Events
Event
Date
Venue
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
“What could Britney Spears do if she was in NSW?”
Mark Streeter TEP of Streeter Law
Time
Venue
#STEPNextGen Series
#STEPNextGen Series
“Estate Planning for Vulnerable Beneficiaries”
Amee Grattan of Disability Law Queensland
Time
Venue
Emerging TEP Professionals Seminar
Emerging TEP Professionals Seminar
“Taxing of Trusts”
Jessica Stimson of Cartland Law
Time
Venue
Seminar
Seminar
“The Intersection Between Family Law and Family Provision Claims”
Brendan Ashdown TEP of John Toohey Chambers
Time
Venue
Seminar
Seminar
“Family Provision Claims – persons entitled to apply in NSW”
John Armfield of Wentworth Chambers
Time
Venue
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
Time
Venue
Seminar
Seminar
“The Conflicts of Interests that can Arise in the Administration an Estate”
David Glen
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
“Oversight of Not For Profits”
Gary Johns
Time
Venue
#STEPNextGen Series
#STEPNextGen Series
“Estate administration – Not so simple”
Jenna Hutchinson of Turner Freeman Lawyers
Time
Venue
Seminar
Seminar Hosted By Chartered Accountants Australia and New Zealand
Topic To Be Announced
Loreena Gillon of Loreena Gillon Chartered Accountant
Time
Venue
Lunchtime Series
Lunchtime Series
“Preparing for Trial and reviewing evidence”
Rebecca Treston QC TEP of Callinan Chambers
Time
Venue
Seminar
Seminar
“Mediation in Succession Matters”
Ian Davidson
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
Topic and Speaker – To Be Announced
Time
Venue
#STEPNextGen Series
#STEPNextGen Series
“Personal representatives in doubt – Applications for advice and directions from the court”
Angela Rae TEP of Burnett Lane Chambers
Time
Venue
Seminar
Seminar
“ATO release of public guidance on review of S100A”
ATO Deputy Commissioner Tim Dyce and Assistant Commissioner Christopher Ryan
Time
Venue
Seminar
Seminar
“Estate Planning Practices in Australia and a Comparison to those in Singapore and Hong Kong”
Adam Steen TEP
Time
Venue
STEP Australia Conference 2021
STEP Australia Conference 2021
Date: Thursday 29 July to Saturday 31 July 2021
Presenters:
- The Hon. Chief Justice Susan Kiefel AC, High Court of Australia
- The Hon. Justice Julie Ward, Chief Judge in Equity, Supreme Court of New South Wales
- Sandra Boyle TEP & Christopher Boyle TEP – Former Registrars of the Supreme Court of Western Australia (recently retired), Perth
- Prof. Gino Dal Pont, University of Tasmania
- Dr Bernard Walrut TEP, Murray Chambers, Adelaide
- Prof. John Glover, Owen Dixon Chambers, Melbourne
- Prof. Reid Mortensen, University of Southern Queensland
- Christine Smyth TEP, Christine Smyth Estate Lawyers, Brisbane
- John Balazs, Balazs Lazanas & Welch LLP, Sydney
- Kimberley Martin TEP, Worrall Moss Martin Lawyers, Tasmania
- Jane Needham SC, St James Hall Chambers, Sydney
- Michael Olesnicky TEP, Baker McKenzie, Hong Kong
- Michele Sheehan TEP, enTrust Law and Sheehan & Co, Brisbane
- Craig Gregson TEP, Gregson & Associates, Perth
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
Topic and Speaker – To Be Announced
Time
Venue
Lunchtime Series
Lunchtime Series
“Identifying risks faced by a legal personal representative through the estate administration journey and steps that can be taken to limit that risk”
Prue Poole TEP of McInnes Wilson Lawyers
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
“Issues emerging from recent cases and appeals”
Kim Boettcher of Frederick Jordan Chambers
Time
Venue
Seminar
Seminar
“Trust Management by Commercial Trustee Companies”
Equity Trustees
Time
Venue
Seminar
Seminar
“The Fate of property Held: Joint Ownership and Survivorship”
William Sloan
Time
Venue
Seminar
Seminar
“Reconstitution of Trust Deeds”
Daniel Fry TEP of Fry Legal
Time
Venue
Lunchtime Series
Lunchtime Series
“The Jurisdiction of the District Court in Succession Matters: More than just Family Provision”
His Honour Judge Bernard Porter QC, Judge of the District Court of Queensland
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
Topic and Speaker – To Be Announced
Time
Venue
Seminar
Seminar
“CGT on Estates including Main Residence exemption”
Ian Raspin
Time
Venue
Lunch and Learn Session
Lunch and Learn Session
Topic and Speaker – To Be Announced
Time
Venue
Seminar
Seminar
“Statutory Wills”
The Hon. Justice Lindsay of Supreme Court of New South Wales
Time
Venue
WILLS DISCUSSION GROUP SESSION #1 – MEMBERS ONLY
Session #1 – New Succession Act, New Executive Duties & Breach of Trust
This session will focus on:
– Capacity issues and best practices for solicitors
– Wills and access issues for Attorneys appointed under Enduring Power of Attorney or as Administrators pursuant to SACAT Orders
– Solicitors as Executors or Attorneys – considerations in offering to act
– When to obtain a use and benefit grant pursuant to General and Enduring Power of Attorney (UCR 356.22 and Form PROB49).
Register here: https://www.trybooking.com/CZOIH
Time
Venue
STEP SA 2025 AGM and Lecture
AGM 2025 and Lecture
Including a presentation by Julie Van der Velde on Tax Red Flags For Estate Lawyers.
Time
Venue
