STEP Victoria-Tasmania Seminar | Thursday 19 June 2025

STEP Victoria - Tasmania Branch invites you to a seminar with Kimberley Martin TEP, Director WMM Law, hosted by Australian Unity Trustees.   

Topic: Witnessing from Afar - From Pen to Pixel: Navigating E-Signatures and Remote Witnessing in Succession Planning

This presentation focusses on how succession lawyers can ensure that the legal challenges associated with electronic signatures and remote witnessing are mitigated. Key issues/topics covered include:

• the historical requirements of executing succession planning documents;

• the rise and use of electronic signatures;

• the current status of legislation around Australia relevant to the use of technology in succession planning and anticipated legislative reform in this area

• overview of other legal challenges associated with electronically witnessed and remotely witnessed documents, such as questions around authenticity, identity and revocation; and

• practice tips for those who offer execution by electronic signature and/or remote witnessing.

DATE: Thursday 19 June 2025

SCHEDULE OF EVENTS:

ARRIVAL: 4:45PM

AGM : 4:45PM - 5:15PM

SEMINAR: 5:15PM - 6:15PM | Networking and Refreshments to follow until 7:30PM

LOCATION: Australian Unity Trustees | ANA Room, Level 2, 271 Spring Street, Melbourne 3000

The AGM and Seminar will also be offered online via webinar. 

This is a members-only event and there is no cost to attend. Your RSVP by ticket registration is required. Members are encouraged to invite two non-members as their guests to this event. Please use the 'Invited Guest' ticket registration for your guests.

We look forward to welcoming as many members in person again as possible.

Please refer to your Notice of AGM email for the Committee Member Nomination form and the proposed Branch Rules. If you did not receive this email, please email step.victoria-tasmania@step.org

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

PLEASE NOTE: If you register as a remote attendee, 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 Zoom 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.

SPEAKER | Kimberley Martin TEP

Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP is a senior estate planning, commercial, tax and trusts lawyer at Director level.   Kimberley’s range of expertise includes estate planning, tax, business succession, trusts and superannuation law, with a particular emphasis on complex needs, international, and high net worth estate planning.  She is also experienced in the area of not-for-profit law.

Kimberley holds a Master of Laws (LL.M) in Wills & Estates and is recognised for her influential role in the legal profession at the state, national, and international levels. Her contributions through committee work, publications, and media engagements have earned her international recognition. Her work has been published in 56 countries and featured on platforms such as ABC’s 7:30 program, The Age, and the Sydney Morning Herald. Additionally, she has been published in renowned legal journals, including the Global STEP Journal and the American Bar Association Magazine.

VENUE HOST | Australian Unity Trustees

Established in 1840, Australian Unity is Australia’s first wellbeing company. Australian Unity operates with commercial principles and a strong social purpose to create community value.

We are motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, clients, and the Australian community.

As part of Australian Unity, Australian Unity Trustees (AUT) is a contemporary trustee company, bringing together a national team of highly experienced and client focused experts. We deliver Real Wellbeing for our clients by offering a range of personalised and impartial services to protect, manage and transfer their assets.

As an extension of our Real Wellbeing to the STEP community, we will be offering a very exciting Private Health Insurance discount to STEP seminar attendees.