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Showing 1 - 10 of 699 results for %22Mark Burgess%22

ART adds heavyweights to board

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... reality," he said. Also, former Future Fund chief executive and investment banking and listed company senior executive Mark Burgess has been appointed chair of ART's investment committee as part of the planned changes to the board. Burgess was the ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... Also at the conference, Heffron Consulting managing director Meg Heffron said that many SMSFs will not hit the $3 million mark - yet they still see value in their SMSF, appreciating they are a genuine platform for their retirement savings strategy. For ...

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 ...

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 ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... without any real recourse to recover their tax expense," the SMSFA commented. The association's chief executive Peter Burgess noted that including unrealised capital gains means year-on-year tax liabilities will be directly related to the performance ...

Senate Committee rethinks franking credit changes

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... Shareholder Association (ASA) voiced relief over the Senate Committee's recommendations. SMSF Association chief executive Peter Burgess hailed the Senate Committee's decision as an opportunity for the government to fine-tune amendments. "The Senate Committee's ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... ANZ will continue to advocate for our preferred solution," it said. Meanwhile, SMSF Association chief executive Peter Burgess said the measure is an improvement, though the use of a factor-based approach "is neither a practical nor desirable solution ...

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... existing body of evidence on the strong financial performance of the SMSF sector," SMSF Association chief executive Peter Burgess said. "We know the actual performance of an SMSF is dependent on the fund's investment allocation and therefore may bear ...

CVC sells 20% stake in Eildon

KARREN VERGARA  |  MONDAY, 24 APR 2023
... term. Founded in 2004, Samuel Terry invests in debt and equity, and is owned by the family trusts of Fred Woollard, Nigel Burgess and Mitch Taylor. They manage the Samuel Terry Absolute Return Fund, a wholesale fund that returned 27% in the year to March ...
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