regulations
OUR NEXT RESEARCH PROJECT FINANCIAL DECISION-MAKING CAPACITY – A CHALLENGE FOR ADVISORS How do you identify if a client’s lack of decision-making capacity is impacting on their ability to independently
A recently proposed government register for monitoring enduring powers of attorney may do more harm than good, according to expert review The Society of Trust and Estate Practitioners Australia
Recent surveys from Singapore and Australia show that many adults have not prepared a will. Professor of Practice in Financial Planning, Dr Adam Steen, writes that estate planning will spare
STEP Australia, which represents specialists in trusts, estate planning and in supporting the needs of families, has contacted the Department of the Treasury to raise concerns with a tax law
FRIDAY 6 MARCH 20206 CPD Units in Professional Skills1 CPD Unit in Practical Legal EthicsAll day event followed by networking drinksFor advanced level participants Presenters: Arlene Macdonald, STEP South Australia’s
Chair of STEP Australia Mark Fatharly TEP has given a warm welcome to a new guideline on capital gains tax for deceased estates announced last month by the Australian Taxation
In December 2017, STEP Worldwide launched the new Speaker Search function on the STEP website, which aims to help committee members find speakers for their events. More than 500 members
The 2018 STEP South Australia/Law Society of South Australia Trusts Symposium continued its traditional journey with excellent speakers providing analysis of contemporary or leading edge legal issues surrounding trusts and
Join the leading international network of experts in family inheritance and succession planning. STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We
The STEP Global Congress 2018 is taking place in Vancouver, Canada. Details are available here.
The eighth Annual Trusts & Estates Conference for STEP Queensland branch was held in early September, at the Peppers Salt Resort and Spa at Kingscliff. The pre-conference drinks event on
The STEP Australia 2017 Conference – ‘Trusts and estates – the challenges of contemporary practice‘ was held at The Langham in Melbourne on 3 and 4 August 2017. See here.
STEP South Australia branch and the Law Society of South Australia presented the 7th Annual Trusts Symposium in Adelaide, on 10 March 2017. Further details are available here.
Further details of the speakers at the forthcoming STEP Australia Conference 2017 in Melbourne are available here: Speaker Biographies
The STEP Queensland branch 6th annual trusts and estates conference was held on 2nd September 2016, at the Peppers Salt Resort & Spa, Kingscliff. Details of the conference, and of
At present, the rules of internet service providers, as well as the law, addressing who can access digital assets in situations where a person dies or becomes incapacitated, are unclear
Welcome to the STEP Australia website. STEP members wishing to access the members-only section of the website, please email stepaustralia@step.org to request a login password. The members-only section contains: Resources
The Queensland Practice Direction No. 8 of 2001 – Family Provision – is currently under review by the District Court. One aspect that is under consideration by the Court is
The STEP South Australia 6th Annual Trusts Symposium was held in Adelaide on 11 March 2016, attended by more than 120 delegates. For further details, see here.
The 6th Annual STEP Queensland branch conference will be on 2 September 2016 (with networking drinks the evening before), at SALT resort, Kingscliff, NSW. Registrations are now open. For further
We congratulate Arlene Macdonald TEP (STEP South Australia branch), on receiving a STEP Founder’s Award for Outstanding Achivement, in the most recent round of these annual awards announced at the
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