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101819
Individual Podcasts

Superannuation Estate Planning for Non-Tax Dependants on Death

Estate planning becomes all the more important when there are no tax dependants to receive death benefits from superannuation. This podcast explains why along with strategies to lighten the tax load on death.

Date/Time

About the Podcast

Estate planning becomes all the more important when there are no tax dependants to receive death benefits from superannuation. This podcast explains why along with strategies to lighten the tax load on death.

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

0.4 CPD hours

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]

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