Search Results | Showing 61 - 70 of 75 results for "Peter Burgess" |
| | | ... assets where sold after the member has died to pay out death benefits where there is no reversionary beneficiary. Peter Burgess, technical director of SPAA, said there were ways to mitigate the capital gains tax sting. Contrary to widely held fears that ... |
| | | | ... on the recent draft tax ruling affecting self-managed super funds that some have called a death tax by stealth. Peter Burgess, technical director of the Self-Managed Super Fund Professionals' Association (SPAA), said the draft ruling had taken people ... |
| | | | ... of the consultative group. The Self-Managed Super Fund Professionals' Association of Australia (SPAA) opposes it. Peter Burgess, technical director of SPAA, said the best practice guidelines were a better way to go, and that his organisation had suggested ... |
| | | | ... to ensure their contribution eligibility is correctly assessed and to avoid excess contribution penalties," said Peter Burgess, national technical director, SPAA. Investors can make contributions of $150,000 a year or bring forward two years of contributions ... |
| | | | ... dispute resolution scheme. It found investors were reluctant to commence legal action to recover their monetary loss. Peter Burgess, technical director of the Self Managed Super Fund Professional's Association (SPAA), has previously said court action ... |
| | | | ... looking to add to their service by offering advice on property, which seems to be becoming more common," he added. Peter Burgess, national technical director, SPAA, said that it was not surprising to see more SMSFs investing in property and encouraged ... |
| | | | ... centre for advisers. "The approved product list needs to meet both the research test and the smell test," he said. Peter Burgess, technical director of the Self Managed Super Fund Professional's Association (SPAA), acknowledged court action was difficult ... |
| | | | ... local newspaper, the Illawarra Mercury, which has mounted a "Justice For All" campaign to win them compensation. Peter Burgess, technical director of the Self Managed Super Fund Professional's Association of Australia (SPAA), said SMSF trustees should ... |
| | | | ... same regulations as an APRA fund but also don't receive the same protection - so are not eligible for compensation. Peter Burgess, technical director of the Self Managed Super Fund Professional's Association (SPAA), said SMSF trustees had redress through ... |
| | | | ... now need to start with a contribution... it could lead to significant excess with the brought forward rule," said Peter Burgess, Technical Director, SPAA. There has been much debate around excess contribution, too, with some uncertainty as to what classifies ... |
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