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Showing 1 - 10 of 107 results for "Peter Burgess"

LRBA ban requires immediate clarity: SMSFA

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
... roundtable hosted by shadow minister for housing and homelessness Andrew Bragg, attended by SMSFA chief executive Peter Burgess, to discuss the change. Burgess argued at the time that the updated policy will put many SMSFs in risk of default without ...

SMSFA backs review of ATO's regulatory approach

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
... monitors non-compliance and investigates and sanctions funds that fail to meet their obligations. SMSFA chief executive Peter Burgess said the review comes at a critical time, noting the sector and its regulatory landscape have evolved significantly ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... leaving the profession and abandoning recruitment plans," Anderson added. Meanwhile, SMSF Association chief executive Peter Burgess is calling for an immediate reform and highlighted the levy should be aimed at bad actors. "Consumers should have access ...

Greens, Labor agree on LRBA ban on SMSFs

MATTHEW WAI  |  WEDNESDAY, 24 JUN 2026
... ladder on first homebuyers, and let the 1% keep $33bn in tax breaks." In response, SMSF Association chief executive Peter Burgess was disappointed in the decision, claiming that LRBAs pose "no material risk" to the super system under appropriate circumstances. ...

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... improving the sustainability of the Compensation Scheme of Last Resort (CSLR), SMSF Association (SMSFA) chief executive Peter Burgess says reform is needed for greater accountability around the distribution and production of managed investment schemes ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... super funds (SMSFs) are rapidly adopting digital assets in their portfolios, but SMSF Association chief executive Peter Burgess said it isn't a worry to him if all entities remain compliant under their respective obligations. Findings from OKX's ...

Div 296 requires fixing before finalisation: Industry

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... that can create "unworkable" outcomes for self-managed super fund (SMSF) members. SMSF Association chief executive Peter Burgess has met with Treasury to push changes on the regulation on separate topics. Burgess said the treatment of post-death earnings ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... the proposals deliver the flexibility that the profession requires," she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings after death is a significant outcome that ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... achieved returns of up to just 1.9% compared to 8% for the bottom 25% of APRA funds. SMSF Association chief executive Peter Burgess said the findings demonstrate the long-term strength and resilience of the SMSF sector; in the 2023-24 financial year ...

SMSFA recognises outstanding members

ELIZA BAVIN  |  FRIDAY, 20 FEB 2026
... Miriam Kewley was top achiever for the SMSF Specialist Auditor accreditation course for 2025. SMSFA chief executive Peter Burgess congratulated the winners and said the awards were richly deserved. "Our SMSF Specialist Advisor and SMSF Specialist Auditor ...
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