STEP Victoria - Tasmania Branch invites you to a seminar with Peter Bobbin TEP, Bobbin Lawyers.

Topic: "Member benefit” or “death benefit” that is the question - A review of recent ATO private binding rulings on the treatment of superannuation ‘withdrawals’ prior to death. Is there a strategy that can still work?'

This topic will cover:

Peter Bobbin will define the apparent ATO line between a 'Member benefit” and a “death benefit”. He will also be describing the situation where advising on it will condemn the relevant recipients to a tax evasion claim by the ATO and in this context what works and what does not. Peter will also address the trust deed situation since this impacts the timing of the right.

DATE: Thursday 24 October 2024

TIME: 1:00pm - 2:00pm AEDT

COST: STEP Members $50 | Non-Members $110

This is an online only event.

For further information or assistance, please contact step.victoria-Tasmania@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKER

Peter Bobbin TEP, Principal Lawyer, Bobbin Lawyers

Peter Bobbin is a leading legal veteran in superannuation, trusts, taxation 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 was born and also at every change, he is that old!

A big believer in giving back to the community, Peter is an often requested speaker for many professional associations and is proud of his role as Charity Trustee of theFuture2 Foundation.

In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and is a past 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’ease and legal’ease.

Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other.