Peter Bobbin
Speaker – Wills & Estates
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.
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.
Diagnose
traditional tax and super sequencing errors that undermine equitable settlements under the Family Law Act 1975 (Cth) and associated super-splitting regulations.
Apply
behavioural-finance tools—particularly the MoneyMax typology and money-trait framework—to interpret client decision patterns in negotiation and drafting.
Design
cross-disciplinary settlement workflows integrating Financial Neutrals, legal technologists, and SMSF strategies to deliver transparent, sustainable outcomes.
Rewriting the Rules: Disrupting Traditional Tax & Super Approaches
“You don’t know, you don’t know.”
For decades, family-law settlements have relied on mechanical tax and super formulas—often drafted without recognising timing, behavioural bias, or intergenerational impact.
This session rewrites those rules. Wayne Lear and Peter Bobbin draw on 80 combined years of collaborative financial practice to reveal how outdated sequencing between trusts, SMSFs, and estates distorts fairness and outcomes. You’ll explore the new frontier where super-splitting laws meet behavioural science, uncovering how client money personalities and inherited financial patterns quietly dictate negotiation dynamics. Using live case studies and a disruption toolkit, Wayne demonstrates how Financial Neutrals, lawyers, and technologists can co-design settlements that are technically sound and emotionally sustainable.
Attendees leave with practical frameworks, insight into self-managed funds as family-resolution vehicles, and a renewed ability to see what they—and their clients—didn’t know they didn’t know