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Publications - Peter Bobbin
| All Publications | by Category |Next|
February
2009
"Trusts:
A 21st Century Look at a Centuries Old Tool" by
Peter Bobbin
Without
doubt trusts are the most favoured investment and business vehicles today,
yet most professionals have completed less than 40 hours formal education
in the law of trusts and taxation of these. In this detailed paper, Mr
Bobbin presents the fundamentals followed by discussion of stamp duty,
estate planning, family law, and taxation issues relevant to the law of
trusts. Useful 'Practice Points' are given throughout this article.
Updated February 2009.
"No
time like the present" by Peter Bobbin
Many
firms will be busy helping clients reset their financial futures, but
before they begin they'll need to reorganise their own business to maximise
gains when better times arrive Peter Bobbin writes. Originally published
in Asset
Magazine February 2008.
December
2008
"Culture
of complaints" by Peter Bobbin
Clear
communication with clients is more important than ever in the market,
as even grieves can offer an opportunity to build better relationships,
Peter Bobbin writes. Originally published in Asset
Magazine December 2008.
November
2008
"Enough
complaints to share" by Peter Bobbin
As
the credit crunch continues to bite, grievances against advisers will
probably increase as clients review their strategies and returns, but
where does the buck stop? Originally published in Asset
Magazine November 2008.
October
2008
"A
lapse in trusteeship" by Peter Bobbin
The
concept of a dependant is anachronistic. I should be able to apply my
super as I wish. Professional super fund administrators are growing
lazy, leaving deceased members' dependants confused or, worse yet, forced
to bear the consequences of their failures, Peter Bobbin writes. Originally
published in Asset
Magazine October 2008.
September
2008
"Beware
the trusty short cut" by Peter Bobbin
The
most common failing in the use a trust begins with the advisers who
recommend them. Judging by the mood of the times, a professional trustee
and a settlement fee substantially greater than $10 will be needed to
earn the respect of the courts, writes Peter Bobbin. Originally
published in Asset
Magazine September 2008.
August
2008
"Fees
make a meal of your client's interests" by Peter Bobbin
Financial
advisers have a fiduciary duty to charge on a commission basis, Peter
Bobbin writes. This article originally appeared on the 28 August 2008
issue of Money
Management.
"Right Topic Wrong Focus" by Peter Bobbin
The
consultation paper on superannuation shows that the government needs
to focus on the value of advice and on encouraging households to boost
retirement savings, Peter Bobbin writes. Originally published in Asset
Magazine August 2008.
July
2008
"Super's
final frontier" by Peter Bobbin
Australian super-tax
laws that treat a company as a spouse no longer seeem so bizzare. Advisers
are coming to grips with the government's Better Super system, Peter
Bobbin writes, but unfortunately many of its absurdities and complexities
are still in place. Originally published in Asset
Magazine July 2008.
June
2008
"Extreme
super makeover" by Peter Bobbin
The complex, outdated
rules covering self-manged superannuation funds are crying out for reform
and a single authority should be given the role of DIY fund regulater,
Peter Bobbin writes. Asset
Magazine June 2008.
May
2008
"Trusts:
A 21st Century Look at a Centuries Old Tool" by
Peter Bobbin
Without
doubt trusts are the most favoured investment and business vehicles
today, yet most professionals have completed less than 40 hours formal
education in the law of trusts and taxation of these. In this detailed
paper, Mr Bobbin presents the fundamentals followed by discussion of
stamp duty, estate planning, family law, and taxation issues relevant
to the law of trusts. Useful 'Practice Points' are given throughout
this article.
Updated May 2008.
"When
washing is a dirty word" by Peter Bobbin
Always be wary when
the Tax Office uses a word whose meaning you need to look up. A falling
sharemarket hs prompted the re-emergence of the wash sale as a tax-saving
strategy. Peter Bobbin writes, but unfortunately many of its absurdities
and complexities are still in place. Originally published in
Asset
Magazine May 2008.
April
2008
"Super's
final frontier" by Peter Bobbin
Australian super-tax
laws that treat a company as a spouse no longer seeem so bizzare. Advisers
are coming to grips with the government's Better Super system, Peter
Bobbin writes, but unfortunately many of its absurdities and complexities
are still in place. Originally published in Asset
Magazine April 2008.
March
2008
"Gear
up for a lawsuit" by Peter Bobbin
It's a great time to
be in the super financial services profession, despite the fearful chatter.
More exceptions allowing super funds to borrow money for investments
are a big opportunity for the members. Don't let them give someone a
new change to sue you, Peter Bobbin writes. Originally published
in Asset
Magazine March 2008.
February
2008
"Simple
truth Saves" by Peter Bobbin
Advisers need to take care when communicating with clients - simply
put dumb it down. No more fancy words, slock marketing jargon or convoluted
nomenclature; be bluntly honest with clients in termins that even your
teenager would understand, Peter Bobbin writes. Originally published
in Asset
Magazine February 2008.