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Showing 51 - 60 of 75 results for "Peter Burgess"

Market anxiety shrouds SMSF appetite for equities

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... super members have largely been moved into higher risk assets because professionals recognise the true value there." Peter Burgess, technical director at the SMSF Professionals' Association of Australia (SPAA) agrees that the global financial crisis ...

Super concession cuts ignite SMSF debate

MELANIE TIMBRELL  |  MONDAY, 10 SEP 2012
... relation to how assets and investments are held for tax and capital gains tax reasons. SPAA national technical director Peter Burgess said that although the specific legislative concession for real property in super exists for SMSFs and small APRA funds ...

Govt targets early release schemes; defers SMSF transfer ban

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
... securities from a related party without breaching the general prohibition on acquiring assets from a related party," said Peter Burgess, SPAA's technical director. "For SMSFs, the amendment would most likely restrict the exemption available under section ...

Streamlined SMSF software creates adviser revenue stream

BEN COLLINS  |  WEDNESDAY, 4 JUL 2012
... penalised very heavily." There are several programs on the market that enable an easy flow of client information, said Peter Burgess, technical director, Self Managed Super fund Association of Australia. "The software development out there enables that ...

SMSF Trustees want compensation: SPAA

BEN COLLINS  |  THURSDAY, 21 JUN 2012
... compensation should be borne by the sector that is responsible for that theft or fraud," said SPAA technical director Peter Burgess. Burgess said that a punitive levy should be imposed on the professional communities where the buck stops, to form a pool ...

Trio investor secures damages from adviser

BEN COLLINS  |  FRIDAY, 8 JUN 2012
... trustees and self managed super fund investors potentially have other options in the advent of theft or fraud," said Peter Burgess, technical director, SMSF Professionals' Association of Australia Limited (SPAA). "What we've seen in the press is one ...

SMSF sector tackling misconceptions

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... shaping this sector for 2012, with borrowing, auditors and sector growth impacting on the entire super industry. Peter Burgess, technical director for the Self-Managed Super Fund Professionals' Association of Australia (SPAA), told Financial Standard ...

SPAA rallies against off-market trading ban

MATT WOODINGTON  |  TUESDAY, 4 OCT 2011
... listed shares. However, Self-Managed Super Fund Professionals' Association of Australia (SPAA) technical director Peter Burgess said there was no hard evidence of that. "We're disappointed that the SMSF sector has been singled out and certainly in our ...

SMSFs given leeway on property assets

MATT WOODINGTON  |  WEDNESDAY, 14 SEP 2011
... implications on the way assets could be acquired and the number of borrowing arrangements that needed to be in place," said Peter Burgess, national technical director, SPAA. "This made it very difficult for SMSF trustees and advisers to use the limited ...

SMSFs could use email for SuperStream

ALISON BEVEGE  |  THURSDAY, 11 AUG 2011
... the Self-Managed Super Fund Professionals' Association of Australia (SPAA) State Technical Conference this week, Peter Burgess, SPAA technical director, said the mandated data standards for rollover and employer contributions were intended to apply to ...