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Current Publications
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The complex, outdated rules covering self-manged superannuation funds are crying out for reform and a single authority should be given the role of DIY fund regulater, Peter Bobbin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 convuluted nomenclature; be bluntly honest with clients in termins that even your teenager would understand, Peter Bobbin writes. Originally published in Asset Magazine February 2008.| All Publications | by Author | by Category |
