Super Scott: Superannuation with special guest Scott Hay-Bartlem

In this episode, Caite & Michele:

• are joined with special guest, Scott Hay-Bartlem, Partner and Superannuation guru at Cooper Grace Ward Lawyers.  Find out more about Scott here. 
• discuss all things superannuation with Scott, trustee discretion, binding nominations and the importance of superannuation strategy in planning
• discuss the recent cases of Re Marsella; Marsella v Wareham [No 2] 2019 VSC 6 (as mentioned in Episode 2) and Ioppolo and Hesford v Conti [2013] WASC 389.

Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com. 

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See you next time on The Heir Waves.

 

** IMPORTANT NOTICE **

The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.