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Publications - Peter Bobbin
| All Publications | by Category |Prev | Next|
2007
"Excited
about Superannuation Borrowing?" by Peter Bobbin
In this paper Peter Bobbin raises a sample of the issues that appear
central and relevant to any considered analysis to section 67(4A) of
the Superannuation Industry (Supervision) Act . Also attached is details
of The Argyle Superannuation Acquisition Instalment Trust is a financial
structure developed by Argyle to facilitate a superannuation fund borrowing,
in accordance with the rules that allow this, to acquire an interest
in any assets that a superannuation fund may properly invest in.
"Investment
Management Manna from Government Super Heaven" by Peter Bobbin
The planning opportunities are almost limitless, many self managed superannuation
fund trustees that were once frustrated from achieving their investment
ideals through a lack of funds, can now borrow to make that real estate
purchase or enhance their share portfolio. Also attached is details
of The Argyle Superannuation Acquisition Instalment Trust is a financial
structure developed by Argyle to facilitate a superannuation fund borrowing,
in accordance with the rules that allow this, to acquire an interest
in any assets that a superannuation fund may properly invest in.
"Alter
Ego Trust Failure" by Peter Bobbin
This article reviews the recent successes of the courts in looking through
a family discretionary trust and attaching assets to a person with the
effect that claims against the person may then reach into the trust
asset holdings. The solution? Respect your trust!
"Fatal
Attraction" by Peter Bobbin
The distribution of death benefits through inheritance is the largest
source of grievance before the Superannuation Complaints Tribunal and
such angst is on the rise Peter Bobbin writes. Originally published
in Asset
Magazine December 2007
"It
takes only one bad apple" by Peter Bobbin
If Australians' retirement savings are to be safe, ASIC's new program
to make it easier to weed out dubious advisers must be followed up with
new whistleblower protections writes Peter Bobbin. Originally published
in Asset
Magazine November 2007
"PI
insurer a must in large claims" - interview with Peter Bobbin
Large claims should never be settled
without getting the approval of your professional indemnity insurer.
Peter Bobbin explains how AMP’s recent High Court loss will affect
advisers and dealer groups, in this interview which originally appeared
in IFA
magazine 10-26 September 2007.
"The
first casualty" by Peter Bobbin
Misuses and abuses of authority give great cause for concern as they
continue to erode respect for the Australian tax system. Peter Bobbin
reviews recent examples from the Australian Tax Office. Originally published
in Asset
Magazine,
October 2007.
"Locking
in value" by Peter Bobbin
Few financial planning principals have their own business development
and succession strategies, and many do not realise the true value of
their client base, writes Peter Bobbin. Originally published in Asset
Magazine,
October 2007.
"Sting
in the tail" by Peter Bobbin
Peter Bobbin examines the continuing crisis involving professional indemnity
insurance for financial planners, expecially in light of the recent
High Court decision in Cornwell’s case. He warns advisers that
superannuation claims can take years to come to the surface. Originally
published in Asset
Magazine,
July 2007.
"Keep
it simple" by Peter Bobbin
The changes to superannuation are complex, unfair and rushed. More time
is needed for people to make decisions about their long-term commitments,
according to Peter Bobbin. The so-called "simpler super" is
not an opportunity, but a limitation that never existed before. Originally
published in Asset
Magazine,
June 2007.
"
See here, understand?" by Peter Bobbin
If you think the indecipherable legal verbiage, written in microscopic
type and buried in obscurity on your customer documentation, will cover
your liabilities, think again. Peter Bobbin explains the importance
of disclaimers for financial planners and other professionals. Originally
published in Asset
Magazine
magazine, May 2007.
"
Death and super" by Peter Bobbin
Australian superannuation law was designed only with tax purposes in
mind. But simpler super can rob families of their estate-planning goals.
Aged under 25? Ignore your own super future, and embrace the super future
of everyone else by studying four law subjects: trust law, superannuation
law, tax law and litigation. Peter Bobbin explains. Originally published
in Asset
Magazine,
April 2007.
"
Friendly file casualty" by Peter Bobbin
Wise financial advisers keep careful file notes and they refrain from
blaming others for any shortcomings. Using recent case examples, Peter
Bobbin describes the harsh penalties for failure to keep proper file
notes. Originally published in Asset
Magazine,
March 2007.
"Bankruptcy
hits home" by Peter Bobbin
Now is a particularly good time to review wealth preservation strategies.
Changes to the Bankruptcy Act, proposed or adopted in 2006, have turned
much traditional asset protection thinking upside down. New ways of
thinking are needed if holding wealth to and beyond retirement is to
be achieved. Originally published in Asset
Magazine,
February 2007.
"I'm
in chains" by Peter Bobbin
A financial planning business that has not been built on bondage (restraint
of trade agreements) is like a fool and his money. Client-contact restraint,
when properly drafted, is a commonsense and practical tool to protect
and maintain a business. Peter Bobbin explains the lessons to be learned
from two recent court decisions: AMP v Manning and Koops Martin v Dean
Reeves. Originally published in Asset
Magazine
November 2006.