Mr Peter Bobbin

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Level 39, MLC Centre
Level 39
19 Martin Place

Email: [email protected]
Telephone: +61 2 9895 9370
Practice Areas: Charity formation/administration, Civil-law planning (incl foundations), Company formation/management, Compliance/regulation, Contentious trusts and estates, Cross-border estates, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Insurance, Philanthropy, Tax, Trust planning/administration, Wills and probate
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Estate Planner / Lawyer/Solicitor/Attorney / Tax Advisor / Trustee/Fiduciary / Notary / Will Writer
Coleman Greig
STEP New South Wales
Australia Board, STEP Directory Editorial Board, New South Wales Branch Committee

Peter Bobbin is one of Australia’s leading estates and tax practitioners, indeed he can lay claim to be the first to reinvigorate estate planning into a profession that is now pursued by lawyers, accountants and financial advisors. A lawyer, a former accountant and a former lecturer in Masters of Taxation, Peter brings personal skills and experience in Family Succession, Business Generational Planning, Tax Strategy and Defence, Trust advice and structuring as well as an in depth knowledge in Retirement-tax planning in Superannuation.

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