STEP Australia National Trust and Estate Conference 2024

Full Conference Programme

Conference Dates: Wednesday 8 May to Friday 10 May 2024

Venue: The Langham Hotel Melbourne, Victoria, Australia

The STEP Australia National Trust and Estate Conference will be held at The Langham, Melbourne, commencing with welcome drinks on the evening of Wednesday 8 May 2024, followed by two full days of high-quality presentations. During the conference STEP will host a Delegate Gala Dinner on Thursday 9 May 2024 and a social event on Friday 10 May 2024, to conclude the conference.

PRESENTERS:

• The Honourable Justice Steven Moore, Supreme Court of Victoria
• The Honourable Kate McMillan KC, Supreme Court of Victoria
• Michael Flynn KC TEP, Owen Dixon Chambers West, Melbourne
• Lindsay Ellison SC TEP, Wardell Chambers, Sydney
• Professor Ying Liew, Melbourne Law School
• Professor Katy Barnett, Melbourne Law School
• Professor Lusina Ho, The University of Hong Kong
• Brendan Ashdown TEP, John Toohey Chambers, Perth
• Nicholas Jacob TEP, Forsters LLP, London
• Henry Brandts-Giesen TEP, Dentons, Auckland
• Renee Bennett TEP, wilson/ryan/grose Lawyers, Townsville
• Julie Van der Velde TEP, VdV Legal, Adelaide
• Harry Patsias TEP, Wallmans Lawyers, Adelaide
• Dilan Ashton, Equity Trustees, Sydney
• Panel on Common Reporting Standard (CRS) featuring; Hector Thompson, Deputy Commissioner, International, Support and Programs, The Australian Tax Office, Sydney, Peter Godber TEP, Godber Advisory & Legal, Sydney and Henry Brandts-Giesen TEP, Dentons, Auckland

Programme Focus

This STEP Conference is not to be missed!

Bringing together leading minds in trusts and estates from across Australia and beyond, the programme provides an unparalleled opportunity to broaden your knowledge and network with Australian trust and estate practitioners.

We expect this conference to be a sellout!

Looking to register three or more delegates?

If you will be purchasing three or more tickets you are eligible for the following discount:

• 3 registrations – 5% discount off each registration
• 4 registrations – 10% discount off each registration
• 5 or more registrations – 15% discount off each registration

Please email Dior Locke, STEP Australia Operations Manager, via dior.locke@step.org

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Gold & Dinner Sponsor | Equity Trustees | www.eqt.com.au

Equity Trustees is an independent specialist trustee company offering trustee or fiduciary services to a range of private and corporate clients.

Coffee Cart Sponsor | BNR Partners | bnrpartners.com.au

BNR Partners are experts in the field of Deceased Estate and Trust taxation matters.

Trade Exhibitor | The College of Law | www.collaw.edu.au

The College of Law, Australia’s largest provider of practice-focused legal education, is proud to partner with STEP to deliver postgraduate pathways to a career in wills and estate planning.

Trade Exhibitor | Australian Unity Trustee | www.australianunity.com.au/pfs/trustee-home

Australian Unity Trustees has brought together a team of highly experienced, caring and client-focused experts to work with your clients. As part of a mutual organisation, we are not driven by profit maximisation but rather by the delivery of services that matter the most to our clients, members and the Australian community.

Trade Exhibitor | Send Payments | www.sendpayments.com

Send are a multi-award winning non-bank, high volume international payments and foreign exchange specialist, that is a leading provider of innovative payment solutions for legal practitioners and conveyancers of all sizes everywhere.

Trade Exhibitor | Morgans | www.morgans.com.au

Morgans is Australia’s largest national full-service stockbroking and wealth management network operating from offices in all Australian states and territories. Morgans have been helping investors for over 40 years and is committed to helping all Australians improve their financial wellbeing.

Supporting Organisation | The Tax Institute | taxinstitute.com.au

The Tax Institute is the leading forum for the tax community in Australia. We are committed to representing our members, shaping the future of the tax profession and continuous improvement of the tax system for the benefit of all, through the advancement of knowledge, member support and advocacy.

Supporting Organisation | SMSF Association | www.smsfassociation.com

The SMSF Association is the independent, professional body representing Australia’s self managed super fund sector. Our vision and mission is to enable Australians to take greater control of their own destiny through a sustainable SMSF community while leading the professionalism and integrity of the sector.

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Interested in becoming a STEP Australia Conference Sponsor?

Contact Dior Locke, our STEP Australia Operations Manger, to register your interest for sponsorship opportunities.

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Accommodation

The Langham Melbourne has provided delegates reduced rates, so ensure you book your accommodation direct using the promotional code provided by STEP Australia upon booking your ticket to the Conference.

Delegates are able to book via the website at www.langhamhotels.com/en/the-langham/melbourne/stay/ using the Promotional code or directly through the conference accommodation link to arrange your stay.

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STEP Australia Website | STEP Worldwide Website | STEP Australia LinkedIn Page

FAQs

Can I pay via EFT or cheque?

Unfortunately, no, STEP Australia is only able to receive credit card payments through the EventBrite system. EventBrite will send you a receipt and ticket when you register. Please consider this your invoice.

Where can I find the Terms and Conditions of Sales?

Click the following link to read the full Terms and Conditions of Sales.

What's the refund policy?

If you cancel prior to the 1 April 2024, we will issue you a full refund. If you cancel on or after the 1 April 2024 no refunds are available if you are unable to meet the conditions outlined in the Terms and Conditions of Sales. You may transfer your ticket.

Do I have to bring my printed ticket to the event?

No, we will have your details on file and your name badge ready for collection.

Is my registration fee or ticket transferable?

Yes, you can transfer your ticket to another person however the delegate must be to the same ticket type. I.e. A STEP Member Ticket can be transferred to another STEP Member. Read the full Terms and Conditions of Sales for additions terms relating to ticket transfers. Please email dior.locke@step.org to transfer your ticket.

What is the dress code?

Please dress smart casual. This extends to the pre and post event functions, but you are welcome to dress up if you choose.

When will I receive further details if I am attending virtually?

Further details will be circulated to virtual deleagates on the day of the Conference. Delegates will be provided with instructions on how to view the Conference online and provided with a code providing access from the time of the Conference .

Can I access conference rates for accommodation?

Yes, The Langham Melbourne has provided delegates reduced rates, so ensure you book your accommodation using the link you will receive when you book your ticket.

Will speaker slides and papers be distributed prior to the conference?

We work with our speakers to ensure that you have as much material as possible prior to conference. Due to the nature of the presentations and speakers who will ensure that the information presented is absolutely up-to-date, some material may not be available until after the conference.

How can I contact the organiser with any questions?

Please email Dior Locke, STEP Australia Operations Manager, via dior.locke@step.org

STEP Australia Website | STEP Worldwide Website | STEP Australia LinkedIn Page

Terms and Conditions of Sales

Click "Terms and Conditions of Sales" to read the full terms and conditions of sales. Information regarding refunds and ticket transfers are outlined as well as COVID-19 specific conditions of entry.

Event Code of Conduct

Notice is hereby given of our "Event Code of Conduct. If you attend a STEP event in any capacity, you agree to be bound by this code of conduct. Visit https://stepaustralia.com/what-we-do/ to view the "Event Code of Conduct"

Delegate Disclaimer and Acknowledgement

STEP Australia has endeavoured to implement appropriate measures and safeguards regarding COVID-19, however, there exists a risk of the spread of COVID-19 in any group, social or public setting, location or event. Presence at STEP Australia’s Conference could increase your risk of contracting COVID-19 and you assume that risk. You agree to hold harmless and fully indemnify STEP Australia from all and any loss you incur or injury you suffer as a result of you contracting any disease (including, but not limited to COVID 19).