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.

 

banner

Most viewed in recent weeks

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

Latest Updates

Superannuation

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

Superannuation

Less than 1% of wealthy families will struggle to pay super tax: study

An ANU study has found that families with at least one super balance over $3 million have average wealth exceeding $19 million - suggesting most are well placed to absorb taxes on unrealised capital gains.   

Superannuation

Are SMSFs getting too much of a free ride?

SMSFs have managed to match, or even outperform, larger super funds despite adopting more conservative investment strategies. This looks at how they've done it - and the potential policy implications.  

Property

A developer's take on Australia's housing issues

Stockland’s development chief discusses supply constraints, government initiatives and the impact of Japanese-owned homebuilders on the industry. He also talks of green shoots in a troubled property market.

Economy

Lessons from 100 years of growing US debt

As the US debt ceiling looms, the usual warnings about a potential crash in bond and equity markets have started to appear. Investors can take confidence from history but should keep an eye on two main indicators.

Investment strategies

Investors might be paying too much for familiarity

US mega-cap tech stocks have dominated recent returns - but is familiarity distorting judgement? Like the Monty Hall problem, investing success often comes from switching when it feels hardest to do so.

Latest from Morningstar

A winning investment strategy sitting right under your nose

How does a strategy built around systematically buying-and-holding a basket of the market's biggest losers perform? It turns out pretty well, so why don't more investors do it?

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.