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Society of Trust and Estate Practitioners (STEP)


The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations.

Robert Baldwin is one only 500 accredited STEP practitioners in Australia.

Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates.


STEP provides education, training, representation and networking for its members. Members advise clients on the broad business of the management of personal finance.

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Institute of Chartered Accountants in Australia


Robert Baldwin is a member of the Institute of Chartered Accountants.

The Institute of Chartered Accountants in Australia, is the most respected national professional accounting body. They have very high entry prerequisites and ongoing membership requirements which includes 120 hours of Continuing Professional Development (CPD) every three years.

The Institute aims to lead the profession by delivering visionary leadership projects and setting the benchmark for the highest ethical, professional and educational standards. They also represent the interests of members to government, industry, academia and the general public by actively engaging our membership and local and international bodies on public policy, government legislation and regulatory issues.

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Bilbie Dan Solicitors and Attorneys

The firm’s relevant experience includes preparation of wills, powers of attorney, testamentary trusts and general trust deeds and acting in an assortment of succession related matters and Family Provision Act claims.

Managing partner Nicholas Dan heads the Estate Planning Team. Nicholas has lectured in the “Wills and Estates” course at the University of Newcastle since 1997 and has over 30 years of practical experience in this area.

Bilbie Dan provides a wide and highly specialised range of services to its clients in this area.

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VBD Chartered Accountants

VBD Chartered Accountants have been a leading provider of accounting in Newcastle since 1982. As your local Newcastle business accountants, we are committed to delivering superior business solutions. Our passion is not only developing your business to its full potential, but also helping you, as the business owner, to achieve the lifestyle that you desire. That is our point of difference.

As a premier business consultancy and accounting firm, our mission is to strive for the continued development and success of your business.

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News Announcements

University Estate Planning Qualification Obtained
Robert has successfully completed the Estate Plann..

Roles, responsibilities and duties of trustees
The roles, responsibilities and duties of trust..

Discretionary Testamentary Trusts
The deceased’s last will and testament c..

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