Rebecca’s clients include trustees and administrators of superannuation funds, financial planners, accountants, small to medium enterprises and high net wealth individuals as well as investment banks.

Rebecca’s recent experience includes:

• advising trustees and members of self-managed superannuation funds on tax
  and prudential issues;
• advising high net wealth individuals on estate planning strategies associated with superannuation, such as binding and non-binding death benefit nominations,
• reversionary income streams and maximising contributions to superannuation;
• advising small and medium enterprises on superannuation guarantee obligations;
• advising and preparing the documentation to implement superannuation fund borrowing structures for investment and retail banks as well as self-managed superannuation funds;
• advising on and structuring transactions involving superannuation fund trustees
  investing in related and unrelated companies and trusts;
• providing superannuation and tax advice on the in specie contribution and
  distribution of assets to and from superannuation, including advising on the
  distribution of death benefits from superannuation;
• advising on and preparing the documentation to grant enduring powers of attorney
  to self-managed superannuation fund members; and
• providing advice on the CGT contributions cap and CGT small business
  concessions as they apply to self-managed superannuation funds.