The Society of Trust and Estate Practitioners Western Australia Incorporated

The Society of Trust and Estate Practitioners Western Australia Incorporated, also known as STEP Western Australia, is part of a global network of professionals dedicated to the field of trusts and estates. As a chapter of the international Society of Trust and Estate Practitioners (STEP), this nonprofit organization focuses on enhancing the practice and profession of trust and estate work in Western Australia.

Mission and Roles

STEP Western Australia plays a crucial role in promoting the trust and estate profession as a distinct field within the legal and financial sectors. It provides a platform for professionals from diverse backgrounds, including law and accounting, to collaborate and advance their practices. The organization aims to elevate public awareness of trust and estate work, contributing to the development of this specialized profession.

Activities and Contributions

• Professional Development: STEP Western Australia offers opportunities for its members to enhance their professional skills through education, networking events, and updates on legislative changes affecting trusts and estates.
• Community Engagement: By providing a forum for discussions and sharing expertise, the organization supports the community in understanding complex trust and estate issues.
• Industry Advocacy: The organization advocates for policies and practices that strengthen the profession, ensuring that legislative frameworks effectively support families and individuals in managing their estates responsibly.

Affiliation with Global STEP

STEP Western Australia is a key part of the global STEP network, which unites professionals across different jurisdictions to enhance international best practices in trust and estate planning. This affiliation allows for the exchange of knowledge and collaboration on a global scale, benefiting both local practitioners and the broader community.

Legal Status

The Society of Trust and Estate Practitioners Western Australia Incorporated is registered with the Australian Business Number (ABN) 42605101582RR0001. However, specific details regarding its charitable status or further financial information might require consultation with relevant Australian regulatory bodies.

[1] https://stepaustralia.com [2] https://www.acnc.gov.au/charity/charities/6d261f65-39af-e811-a961-000d3ad24182 [3] https://www.acnc.gov.au/charity/charities/c13b72b3-3aaf-e811-a963-000d3ad244fd