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Showing 1 - 10 of 80 results for "Peter Burgess"

SMSFs surpass $1tn milestone

MATTHEW WAI | WEDNESDAY, 27 NOV 2024

... average assets per SMSF sits at $1.55 million while the median is about $877,500. SMSF Association chief executive Peter Burgess said while the figures are estimates, they underscore the confidence Australians place in SMSFs. He believes it is a powerful ...

$3m super tax faces uncertain future

ELIZA BAVIN | TUESDAY, 26 NOV 2024

... expected to come into effect 1 July 2025, could be shelved until after the next federal election. SMSFA chief executive Peter Burgess said the proposed tax is "deeply flawed" and would come with many unintended consequences. "It appears the government ...

$3m super tax edges closer to reality

MATTHEW WAI | THURSDAY, 10 OCT 2024

... we are urging them to listen to the concerns raised by a growing number of constituents," SMSFA chief executive Peter Burgess said. Burgess said the tax will be more problematic than simply affecting SMSFs. "The combination of taxing unrealised capital ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA | WEDNESDAY, 11 SEP 2024

... courses will help financial advisers meet mandatory education requirements by 31 December 2025, SMSFA chief executive Peter Burgess said. This can be for advisers who still need to complete an ethics course or another subject to meet requirements, or ...

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 ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Kellie Wood

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SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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