We are thrilled to share the 2025 STEP Victoria-Tasmania Conference will be held on Friday 28 February 2025 in Geelong!

Mark your calendar and join your peers, specialists and industry partners for a one-of-a-kind conference. Whether you're looking for an opportunity to expand your network, learn about the latest changes in legislation and practice management or simply embrace an opportunity to be seaside, the STEP Victoria-Tasmania Conference is designed to deliver!

This year we are excited to introduce a highly requested Pre-Conference Workshop. Don’t miss this opportunity to gain hands-on, expert-led training before the conference even begins! The Pre-Conference Workshop is designed for Wills & Estates professionals to dive deep into Will Drafting. With only a limited number of spots, this intimate and practical training will provide delegates with a deeper understanding of common and not so common areas of will drafting and how some of these issues can lead to litigation.

PRE CONFERENCE WORKSHOP

DATE: Thursday, 27 February 2025

TIME: 12:00pm - 5:15pm AEDT

Speakers & Topic: Craig Birtles & Jennifer Dixon on Will Drafting from a Litigator's Perspective

Welcome Reception: 5:30 - 7:30pm | Sponsored by BNR Partners in the poolside area of the Rydges Geelong

CONFERENCE

DATE: Friday, 28 February 2025

TIME: 8:30am - 5:00pm AEDT

LOCATION: Rydges Geelong | Myers St &, Gheringhap St, Geelong VIC 3220

Conference Registration:

Conference and Workshop: Members $1,000 | Non-Members $1,200

Workshop and Welcome Reception: Members $350 | Non-Members $400

Conference and Welcome Reception: Members $700 | Non-Members $850

PROGRAM PREVIEW

We’re excited to offer you a sneak peek into the insightful sessions we have lined up for the STEP Victoria-Tasmania 2025 Conference. This year, we’ve curated a diverse program featuring leading experts and thought leaders who will cover a range of crucial topics for professionals in wills and estates planning, administration and litigation.

Here’s a preview of just a few of the sessions you won’t want to miss:

Ian Raspin TEP: Diving into the taxation treatment of a foreign beneficiary of an trust
This session involves a case study looking at some of the tax issues that can arise where an estate or testamentary trust for the benefit of foreign beneficiaries has assets that are not taxable Australian property (in particular shares in Australian listed companies).
Adrian Cartland TEP: Can Generative AI Replace Succession Planning Professionals?
Explore the potential and limitations of generative AI in the realm of succession planning, and whether it can truly replace human advisors in this critical area.
Rowdy Johnson: Vacant Residential Land Tax
Gain a comprehensive understanding of the implications of vacant residential land tax and how it affects property owners and investors.
Rodney Horin & Michael Horin: Australia’s Aged Care Overhaul: What Are the Changes, and Will Your Clients Pay More? What Advisers Need to Know
Stay ahead of the curve with expert insights into the sweeping changes in Australia’s aged care sector and how they will impact your clients, both financially and legally.
Alistair Marshall: Business Development – Growing Your Professional Practice
Learn effective strategies to grow and scale your practice with Alistair Mitchell’s session on business development, tailored for professionals in Wills & Estates Law.
Plus More to be Announced!

With such a wide range of topics and expert speakers, the STEP Victoria-Tasmania Conference will be an invaluable experience for all attendees. Don’t miss the opportunity to connect, learn, and achieve.

ACCOMMODATION

The Rydges Geelong has provided delegates of the conference is discounted rate for accommodation. Click this link to book accommodation directly with the hotel.

For further information or assistance, please contact step.victoria-tasmania@step.org

CONFERENCE SPONSORS

We are thrilled to announce the growing list of sponsors who are proudly supporting the 2025 conference.

Each of these valued sponsors plays a pivotal role in enriching the networking opportunities and educational offerings available to all delegates. With their teams in attendance, our sponsors are eager to engage, connect, and collaborate with you throughout the event, ensuring a truly impactful experience.

CONFERENCE EXHIBITORS

DIGITAL SPONSOR