STEP Victoria - Tasmania Branch invites branch Members to our next Special Interest Group Meeting with David Gibbs AM TEP.

Topic: Advising Families Across Generations – Tricks and Traps

This SIG will explore and discuss questions such as:

Have I more money than the next generation needs?
Have I created a blended family?
My children don’t like each other
My children don’t like me!
My children don’t like my new partner
My children are no longer Australian residents
I want to give to the community
Am I “event ready”

Please join us for an interactive and engaging discussion.

DATE: Thursday 31 July 2025

TIME:

Arrival: 5:00pm
SIG Meeting: 5:15pm - 6:30pm

LOCATION: Good Shepherd Australia Offices | Level 1, 485 La Trobe Street Melbourne 3000

COST: This is a free event for STEP members, however spots are limited. Please advise your membership number when registering for this event.

This Special Interest Group event is an In-Person only event, it will not be recorded.

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

FACILITATOR

David I Gibbs AM FCA, FAICD, TEP, CTA | Chartered Accountant

David Gibbs is a Chartered Accountant and adviser with a reputation for developing wise and practical solutions to personal, family and business financial problems.

In recent years, his 50 years of professional practice has focused of the practical implementation of strategies for family wealth transition.

Working with other professionals in a collaborative way is a hallmark of David’s style.

STEP Victoria-Tasmania Special Interest Group | Thursday 31 July 2025

Choose your tickets

STEP Member - In Person ticket