STEP VICTORIA

STEP Victoria has more than 100 members, including lawyers, barristers, judges, accountants, and financial planners.

Most members of STEP Victoria are located in Melbourne, but we also have members in regional locations.

We hold four to five meetings annually in central Melbourne, with an individual speaker or panel presentation on a topical subject. Presentations reflect the broad range of interests and clients of the membership group. Past topics have included: taxation of deceased estates, philanthropy and charitable foundations, foreign death duties and estate planning strategies, the impact of binding financial agreements on deceased estates, and disputes between trustees and beneficiaries. These meetings are free to members.

An annual half-day conference provides an opportunity for longer presentations from specialist lawyers, accountants, financial planners, and other industry professionals, and is the focus education event for the branch each year. It is followed by a cocktail event, providing a social and networking opportunity for members and non-members alike.

STEP Victoria has two special interest groups, established in 2013, that hold two meetings per year. These groups discuss estate planning, and estate and trust litigation. They are open to all members and provide a forum for discussion

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VICTORIA
BOARD MEMBERS

MERCIA CHAPMAN TEP

CO-CHAIR

DAVID GIBBS TEP

CO-CHAIR

RACHAEL GRABOVIC TEP

DEPUTY CHAIR

MICHAEL FAULKS ASSOCIATE

SECRETARY

DANIEL KELLIHER TEP

TREASURER

James Dimond TEP

MEMBERSHIP OFFICER

BERNARD MCMENAMIN TEP

COMMITTEE MEMBER

ANDREA OLSSON TEP

COMMITTEE MEMBER

PHILIP LAMBOURNE TEP

COMMITTEE MEMBER

David Barber TEP

COMMITTEE MEMBER

ANDREW WOODS TEP

COMMITTEE MEMBER

CONTACT US

For membership and general enquiries, please contact the Branch Secretary