STEP Western 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 Western Australia branch was officially launched on 22 July 2009 and now has more than 80 members.  Membership is open to a wide range of professionals who work in the area of trusts and estates.

We hold educational seminars on a monthly basis (excluding January and June), usually on a Wednesday or Thursday evening in the middle of the month.   These seminars cover a wide range of topics within the fields of trusts, succession planning, estates and tax.  For the benefit of our members outside the Perth metropolitan area, some seminars are streamed online.  We are approved as a CPD provider by the Legal Practice Board of Western Australia.   Prior to each seminar, there is an opportunity to meet and network with other members.

We encourage the study of succession law by donating prizes in this subject at Murdoch University and Curtin University.  We have links with other professional bodies and have held joint seminars with The Tax Institute.  We are also represented on the Probate Committee of the Supreme Court of Western Australia.

Keep up to date on events and news for the STEP WA Branch – sign up to the Newsletter here.

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Committee Members

Jim O'Donnell TEP

Jim O'Donnell TEPChair

Jackson McDonald
Loreena Gillon TEP

Loreena Gillon TEPVice Chair

Chartered Accountant
Jennifer Bruce TEP

Jennifer Bruce TEPTreasurer

Perpetual Trustee Company Ltd
Claire Hawke-Gundill TEP

Claire Hawke-Gundill TEPSecretary

Kott Gunning
Ms Elise Croft TEP

Ms Elise Croft TEPCommittee Member

Mr Grahame Young TEP

Mr Grahame Young TEPCommittee Member

Francis Burt Chambers
Danielle Bechelet TEP

Danielle Bechelet TEPCommittee Member

Avon Legal
Jonathan Haeusler TEP

Jonathan Haeusler TEPCommittee Member

Williams & Hughes
Janene Bon TEP

Janene Bon TEPCommittee Member

HHG Legal Group
Neil Henderson TEP

Neil Henderson TEPCommittee Member

Balfour Meagher Legal & Business Advisors
Andrew Davies TEP

Andrew Davies TEPCommittee Member

O'Sullivan Davies
Evelyn Abadines TEP

Evelyn Abadines TEPCommittee Member

ABS Succession Lawyers

STEP Western Australia Events

Date Event Venue
Tuesday 18 May 2021 Seminar


“The Intersection Between Family Law and Family Provision Claims”

Brendan Ashdown TEP of John Toohey Chambers

O'Sullivan Davies Family Lawyers, Perth (also available by Live Stream Webinar)
Tuesday 15 June 2021 Seminar

Seminar Hosted By Chartered Accountants Australia and New Zealand

Topic To Be Announced

Loreena Gillon of Loreena Gillon Chartered Accountant

Live Stream Webinar, Perth
Tuesday 21 September 2021 Seminar


“Reconstitution of Trust Deeds”

Daniel Fry TEP of Fry Legal

Perth Venue To Be Announced (also available by Live Stream Webinar)

Contact Us

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