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An overview of your client’s estate planning paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • get the facts right
  • before talking about the will
  • an estate planning duty to avoid tax?

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 09 July 2025
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This was presented at Building blocks for estate planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

An overview of your client’s estate planning

Author(s):  Peter BOBBIN

Materials from this session:

The role of advisers and estate planning

Author(s):  Michael Perkins

Materials from this session:

Passing your nest egg on death or earlier

Author(s):  Jennifer YEO

Materials from this session:

Where does a power of attorney fit in with your client’s estate planning?

Author(s):  Nick GANGEMI

Materials from this session:

Where does a guardianship agreement fit in with your client’s estate planning

Author(s):  Claire Williamson

Materials from this session:

Further details about this event:

 

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