ABOUT STEP

What DO OUR
MEMBERS DO​?

Our members work with families, helping them with real problems. Some examples of what our members advise on are: providing for a husband following his wife’s death, while protecting the interests of their children; ensuring elderly or vulnerable relatives are cared for and supported; helping families with interests spread across the world to be compliant with the laws and tax rules of different countries; ensuring that a family business will pass safely from one generation to another; and helping clients to support charitable causes in an effective way.

Training and
Development

View STEP qualifications including Certificates, Advanced Certificates and Diplomas as well as online short courses on technical and non-technical subjects.

STEP’s mission is to help families plan their assets across generations.

STEP IN AUSTRALIA

All STEP Members belong to a local branch, providing opportunities to network with peers at a local level. There are over 100 STEP branches and chapters across the world.
Each branch provides an annual program of high quality continuing professional development, bringing together lawyers, accountants, financial planners, trustee company employees and other professionals engaged in the provision of services in relation to trusts and estates.

Professional Standards

All of our members are subject to an extensive Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients and of the wider community.  Our members are also required to keep up to date with the latest legal, technical and regulatory developments.  You can recognise a Full Member of STEP by the letters ‘TEP’ (Trusts and Estates Practitioner) after their name.

Public Policy

STEP Worldwide takes a leading role in explaining our members’ views and expertise to governments, tax authorities, regulators and the public. STEP works with governments and regulatory authorities all over the world to examine the likely impact of any proposed changes, providing technical advice and support and responding to consultations.

Worldwide
Network

All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level.  We have over 100 branches and chapters across the world.

Our Sponsors

STEP Australia is grateful for the support of our website sponsors, The College of Law, Australian Unity Trustees Limited and XE. The College of Law is an accredited education partner of STEP in Australia, through its LLM (Applied Law) qualification.