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Worried about passing assets to your children? presentation

Member Price: Free
Non Member Price: $15.00

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 Aug 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • why are we worried?
  • the blended family is the modern family
  • some statistics
  • your duty
  • what does this mean?
  • structures
  • trust - what do you really have?

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
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at NSW 12th Annual Estate & Business Succession Planning .

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

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Worried about passing assets to your children?

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