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Showing 11 - 20 of 107 results for "Peter Burgess"

SMSFs avoid advisers due to lack of asset-specific support

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... established over the past two financial years were established with financial advice. Meanwhile, SMSFA chief executive Peter Burgess said he is mindful of some SMSFs being established solely to invest in crypto and similar assets. According to Class ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... of SMSFs established under their recommendations are unsuitable to their needs. SMSF Association chief executive Peter Burgess said it is important to note the 100 files ASIC reviewed was not a random sample and the findings are not representative of ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
... the share of newly established SMSFs attached to advice is trending downwards. SMSF Association chief executive Peter Burgess told the opening panel that technology and structural changes are helping drive the spike in establishments. "I also think it ...

Division 296 bill tabled, suggested reforms fall on 'deaf ears'

MATTHEW WAI  |  THURSDAY, 12 FEB 2026
... the low-income super tax offset (LISTO), and the super tax concession reform. In response, SMSFA chief executive Peter Burgess said the Bill improves the integrity of the earnings calculation in multiple metrics, he is disappointed that other substantive ...

Improvised super tax poses unfair, inequitable outcomes: Industry

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... assessable contributions are to be deducted from assessable income when calculating ECPI," it said. SMSFA chief executive Peter Burgess said he acknowledged the challenges in drafting the legislation, but "right now, Treasury hasn't got that balance ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... further reinforce the course's standing as the gold standard for SMSF expertise. SMSF Association chief executive Peter Burgess said the new format is designed to enhance the learning experience without losing the flexibility that professionals have ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... complaint about the fund or its trustees to AFCA," he added. In response to the report, SMSF Association chief executive Peter Burgess said the "findings are not representative of the broader quality of SMSF advice currently being provided across the ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
... million of which is to be paid by the advice sub-sector, exceeding the cap by about $47 million. SMSFA chief executive Peter Burgess argued that, despite most of the levy being allocated to financial advisers, many Australian financial services licensees ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... calls for the government to address "catastrophic" flaws in its proposed superannuation tax. SMSFA chief executive Peter Burgess said the critical flaw in the proposed tax is its calculation of investment earnings, which "inexplicably includes unrealised ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... red tape." De-regulation has been a sticking point for the industry, with SMSF Association (SMSFA) chief executive Peter Burgess agreeing that the complexity behind the DBFO reforms undermines the core policy objectives. The SMSFA urged the government ...