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Vic spring conference
- 1. What is STEP (Melbourne Branch)? The Melbourne branch of STEP provides a forum for: Promoting Trust and Estate practice, both in the profession and to the public Linking lawyers, accountants, finan- cial planners, bankers, fund manag- STEP ers and trust officers An interchange of professional infor- To Join STEP Spring (Melbourne Branch) mation between members Enhancing practice standards please contact Conference amongst the professions Mercia Chapman Providing a voice for trust and estate professionals (Secretary) on STEP is unique—it is the only Trust and (03) 8685 5470 Estate association that draws members from a number of diverse professional backgrounds. STEP members may use the designation TEP (Trust & Estate Practitioner), a world recognised qualification. www.step.org Enquiries Mercia Chapman (Secretary) (03) 8685 5470 mercia.chapman@anz.com Bernard McMenamin (Chairman) (03) 9608 0770 bdm@clarke&co.com.au Friday 21 October 2011
- 2. Topics Speakers Registration Form Open with Introductory remarks and Peter Pascoe Barrister update on the Supreme Court Registration Fee Since coming to the Bar in 1988, Peter has Probate List established a wide ranging practice, his spe- $160.00 STEP members Speaker: Hon. Justice Habersberger cialty areas include Equity/Trusts, Probate/ $220.00 non members Wills, TFM, Commercial Law, Property Law and Superannuation. Peter has served as a Binding Financial Agreements and private secretary to the Commonwealth At- Delegate Details torney-General and was a senior lecturer in the Department Deceased Estates Name: ______________________________________ of Law at Swinburne University. Speaker: Peter Pascoe Organisation:_________________________________ Address:____________________________________ Disputes between Trustees and John Glover Professor, RMIT University __________________________ Postcode_________ Beneficiaries In 1984, John first joined the Victorian Bar and practised in commercial law – until 1989, Phone: ( ) __________________________________ Speaker: John Glover when he left the Bar to take up an academic Fax: ( ) ____________________________________ position at Monash University, lecturing and researching in Equity, Trusts and Taxation Email: ______________________________________ Testamentary Discretionary Trusts and Law. In 2004, John re-signed the Bar Roll. CGT He was appointed Professor of Law at RMIT If a non member would you like to receive further University in May 2009. information on STEP membership? Speaker: Bill Orow John graduated from the University of Melbourne with a B.A. (Hons) and LL.B. (Hons), before studying at Oxford Univer- sity, graduating with a B.C.L. in 1982. He did articles at Payment Corrs, where he became an Senior Associate in 1979. SEND Cheque to Venue: Oaks on Collins STEP 480 Collins St Melbourne C/- Howard Jones Bill Orow Barrister Treasurer, STEP Melbourne Date: 21 October 2011 Bill is an expert in the field of Taxation and Level 5, 99 William St Melbourne VIC 3000 Revenue Law holding a Ph.D as well as an LL.M and is the Director of the Graduate Time: 2pm - 5pm followed by Drinks Taxation Program at Monash University. and Canapés (included) I enclose a cheque payable to STEP Melbourne for He has had many works on taxation pub- $ ____________ Cost: $ 160 STEP Members lished, including "Comparative Anti-Avoidance Rules" Jor- $ 220 Non Members dans, UK and "Income Tax and GST Planning Strategies", Australian Tax Practice, 7th Edition, 2006/07, which he co- authored.