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May 11, 2022

Super Scott: Superannuation with special guest Scott Hay-Bartlem

32 minutes

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 [email protected] (please note we have a new email address from Jan 2026).

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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.

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By Caite Brewer & Michele Davis