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CGT implications of the surrender of life interests podcast

Published on 18 Oct 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers the CGT consequences of surrender of a testamentary life interest.

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 The Tax Summit .

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Individual sessions


















Reconstruction or recharacterisation under transfer pricing – arguments for and against

Author(s):  David BOND,  Fiona DILLON,  Dioni Perera

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Legal Professional Privilege – The Accountant’s concession – recent cases and ATO activity

Author(s):  Mia Clarebrough,  Louisa Andolfatto

Materials from this session:


















Building trust with the ATO

Author(s):  Renae Ali,  Justin BYRNE,  Annemarie Wilmore

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