STEP is truly leading the field, and making significant contributions, in all aspects of technology in the trust and estate industry, says Kimberley Martin TEP.
Our specialist cross-border estates qualification offers you a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.
This STEP Conference, bringing together leading minds in trusts and estates from across STEP Australia and beyond, is not to be missed.
7-9 November 2021
STEP Diploma in International Trust Management.
Whatever your training or experience, we have a membership category that’s right for you.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.
New Guide to Responsible Stewardship of Wealth
Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.
STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.