Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
106919
Individual Podcasts

SMSF Trustee Discretion - On One Condition

Whilst the exercising of a discretion could be interpreted as having the freedom to decide what should be done, this interpretation has been somewhat narrowed in recent years when it comes to an SMSF trustee’s discretion to pay out a member’s death benefits. This podcast looks int

Date/Time

About the Podcast

Whilst the exercising of a discretion could be interpreted as having the freedom to decide what should be done, this interpretation has been somewhat narrowed in recent years when it comes to an SMSF trustee’s discretion to pay out a member’s death benefits. This podcast looks into why this is so.

Presented By

Rebecca Edwards
Senior Associate, HopgoodGanim Brisbane, Qld

Rebecca has a keen interest in superannuation including self-managed superannuation funds (SMSFs) and succession matters and is a member of the SMSF Association’s Professional Standards Committee.

Rebecca holds a Bachelor of Laws (Honours) and Masters of Law (majoring in Wills and Estates). She is also a member of the Society of Trust and Estate Practitioners (STEP) and recognised by STEP as a Trusts and Estates Practitioner (TEP) as well as an SMSF Association Specialist Advisor.

Rebecca has significant experience assisting clients in matters involving superannuation, particularly self-managed superannuation (SMSFs) and estate litigation, estate planning and estate administration. 

She is also able to assist clients in matters involving Enduring Powers of Attorney, capacity, Guardianship and Administration and elder abuse. In addition, Rebecca spent over almost a decade working in aged care and retirement villages before entering the legal profession. That experience combined with her legal practice experience is invaluable in assisting clients and their family with issues involving succession.

Most recently, Rebecca was recognised by Doyle's Guide as a Wills, Estates & Succession Planning Law Rising Star — Queensland, 2021-2022.

CPD Information

24 minutes 

0.4 CPD hours/units/points

WA Lawyers – TEN is unable to verify that you have earned CPD for this product as we cannot verify that you have listened to the podcast which is a requirement of the LPBWA.  TEN is an accredited provider.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

Go to top