STEP NSW Branch invites you to a seminar with Ankit Sharma and Andrew Wilson, Pitcher Partners.

Topic: Estates & Estate Planning: Speaking from experience a wealth advisor and an accountant.

Estate planning is topical for many of our clients. With the great wealth transfer, Australian generally being wealthier as well as more blended families, Pitcher Partners assists clients with their taxation and financial planning requirements when it comes to finalising their own estate plans as well as being called in to assist when someone has passed away.

Andrew Wilson from our Private Wealth division will speak to his role in estates and estate planning, the discussions he has with clients and the common issues/pitfalls to be aware of.

Ankit Sharma from our Private Business and Family Advisory division will take this a step further and work through several tax planning opportunities during the estate planning process and after death with a focus on the use of CGT rollovers.

DATE: Wednesday 12 November 2025

TIME: 12:30 pm - 1:30 pm AEDT

COST: $45 STEP Members, $90 Non-Members

This is an online only event.

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

PLEASE NOTE: 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.

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

ABOUT THE PRESENTERS

Ankit Sharma, Partner, Private Business & Family Advisory, Pitcher Partners

Ankit is a longstanding member of the Pitcher Partners family, having been with the firm since 2008. He takes a holistic approach to delivering on client’s need, balancing technical expertise, simplicity and commerciality.

With a client portfolio that includes executives, investors, professional services partners, high-net-worth groups, and family offices, Ankit has the expertise to navigate diverse financial requirements including assisting clients with both their operating business and their personal investments.

From a family office perspective, he also advises privately owned retirement village and aged care operators, leveraging his deep understanding of their unique operational environment and the associated tax and accounting intricacies.

Ankit’s curiosity drives him to explore beyond the surface of taxation and accounting requirements, allowing him to add value to his clients and support their future aspirations including succession planning and tax-efficiently protecting clients’ wealth for the next generation and beyond.

Importantly, he understands the importance of collaborating with other advisors to achieve client’s long term financial objectives.

Andrew Wilson, Partner, Private Wealth, Pitcher Partners

Andrew is a Partner in the Private Wealth division at Pitcher Partners Sydney, where he specialises in investment strategies for business owners, high-net-worth family groups, and clients navigating liquidity events. He is recognised for his leadership in private wealth advisory and his ability to deliver tailored, strategic advice that aligns with clients’ long-term goals.

Andrew leads the way in identifying and implementing private market investment opportunities, helping clients access differentiated strategies across private equity, credit, and infrastructure. He plays a key role in managing client relationships and investment outcomes across the firm’s $2.5+ billion in advised assets.

He regularly contributes to wealth and investment insights and thought leadership, both within the Sydney firm and across the national Pitcher Partners network. Andrew also presents at industry forums, speaks on podcasts, and has featured in media engagements including interviews with ausbiz.

Known for his clear, professional communication style, Andrew prioritises practical outcomes and consistently receives high client feedback for his advice and service.

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.