Scott Hay-Bartlem

Jul 10, 2024 | mondaq.com | Scott Hay-Bartlem

In this edition of It depends, partner Scott Hay-Bartlem talks about how we know whether a person has the mental capacity to make a binding death benefit nomination for their superannuation. Video transcript Hello and welcome to this It depends, where I'm going to discuss, does someone have the mental capacity to make a binding death benefit nomination for their superannuation?

Jun 12, 2024 | mondaq.com | Scott Hay-Bartlem

In this edition of It depends, partner Scott Hay-Bartlem talks about whether your company is a special purpose superannuation trustee company. Welcome to this It depends on 'Is my company a special purpose superannuation trustee company?'. Why? It's always best practice to have a company as trustee of a self-managed superannuation fund. There's a couple of reasons. It makes it easier to run and to change trustees as people come and go.

Jun 10, 2024 | lexology.com | Scott Hay-Bartlem

Click here to watch the videoIn this edition of It depends, partner Scott Hay-Bartlem talks about whether your company is a special purpose superannuation trustee company. Video transcriptWelcome to this It depends on ‘Is my company a special purpose superannuation trustee company?’. Why? It’s always best practice to have a company as trustee of a self-managed superannuation fund. There’s a couple of reasons. It makes it easier to run and to change trustees as people come and go.

Apr 30, 2024 | mondaq.com | Scott Hay-Bartlem

In this edition of It depends, partner Scott Hay-Bartlem dispels common myths surrounding trust distributions. His message: don't limit your focus to tax matters this EOFY – there's much more to consider! Join Scott in Sydney on May 8 and May 9 for a complimentary seminar tailored specifically for accountants and financial advisers. His presentation will provide an in-depth analysis of distributions from family discretionary trusts, just in time for EOFY.

Apr 29, 2024 | lexology.com | Scott Hay-Bartlem

Click here to watch the videoIn this edition of It depends, partner Scott Hay-Bartlem dispels common myths surrounding trust distributions. His message: don’t limit your focus to tax matters this EOFY – there’s much more to consider!Join Scott in Sydney on May 8 and May 9 for a complimentary seminar tailored specifically for accountants and financial advisers. His presentation will provide an in-depth analysis of distributions from family discretionary trusts, just in time for EOFY.