STEP NEW SOUTH WALES

We welcome all professional advisors, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients.

Our STEP New South Wales branch enjoys membership from legal, accounting, financial services, trust company and judicial backgrounds. We welcome all professional advisers, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients. We are committed to building strong links between our local, national and international STEP colleagues.

The branch meets every month from February to November at 5.30 p.m., usually on the third Wednesday of the month in the Banco Court, for a lecture or panel discussion followed by networking with light refreshments. It has been said that our lectures are of a high calibre and directly relevant to professional practice. Networking brings our members together in sharing ideas and opportunities.

Discussions span wills and succession matters, estate planning and estate administration, discretionary and unit trusts, asset protection, taxation of trusts, superannuation, and financial planning.