Mr Burgess, currently National Technical Director for the Self Managed Superannuation Fund Professionals’ Association of Australia (SPAA), will report to AMP SMSF Director, Business Operations Craig Jameson.
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Mr Burgess will be responsible for interpreting SMSF legislation to inform the development of SMSF advice strategies and technical support materials for AMP’s aligned planner network. He will also lead AMP’s SMSF policy development and represent AMP in SMSF industry groups.
AMP SMSF Managing Director Paul Sainsbury said AMP’s goal is to be the leading experts in SMSF and the high calibre of staff AMP SMSF has attracted will be fundamental in achieving this.
"I am delighted to have Peter on board. He has a strong reputation in the industry and among trustees as an authority in SMSF policy and technical support.
"We’re looking forward to Peter helping us build our SMSF advice policy and technical capabilities and supporting our aligned planners to provide SMSF advice," Mr Sainsbury said.
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By GlobalDataMr Burgess has been Technical Director of SPAA for five years and is also a former SPAA Board Director.
He currently sits on a number of Australian Tax Office SMSF regulatory and technical working groups and sub-groups. He has also published a number of articles and accredited training material on the subject of SMSFs and is an adjunct lecturer with the University of Adelaide.
Prior to his role at SPAA, Peter was General Manager, Superannuation Services at advisory firm Kingston Capital Limited and Head of Technical Superannuation Services at Australian Executor Trustees (formerly TOWER Trust Limited).
Peter has an MBA from Adelaide University, a degree in economics and post graduate qualifications in superannuation management and finance. Media enquiries
