STEP South Australia

We welcome all professional advisers, 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.

Follow STEP SA on LinkedIn

Committee Members

Richard Ross-Smith

Richard Ross-SmithChair

South Australian Bar
Donna Benge TEP

Donna Benge TEPCo-Vice Chair / Branch Secretary

Piper Alderman
Adeline Lim TEP

Adeline Lim TEPCo-Vice Chair

Australian Executor Trustees Ltd
Stephen Thiele TEP

Stephen Thiele TEPTreasurer

Seta Pty Ltd
Adrian Cartland

Adrian CartlandCommittee Member

Cartland Law
Mark Evans

Mark EvansCommittee Member

PKF Adelaide
Michael Fox TEP

Michael Fox TEPCommittee Member

KMT Wealth Strategies
Rod Jones

Rod JonesCommittee Member

Piper Alderman
Rod Luker TEP

Rod Luker TEPCommittee Member (ex-Officio)

Hume Taylor & Co
Ian McFarlane

Ian McFarlaneCommittee Member

CMS Private Advisory
Harry Patsias

Harry PatsiasCommittee Member

Wallmans Lawyers
David Wright

David WrightCommittee Member

Recently retired lecturer in Trusts & author of 9 legal text books

STEP South Australia Events

Date Event Venue
Monday 3 May 2021 Seminar


“Helping LPRs Find Certainty”

Ian Raspin TEP of BNR Partners

Ticket Purchase

The Kings Head Hotel, Adelaide
Wednesday 12 May 2021 Emerging TEP Professionals Seminar

Emerging TEP Professionals Seminar

“Taxing of Trusts”

Jessica Stimson of Cartland Law

Ticket Purchase

Adelaide Venue To Be Announced (also available via Live Stream Webinar)
Thursday 27 May 2021 AGM + Seminar

Seminar & STEP South Australia AGM

“Section 59C of the Trustee Act”

Simon Ower QC of Jeffcott Chambers and Richard Ross-Smith TEP of Anthony Mason Chambers

Ticket Purchase

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide
Tuesday 8 June 2021 Seminar


“The Conflicts of Interests that can Arise in the Administration an Estate”

David Glen

Ticket Purchase

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide
Thursday 22 July 2021 Seminar


“Estate Planning Practices in Australia and a Comparison to those in Singapore and Hong Kong”

Adam Steen TEP

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide
Monday 20 September 2021 Seminar


“The Fate of property Held: Joint Ownership and Survivorship”

William Sloan

Naval, Military & Air Force Club of SA, 111 Hutt Street, Adelaide

Contact Us

For membership enquiries, contact the Membership Officer

For media enquiries, contact the Media Liaison Officer

For general enquiries, contact the Branch Secretariat