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.
Recorded Interactive Webinar: Payments of Superannuation Death Benefits: Reviewing a Trustee’s Decision
Date/Time
About the Webinar
For the uninitiated, trying to deal with superannuation trustees can be quite a daunting task. To better understand how trustees should exercise their discretion, and the process for challenging such decisions, this session guides estate planners through the practicalities of dealing with superannuation trustees. It covers:
- The requirements of a valid binding death nomination and who is eligible to claim against superannuation interests;
- The parameters of the exercise of discretion by superannuation trustees - what does exercise discretion in good faith mean?
- The grounds and process of review of a trustee’s decision in relation to payment of death benefits from a superannuation fund
- How to find out what information the parties have provided to the trustee
- The obligations of superannuation trustees to disclose and notify and the limitations on the exercise of their discretion
- Tips for shoring up claims
Presented By
Rebecca Edwards
Special Counsel, Cooper Grace Ward Brisbane, QldWho Should Attend?
This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.
WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.
While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]