Ms Julie Van der Velde
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Lower Ground Floor
37 Angas Street
Adelaide
SA
5000
Australia

Email: julie@vdvlegal.com.au
Telephone: +61 8 70094855
Website: www.vdvlegal.com.au
Practice Areas: Charity formation/administration, Contentious trusts and estates, Dispute resolution, Elderly and vulnerable clients, Estate planning/administration, Family business, Rural family, business and agriculture, Tax, Trust planning/administration, Wills and probate
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Profession:
Estate Planner / Lawyer/Solicitor/Attorney / Tax Advisor / Will Writer
Firm:
VdV Legal
Branch/Chapter:
STEP South Australia
Special Interest Groups:
Business Families
Biography:

Julie Van der Velde is the founder and principal of VdV Legal. She works with businesses and their advisors to help ensure practical commercial outcomes. Julie has a particular interest and significant expertise in taxation and revenue law, intergenerational transfer, business succession, estate planning and superannuation. She has experience across a range of sectors including professional and financial service firms, property development, not for profit entities and primary production.

Prior to establishing VdV Legal Julie worked with a range of accounting and legal practices including several years as an Associate Director with an international accounting firm where she was involved in drafting submissions to Treasury on various matters including the modifications to the anti-avoidance provisions of the Income Tax Assessment Act 1936 and proposals for the reform of the taxation of trust structures. This experience demonstrates Julie’s high level of technical knowledge which she combines with commercial acumen. Julie understands commercial operations and family business and the importance of providing clear and commercially useful opinions and advices.

Julie a founder member of the Society of Trust and Estate Practitioners in South Australia and co-chair of the South Australian Branch of Step.

A Chartered Tax Advisor, a Fellow of the Tax Institute, a Fellow of CPA Australia and a registered Trust and Estate Practitioner; Julie is a regular presenter on taxation and commercial matters for many professional bodies throughout South Australia. She is the Taxation Institute SME Tax Advisor of the Year 2017.

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