Peter Burgess

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24 September 2013

It is vital SMSF practitioners have a thorough understanding of the in-house asset rules in order to avoid potential breaches. AMP SMSF's Peter Burgess explains how the i...

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28 May 2013

Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....

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21 November 2011

Peter Burgess illustrates the concept of a single acquirable asset demonstrates the application of key concepts relevant to limited recourse borrowing arrangements provis...

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17 October 2011

The Australian Taxation Office's (ATO's) recent draft ruling on limited recourse borrowing arrangements has clarified its approach according to SPAA national technical di...

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22 August 2011

Peter Burgess takes a look at steps which need to be taken to ensure superannuation contributions are correctly allocated and classified for tax purposes....

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25 July 2011

Some SMSFs will not need to comply with the new rules regarding collectables and personal-use assets until 1 July, 2016. However, many will need to consider what action t...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 days 19 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 2 days ago