All Articles tagged with 'Peter Burgess'

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Investment Trends research to come under the microscope at Technical Summit

From SMSF Association

Delegates to the SMSF Association 2024 Technical Summit, being held on 24-25 July at Sydney’s Hyatt Regency, will get a rare insight into the Vanguard/Investment Trends 2024 SMSF Report that explores how

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03 Jul 2024

Elevating expertise with specialist workshops at the SMSF Association Technical Summit

From SMSF Association

The SMSF Association 2024 Technical Summit, a premier technical event on the SMSF calendar, will focus on enhancing and improving the expertise of professionals dedicated to delivering high-quality retirement solutions

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18 Jun 2024

SMSF Association calls for definitive action on Dixon compensation claims

From SMSF Association

The SMSF Association is calling on the Federal Government to end the financial burden of Dixon Advisory’s compensation claims on the financial advice profession. The Association’s plea follows last week’s

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05 Jun 2024

Senate crossbench action urged in wake of disappointing committee outcome on tax proposal

From SMSF Association

The SMSF Association is bitterly disappointed that the Senate Economics Legislation Committee has recommended that the Better Targeted Superannuation Concessions Bill be passed without amendment. Commenting on the release of

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14 May 2024

Government urged to prioritise pension amnesty in Federal Budget

From SMSF Association

The SMSF Association is urging Treasury to prioritise an amnesty for legacy pensions in the upcoming Federal Budget on May 14, following clarification about how these pensions will be valued

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29 Apr 2024

SMSF Association stands against new tax as debate looms

From SMSF Association

With the Government’s new super tax set to be debated in Parliament today, the SMSF Association is continuing to rally support for an overhaul of key elements of the proposed

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26 Mar 2024

SMSF Association hits out at retrospective CSLR levy

From SMSF Association

The SMSF Association says the retrospective effect of the Compensation Scheme of Last Resort (CSLR) levy is a body blow for advisers at a time when the Federal Government’s stated intention

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21 Mar 2024

SMSF members cautioned not to act propitiously re $3m cap

From SMSF Association

Self-managed super funds (SMSFs) should avoid knee-jerk reactions to the Government’s proposed tax on earnings on super balances exceeding $3 million, Heffron Consulting Managing Director Meg Heffron told the 2024

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23 Feb 2024

Contribution cap changes: what this means for SMSF members

From SMSF Association

The Federal Government yesterday announced the increases in the standard concessional and non-concessional contributions caps. SMSF Association CEO, Peter Burgess said, “These changes were expected and alongside the stage three

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23 Feb 2024

SMSF Association urges collective effort against early access risks

From SMSF Association

The SMSF Association is urging a collaborative approach involving Government, the ATO, ASIC and the industry to reduce the risk of illegal early access revealed yesterday’s in the ATO’s presentation

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22 Feb 2024

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
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Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
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Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
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Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]