STEP SOUTH AUSTRALIA

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

STEP South Australia provides a forum in which professionals from different professions (law, accounting and financial planning) can collaborate and share knowledge and experience.  The areas of expertise of our members span taxation, trusts and equity, estates and succession planning, and dispute resolution.  There is particular interest and expertise in business families succession issues, through the Business Families Special Interest Group.

We aim to provide education in three main areas:

– Trust law and equity

– Estates and succession planning

– Australian and State taxation issues concerning trusts, including superannuation funds

All of our events include networking opportunities after each presentation.

Most events are held in the early evenings and consist of lectures or panel discussions, covering both practical and theoretical/jurisprudential issues.  The presenters usually provide a written paper.

We also hold ‘Pop Up Discussion Groups’, which allow more informal and in depth discussion of recent lectures, cases or articles.  Attendees are encouraged to contribute to the discussion, and attendee numbers are limited.

The Annual Trusts Symposium is our showcase event each year.  The Symposium, which is primarily concerned with trust law, has become a ‘must attend’ event for many practitioners.  Speakers have included superior court judges, academics and leading lawyers.  For further details, see here.

LOCAL EVENTS

LOCAL NEWS

STEP SA Trusts Symposium 2020

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

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SOUTH AUSTRALIA
BOARD MEMBERS

RICHARD ROSS-SMITH

CHAIR

DONNA BENGE TEP

CO-VICE CHAIR / SECRETARY

ADELINE LIM TEP

CO-VICE CHAIR

STEPHEN THIELE TEP

TREASURER

ADRIAN CARTLAND

COMMITTEE MEMBER

MARK EVANS

COMMITTEE MEMBER

MICHAEL FOX TEP

COMMITTEE MEMBER

ROD JONES

COMMITTEE MEMBER

FIONA FAGAN TEP

COMMITTEE MEMBER

IAN MCFARLANE

COMMITTEE MEMBER

HARRY PATSIAS

COMMITTEE MEMBER

DAVID WRIGHT

COMMITTEE MEMBER

CONTACT US

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Secretary