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Showing 1 - 10 of 76 results for "Peter Burgess"

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... standards and access to a broader pool of candidates to increase numbers," she said. SMSF Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning education standard, the proposal ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... rather than the default law split factors, that appeared to be the intent of the regulations," SMSFA chief executive Peter Burgess said. Treasury has confirmed, Burgess said, that the intent is for a self-managed super fund (SMSF) paying a complying ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... bring-forward non-concessional contributions available to an individual will be adjusted. SMSF Association chief executive Peter Burgess said these changes were expected and alongside the Stage 3 tax cuts mean that some may have additional disposable ...

Teals will push for super tax indexation: Burgess

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... indexed. Providing a legislative and technical update at the SMSFA National Conference this morning, chief executive Peter Burgess said the association has run the numbers and it doesn't believe it can succeed in having the "completely unnecessary" ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... described it as an "advice intervention" akin to the design and distribution obligations. SMSFA chief executive Peter Burgess, who also appeared on the thought leadership panel, would like to see the QAR extend to qualified accountants who are "essentially ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... significant number of trustees adopting defensive asset allocations and asset classes. SMSF Association chief executive Peter Burgess said the research was evidence of the SMSF sector's strong investment performance. He also said it indicates that ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... the mirror - what the SMSF sector does well and where it needs to level up, are SMSF Association chief executive Peter Burgess, Class chief executive Tim Steele, KPMG partner Linda Elkins, and Brighter Super chief executive Kate Farrar. At the conference ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... breakfast: Holding up the mirror - what the SMSF sector does well and where it needs to level up. SMSFA chief executive Peter Burgess will be joined by Heffron Consulting managing director Meg Heffron, Class chief executive Tim Steele, KPMG partner Linda ...

SMSF Association blasts 'highly questionable' ASFA research

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... earnings for individuals with a total superannuation balance that exceed $3 million. SMSF Association chief executive Peter Burgess said ASFA's claim that this tax will have negligible impact on the farming community is highly questionable. "The ...

SMSF Association, CA ANZ rally against super tax changes

ANDREW MCKEAN  |  FRIDAY, 1 DEC 2023
... bolster government coffers by over $950 million in the next five years. However, SMSF Association chief executive Peter Burgess said that taxing unrealised gains will have "unintended consequences and erratic outcomes." "Taxing unrealised capital gains ...
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