All Articles tagged with 'Peter Burgess'

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SMSF Association called for immediate CSLR overhaul following release of FY27 initial levy estimate

From SMSF Association

The SMSF Association says the newly released FY27 Initial Levy Estimate of $137.5 million confirms the pressing need for the Compensation Scheme of Last Resort (CSLR) to undergo substantial reform,

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19 Nov 2025

SMSF Association reaffirms need for higher standards in SMSF advice after ASIC findings

From SMSF Association

ASIC’s latest Review of SMSF Establishment Advice (Report 824) serves as a critical reminder of the need for the SMSF sector to maintain a strong focus on professional advice standards, says

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07 Nov 2025

SMSF Association strengthens technical expertise with appointment of industry heavyweight

From SMSF Association

The SMSF Association has appointed John Perri as Technical Manager enhancing its technical support capabilities at a time of massive change and reform in financial services and superannuation. Perri joins

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23 Oct 2025

Removal of tax on unrealised capital gains and commitment to consult gets strong tick of approval

From SMSF Association

The SMSF Association has welcomed yesterday’s announcement by the Federal Government to scrap its proposal to tax unrealised superannuation capital gains. In a statement released yesterday, the Government also announced

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14 Oct 2025

ATO’s final NALI and contributions rulings provide welcome clarity – but missed opportunities remain

From SMSF Association

The ATO’s long-awaited rulings on non-arm’s length income (LCR 2021/2) and contributions (TR 2010/1) have provided long-sought clarity on several critical issues, says SMSF Association CEO Peter Burgess. “These rulings

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30 Sep 2025

SMSF Association supports review of the ATO’s regulation of SMSFs

From SMSF Association

The SMSF Association supports the Australian National Audit Office’s (ANAO) proposed performance audit of the ATO’s regulation of self-managed superannuation funds (SMSFs). Association CEO, Peter Burgess, says the timing is

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19 Sep 2025

Cost of CSLR special levy, should be a shared responsibility says SMSF Association

From FAAA - Financial Advice Association Australia

The most efficient and equitable way to fund the special levy needed to meet the shortfall in consumers’ unpaid compensation claims is to spread it across all Australian Financial Complaints

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12 Sep 2025

Professionals set to excel at SMSF Audit Day

From SMSF Association

The SMSF Association’s annual SMSF Audit Day returns on 9 September, as a one-day virtual event dedicated to the regulatory and compliance issues shaping SMSF audits. Designed for all SMSF

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29 Aug 2025

Deferred start date needed if Division 296 becomes law

From FAAA - Financial Advice Association Australia

Addressing the contentious Division 296 legislation during his opening address at the SMSF Association’s 2025 Technical Summit, Association CEO Peter Burgess outlined the technical challenges with a back dated tax

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08 Aug 2025

Industry-level problems require an industry-level response

From SMSF Association

It’s critically important not to draw the wrong conclusion from the recent Australian Financial Complaints Authority (AFCA) statistics relating to SMSFs, says Peter Burgess, CEO of the SMSF Association. Addressing

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07 Aug 2025

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