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Showing 21 - 30 of 110 results for "Peter Burgess"

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 ...

Payday super on track, but so is the $3m super tax

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... million, in a move the SMSF Association (SMSFA) slammed as an "ill-conceived initiative". SMSFA chief executive Peter Burgess said the government has ignored valid industry concerns. "As a revenue item, tonight's Budget was the last opportunity for ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
SMSF Association (SMSFA) chief executive Peter Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF). Burgess said the sector needs to be on alert about the resurgence ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... achieving the highest examination score for the SMSF Specialist Auditor accreditation program. SMSFA chief executive Peter Burgess said its members are highly regarded across the industry, and all award winners were "richly deserved". "Those members ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... important role in bolstering SMSF returns and helping trustees to avoid investment mistakes," SMSFA chief executive Peter Burgess noted of the findings. EDITOR'S NOTE: The original version of this article stated incorrect figures on the establishment ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... funds that reported materially higher investment returns in 2022-23," Mihaylov continued. SMSFA chief executive Peter Burgess said the data displays the "aspirational benefits" of the sector and highlights the important role professional advice play ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... to the passing of Div 296," Ali said. A similar argument was recently raised by SMSF Association chief executive Peter Burgess, who believes the bill has been pushed due to the missing vote. "We think this is a sure sign the government knows they don't ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... misleading, accusing the Treasurer of making several ambiguous statements in defence of the tax. SMSFA chief executive Peter Burgess said the extensive consultation Chalmers has claimed happened was not genuine engagement but a procedural formality. ...