STEP NSW Evening Seminar | Wednesday 17 September 2025

STEP NSW Branch invites you to a seminar with Louise McBride, Member of the Administrative Review Tribunal & Noel Yeates, Yeates & Co Advisory.

Topic: Intergenerational Wealth Transfer - Ruling from the grave

We are at the start of one of the greatest transfers of wealth in history, outside of state intervention, in terms of scale and breadth. This presents unique challenges for advisors and practitioners engaged in helping people successfully manage the transfer of their wealth and death  assets.

Yeates & Co estimates the magnitude of intergenerational wealth transfer at $5 trillion for the period 2030-2050 impacting approximately eight million beneficiaries or thirty per cent of the population directly or indirectly.

Louise and Noel will discuss the magnitude, scale and challenges that will face the STEP practitioners including:

• Testamentary Freedom – How real is it today?

• The changing dynamics of Family and the Court’s role in Family Provisions Claims

• What should prudent advisors and practitioners do to ensure the testator’s wishes are carried out?

• Is now time for a codified system of inheritance – a reversion to Roman Law rather than the Common law?

• Are Trusts the answer?

Given the magnitude of the Honey Pot is Death Duty or Inheritance Tax inevitable and should advisers and practitioners  take that into consideration when drafting a will or trust

The presentation will look at the practical challenges advisors and practitioners will face and what the Courts can do to cope with the anticipated deluge of Family Provisions Claims.

DATE: Wednesday 17 September 2025

TIME: 5:30 pm - 6:30 pm

COST: $75 STEP Members, $120 Non-Members

VENUE: Court 13A, Supreme Court of NSW, 184 Phillip St, Sydney OR Online via Webinar

For further information or assistance, please contact stepnswaustralia@step.org

In person attendance is available for our Wednesday evening seminars in Court 13A at the Supreme Court of New South Wales. 

As this seminar has the option of 'in person attendance' or 'remote attendance', please ensure you select the correct ticket type when registering for the event.

The seminar will be recorded and the recording will be sent to registered attendees within 7 days of the seminar.

PLEASE NOTE: If you are attending by live-stream, the link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Teams link, please ensure your email address is correct before confirming the ticket order.

ABOUT THE PRESENTERS

LOUISE MCBRIDE

Appointed a member of the Administrative Review Tribunal  in  2024

Prior to this she was a Barrister at St James Chambers

Areas of Expertise

• Taxation & Revenue

• Administrative Law

• Trust & Estates

• Equity & Judicial Advice

• Corporations Advice

With diverse financial and legal skills, Louise has 30 years of experience in commercial law, specialising in taxation. Her wealth of experience has been acquired though the following positions and appointments:

• Partner in a major law firm (Clayton Utz)

• Partner in a major accounting firm (Deloitte Touche Tohmatsu)

• Director of a boutique merchant bank (Grant Samuel)

• Trustee of the Commonwealth of Australia's Superannuation Schemes

• Member of the Takeover Panel and the Corporations Markets and Advisory Committee

• Member of Administrative Review Tribunal and covers the following jurisdictions: General, Intelligence and Security and Business

Since being admitted as a barrister in 2006, Louise has focused on trust and estate matters, complex tax audits and settlements, cross boarder tax advice, Goods and Services Tax disputes, international tax issues, capital gains tax disputes, fraud and evasion matters and applications for judicial review under the Judiciary Act and the Administrative Decisions Judicial review Act.

NOEL YEATES

Noel brings the insights of a career in media, technology and financial services with an entrepreneurial spirit founded in operating and selling five different businesses, together with 20 years in private wealth and portfolio management his knowledge and insights are a unique resource.

An on-air career at Fairfax media group in Sydney and Adelaide skilled Noel at one-on-one communications, harnessing the ability to distil complex financial information into what is meaningful and relevant. 

With a global background in information technology and strategy at EY International, Noel has consistently advised clients in aligning their financial and personal agendas. 

This broad background has come together many times, such as at Macquarie, where in addition to his key role in advisory, he was also Macquarie’s media spokesman.    

This amalgam of experiences led to him founding Yeates & Co Advisory.  A firm with a contemporary approach that focuses on four pillars as the basis of your advice and management strategy – social, personal, financial and familial.  This approach creates meaningful, long-lasting outcomes and elevates the term legacy from a slogan with money-left-over mind-set, to a real, long-lasting, strategic agenda.  

Noel is driven to help clients ensure their wealth has purpose, their goals are met and their legacy endures. Through active advice and implementation, he delivers clarity, structure and measurable results.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.