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Showing 1 - 10 of 54 results for "Peter Burgess"

SMSFA collaborates with APRA on rollover improvements

ANDREW MCKEAN  |  FRIDAY, 22 APR 2022
... with the hope of improving processes. SMSF Association deputy chief executive and director of policy and education Peter Burgess warned delegates at the annual conference to be prepared to provide further SMSF bank account documentation when requesting ...

Plans to remedy NALI, NALE issues welcomed

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAR 2022
... to incur a small fund expense on arm's length terms," deputy chief executive and director of policy and education Peter Burgess said. "There could also be situations where all the income an SMSF receives from a particular investment, including any realised ...

ATO underestimates SMSF performance: Report

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... research alongside the University of Adelaide," SMSF deputy chief executive and director of policy and education Peter Burgess said. "It's very interesting and I suspect many of the findings from this research will be a point of reference for SMSF ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... Financial Services Compensation Scheme of Last Resort Levy Bill 2021 last week, SMSF Association deputy chief executive Peter Burgess pointed to deficiencies in the proposed bill that will fail to protect its members. That managed investment schemes ...

SMSFs given small LRBA win

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... Tax Office was welcomed by the SMSF Association. SMSFA deputy chief executive and director of policy and education Peter Burgess said the option of capitalising interest in circumstances where the SMSF would be eligible for loan repayment relief under ...

SMSFs primed for best financial interests duty

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... financial interest rules, according to its peak body. SMSF Association deputy chief and director of policy and education Peter Burgess told the association's first day of its National Conference this morning that the reform is something the SMSF ...

Legacy pensions score win

KARREN VERGARA  |  WEDNESDAY, 13 JAN 2021
... appropriately under the transfer balance cap." SMSFA deputy chief executive and director of policy and education Peter Burgess said the change will be appreciated by a minority of SMSFs affected. "[We]don't believe the TBC rules work effectively in situations ...

SMSF Association appoints deputy chief executive

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... SMSF Association after a seven-year hiatus. SuperConcepts general manager of technical services and administration Peter Burgess has been appointed deputy chief executive of the SMSF Association, returning to the self-managed super advocacy body after ...

Rent relief welcome news for SMSFs

ELIZABETH MCARTHUR  |  MONDAY, 30 MAR 2020
... premise that is being leased to a related party," said SuperConcepts general manager of technical education services Peter Burgess. "The impacts of COVID-19 have hit small business particularly hard to the point where the related party can no longer ...

SMSFs interrupted in 2019: SuperConcepts

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
In providing a technical update, SuperConcepts general manager of technical services Peter Burgess has said many of the reforms set to impact SMSFs proposed last year are still yet to eventuate. Speaking at the 2020 SMSF Association conference, Burgess ...
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