2025 STEP NZ
CONFERENCE
'Family Matters – Multigenerational Asset Planning'
We are on the cusp of a significant generational wealth transfer. The need for practitioners to take a multi-faceted, and multi-generational, approach to asset planning is growing. Join us for insights on how to manage family dynamics and family enterprise in times of change, as well as updates on topical tax and philanthropy issues.
Register today to connect with fellow STEP members and leading industry professionals as we meet for a dynamic one-day event designed to inform and inspire. Hear from distinguished speakers as they share expert insights, practical guidance, and emerging trends shaping the trusts and estates landscape. Don’t miss this opportunity to stay ahead, strengthen your network, and enhance your professional practice.
WHEN: Friday 10th October 2025
8:30am Registration opens
9.00am - 5:30pm
5.30 - 6.30 Drinks and Canapés
6.30pm - Late - Conference Dinner
CONFERENCE VENUE:
Wintergarden Room, The Northern Club,
19 Princes Street, Auckland City 1010
DINNER VENUE: Wintergarden Room, The Northern Club,
19 Princes Street, Auckland City 1010
Conference Speakers:
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Emma Woolley | Partner | Hall and Wilcox – Melbourne Australia
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Juliet Moses | Partner | TGT Legal
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Evana Lithgow | Managing Partner |Working Minds.co.nz
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James Scullin | Senior Legal Counsel | Todd Family Office
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Wendy Aldred KC | Stout Street Chambers
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Terry Baucher | Director | Baucher Consulting |
More Speakers and program details to come
Conference Registration Fees:
STEP Member & STEP Student Rate - $685 +GST NZD
CAANZ (TSIG) & ETPC Members - $750 +GST NZD
Non-Members - $850 +GST NZD
*The Conference Dinner is an additional cost of $139.00 + GST. Conference drinks and canapés cost is included in the delegate rate.
For any other information, please contact Megan Llewellyn +64211895546 or via email: megan@allsortedlifestyle.co.nz