All Articles tagged with 'Peter Burgess'

You are in Posts tagged 'Peter Burgess'

SMSF Association warns against cold-callers selling SMSFs

From SMSF Association

Recently reported industrial scale schemes encouraging people to transfer their superannuation savings into a self-managed super fund (SMSF) is deeply concerning, says SMSF Association CEO Peter Burgess. “The Association has

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12 Mar 2025

SMSF Association calls for adviser and administrator access to ATO data

From SMSF Association

Giving registered financial advisers access to specific ATO-held information when they provide financial and tax advice to their clients is an important reform that will improve the quality of financial

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07 Mar 2025

SMSF Association awards outstanding members at 2025 National Conference

SMSF Association members have been recognised at the 2025 SMSF National Conference for demonstrating excellence in their SMSF capabilities and for their contribution to the SMSF sector. The 2024 CEO Award was posthumously

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21 Feb 2025

SMSF Association celebrates $1 trillion milestone and key sector reforms

From SMSF Association

The sector enjoyed a breakout year in 2024 with total assets invested in SMSFs reaching the $1 trillion milestone, near record numbers of new funds established, and some important legislative

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20 Feb 2025

SMSF sector posed for further growth

From SMSF Association

Key superannuation indicators highlighted a thriving SMSF sector that had established a firm foundation for strong growth, SMSF Association CEO Peter Burgess told delegates attending its National Conference Thought Leadership Breakfast

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20 Feb 2025

Class Benchmark report half year findings

From Class

Leading cloud-based accounting and SMSF administration software provider Class today announced updated figures from its Benchmark Report revealing Generation X (51.9%) and Millennials (33.6%) collectively drove more than 85% of

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20 Feb 2025

New research shows SMSFs outperform over longer period

From SMSF Association

Research released yesterday by the University of Adelaide’s International Centre for Financial Services (ICFS), shows self-managed super funds (SMSFs) on average outperformed APRA-regulated funds by 1.2 percentage points over the

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13 Feb 2025

SMSF Association welcomes long-awaited reforms to financial adviser education pathway

From SMSF Association

The Federal Government’s decision to reform the educational pathway to become a financial adviser has been welcomed by the SMSF Association. Chief Executive Officer Peter Burgess says: “With the number

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11 Feb 2025

SMSF Association calls for urgent action on CSLR

From SMSF Association

The SMSF Association is calling for urgent Government action following the release of fresh data from the operator of the Compensation Scheme of Last Resort (CSLR) showing a more than

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03 Feb 2025

SMSF Association refutes ‘heaps of consultation’ claim on Division 296

From SMSF Association

The SMSF Association refutes claims made this morning by Federal Treasurer Jim Chalmers that the Government’s proposed new tax on superannuation balances exceeding $3m followed extensive industry consultation, and that

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24 Jan 2025

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