Estate planning practices in Australia and Singapore. 28 October 2021

The event examines the findings of recent research undertaken by STEP's Academic Community into the estate planning practices in Australia and Singapore and the implications of these findings for clients and their advisors.

The aim of the research was to gain greater insight into how issues such as trusts, digital assets and professional advice impact on estate planning decisions. Results indicate a high proportion of adults lack up to date wills, only a small proportion have powers of attorney and few parents have guardianship plans in place. Further, the majority of adults who had a will had not discussed its contents with their immediate families.

Speaker: 

Professor Adam Steen BEc (Hons), Dip Ed, M Com, PhD, TEP is Professor of Practice at Deakin University in Victoria and Adjunct Professor at the University of Adelaide. Adam has undertaken consultancy assignments for the Commonwealth Government, World Bank, Government of Indonesia and other local and global organisations. Adam has served as a senior academic providing leadership in teaching, research and administration and been a visitor to international business schools including Hong Kong Polytechnic University, Copenhagen Business School and the International School of Management at Dortmund, Germany. His research has been published in leading international journals and is interdisciplinary in nature, applying accounting and finance-based methodologies to questions and issues in diverse areas including corporate governance, international business, tourism, human resource management, unemployment and homelessness. He is head of STEP's Academic Community.