Australia’s leading succession lawyer says “Failing to plan is planning to fail”

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Opportunity to learn what must be known:  Melbourne, Albury and Canberra

Planning is the key.

Planning is the key.

Australia’s leading succession lawyer is inviting financial advisers, their clients and the public to join him to learn the Planning Holy Trilogy: Wealth Creation, Wealth Preservation and Wealth Distribution. “Bring pen, paper and the ‘important other’ in your life and get ready to learn”, he says.

For the fourth year, Peter Bobbin is donating his time to deliver the Future2 seminars while simultaneously participating in the Foundation’s annual fundraiser, the Future2 Wheel Classic, a 1250 km charity cycle ride from Melbourne to Sydney.

Peter Bobbin, managing principal of Rockwell Olivier Sydney and a founding trustee of Future2 Foundation, knows all there is that is important to know about tax, super, risk insurance and much more.  He is a much-in-demand guest lecturer at a wide range of universities, institutes, associations and financial services businesses.

From 30 years’ experience, Peter guarantees financial advisers that their invited clients will turn to them to implement the simple strategies he talks about.  He offers practical tips and insights on minimising succession taxes, why super borrowing is so tax-effective (but watch the pitfalls), how to be commercial business succession ready, the common failings with children loans and how to fix these, how and why to testamentary trust the will (and when not to), the major super ‘dos and don’ts’ and much more.

The seminars are co-sponsored by Lonsec, a specialist in stockbroking and financial research, and Magellan Asset Management, manager of global equities and listed infrastructure strategies.  The Melbourne, Albury Wodonga and Canberra Chapters of the Financial Planning Association are supporting the events.

The sessions are being held in

  • Melbourne, 4 October, 12 to 2.15 pm (Click here to book for the Melbourne session)
  • Albury Wodonga, 7 October, 4 to 6.30 pm (Click here to book for the Albury session)
  • Canberra , 10 October, 4 to 6.30 pm (Click here to book for the Canberra session)

The cost is $30 per person;  $210 for a table of 8 and the price of admission is fully tax-deductible.

Tickets may be booked by financial advisers on behalf of clients, or directly by members of the public.

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