Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

SuperConcepts

  •   6 May 2020
  •      
  •   

SMSF Association appoints Peter Burgess to Exec Role

SYDNEY, Australia, 06 May 2020: The SMSF Association is pleased to announce it has appointed Peter Burgess as Deputy CEO and Director of Policy and Education, effective from 1 June 2020.

Burgess worked at the Association as Technical Director for three years before joining the SMSF administrator SuperConcepts in 2013 as General Manager, Technical Services & Education. He also served on the Association’s Board from 2007-09.

Association Chair Andrew Hamilton said: “The Board is delighted to be able to employ someone of the calibre of Peter, a sentiment I know that will be widely shared among the membership where he is highly respected and well regarded.

Association CEO John Maroney added: “Peter has built up a well-deserved reputation across SMSF policy and technical issues over many years, so to have him back in the Association fold will be a boost for our members and for the SMSF sector in general.

“His presentations at National Conference are always a highlight of that event, with Peter holding the rare honour of having addressed every conference.”

Burgess said he was excited to be re-joining the Association at a time of enormous change in the industry. Apart from COVID-19 and the enormous economic fallout from this pandemic, the SMSF sector is still coming to terms with recent superannuation and advice reforms, including those sparked by FASEA, the Productivity Commission report and the Financial Services Royal Commission.

“At such an important and pivotal time for the SMSF sector, I am looking forward to bringing the experience and technical knowledge I have accumulated over many years to the table and making a positive contribution to the growth of the Association and the sector.”

Burgess says he is grateful and indebted to SuperConcepts for giving him the opportunity to further his career by being able to lead a team of outstanding technical experts and SMSF educators.

“I have thoroughly enjoyed my time at SuperConcepts. It’s not every day you get the opportunity to assemble and then lead a team with the collective experience and expertise of the SuperConcepts technical team. It was a very difficult decision to leave but the decision was made easier by the calibre of the team I am leaving behind. It means SuperConcepts is well placed to continue to provide the technical support that its clients need and have come to expect.

I wish SuperConcepts every success in the future and fortunately for me it’s not goodbye. As the largest administration business in the SMSF sector, SuperConcepts is an important stakeholder and I look forward to now working with SuperConcepts in my new role with the Association.”

Lara Bourguignon, Chief Executive Officer at SuperConcepts, is proud of the achievements Peter has had during his time at SuperConcepts, which will serve him well in his new role at the Association.

“Peter has played an instrumental role in mentoring our team and leaves behind a legacy of technical expertise and client focus that will continue to benefit our clients. He has focused on building our brand and developing processes and offerings tailored to client needs. We wish Peter all the best in his new role and look forward to continuing our close relationship with him and the Association in the future.

“Having established our business in the market over the past few years we are now looking to the next chapter to continue the great work of our Technical team in training and industry advocacy, strengthening our relationships with industry partners and continuing to lead in industry opportunities,” she explains.

“We sincerely thank Peter for his enormous contribution to our company and also our clients and industry as a whole,” Ms Bourguignon adds.

 

  •   6 May 2020
  •      
  •   
banner

Most viewed in recent weeks

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Latest Updates

Shares

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

Superannuation

When you can withdraw your super

You can’t freely withdraw your super before 65. You need to meet certain legal conditions tied to your age, whether you’ve retired, or if you're using a transition to retirement option. 

Retirement

A national guide to concession entitlements

Navigating retirement concessions is unnecessarily complex. This outlines a new project to help older Australians find what they’re entitled to - quickly, clearly, and with less stress. 

Property

The psychology of REIT investing

Market shocks and rallies test every investor’s resolve. This explores practical strategies to stay grounded - resisting panic in downturns and FOMO in booms - while focusing on long-term returns. 

Fixed interest

Bonds are copping a bad rap

Bonds have had a tough few years and many investors are turning to other assets to diversify their portfolios. However, bonds can still play a valuable role as a source of income and risk mitigation.

Strategy

Is it time to fire the consultants?

The NSW government is cutting the use of consultants. Universities have also been criticized for relying on consultants as cover for restructuring plans. But are consultants really the problem they're made out to be?

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.