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Showing 11 - 20 of 110 results for "Peter Burgess"

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... the proposals deliver the flexibility that the profession requires," she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings after death is a significant outcome that ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... achieved returns of up to just 1.9% compared to 8% for the bottom 25% of APRA funds. SMSF Association chief executive Peter Burgess said the findings demonstrate the long-term strength and resilience of the SMSF sector; in the 2023-24 financial year ...

SMSFA recognises outstanding members

ELIZA BAVIN  |  FRIDAY, 20 FEB 2026
... Miriam Kewley was top achiever for the SMSF Specialist Auditor accreditation course for 2025. SMSFA chief executive Peter Burgess congratulated the winners and said the awards were richly deserved. "Our SMSF Specialist Advisor and SMSF Specialist Auditor ...

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 ...