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|... 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 ...|
|... 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 ...|
|... 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 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 ...|
|... 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 ...|
|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 ...|
|... neutrality' balance in the superannuation industry. SuperConcepts general manager of technical and education services Peter Burgess said the proposed pensioner guarantee does little to protect SMSF members from the impact of removing refundable franking ...|
|... domestic shares and property, the report said. SuperConcepts general manager of technical services and education Peter Burgess said the results were interesting as they highlighted two behavioural factors - gender bias and group behaviour - which have ...|
|... investments such as domestic shares and property. SuperConcepts general manager of technical services and education Peter Burgess said the results were interesting as they highlighted two complimentary behavioural factors - gender bias and group behaviour ...|
|... small ones. Performance, diversification and expense ratios continue to improve as a fund increases in size," said Peter Burgess, SuperConcepts' general manager of technical services and education. In turn, smaller funds are hit with a 'double whammy' ...|
The financial adviser population has reverted to the pre-financial services Royal Commission days, ending at 20,667 in the first quarter of 2021.
Local institutional investors appointed 313 mandates totaling $43 billion in 2020, down from $51 billion the year before, according to Rainmaker's latest Mandate Chaser report.
In the latest of many executive exits, AMP Capital has confirmed its head of real estate distribution has departed after more than a decade with the company.
A defined benefit fund with $77 million in funds under management is completing a successor fund transfer to a Mercer subplan.
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