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Step Academic Community Conference 2021: Managed private capital and intergenerational wealth post COVID

November 24 @ 9:00 am - 9:00 pm AEDT

STEP Academic Community Conference 2021

On 24 November 2021, speakers will examine the theme of “Managing Private Capital and Intergenerational Wealth” by considering critical topics challenging financial service professionals internationally:

  • Assessing the decision-making capacity of clients and why it is essential for all providers of financial services to be able validate clients capacity
  • How we can better educate clients about their digital assets, in particular the taxation aspects of cryptocurrency
  • Family and small business issues involving intergeneration transfer of wealth

The STEP Academic Community Conference will be online and split into two sessions allowing attendance from around the world. Both sessions will be recorded and distributed to registered delegates post-event.

Session 1:
09:00-11:00, 24 November 2021 (AEDT – Sydney, Australia time)
22:00-00:00, 23 November (GMT – UK time)


  • Understanding ageing and disabled clients – the next challenge for financial service providers
  • Evaluating client decision making capacity in financial services
  • The role of Family Offices in activating family wealth to stimulate economic growth

Session 2:
19:00-21:00, 24 November 2021 (AEDT- Australia time)
8:00-10:00, 24 November 2021 (GMT – UK time)


  • Impact of Covid-19 on business succession amongst Australia SMEs
  • Risks and challenges posed by digital assets to estate planning and administration
  • Taxation and digital currency and digital assets – international perspectives

Speakers include:

  • Adam Steen TEP, Professor of Practice Deakin University PhD
  • Carmelle Peisah, Conjoint Professor University of New South Wales; Clinical Associate Professor Sydney University
  • Stephen Lawson TEP, FDR Law LLP, UK
  • Chris Graves, Associate Professor, University of Adelaide
  • Christopher Millard, Professor Queen Mary University of London


  • STEP Academic Community member –   GBP30
  • STEP member – GBP30
  • Non-member – GBP40

     STEP reserves the right to modify programme content and/or the speaker line up as required.