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Self-Managed Superannuation Funds

Baggetta & Co is a holistic boutique specialist Self Managed Superannuation Fund firm offering a comprehensive range of SMSF services, with a strong focus on quality and expertise to provide our clients with peace of mind.

We are an integrated taxation, accounting and financial planning firm like many other firms.

However, unlike other SMSF firms, the unique opportunity Baggetta & Co delivers to SMSF clients is the all-encompassing skills of our Founding Partner, Paul Baggetta, whose skills and expertise provide SMSF clients with a diverse and idiosyncratic insight. Paul Baggetta’s unique skill set ensures SMSF Trustees and Members are well guided with strategic advice and personalised, individualistic solutions to maximise their financial potential and safeguard that their SMSF remains compliant in this ever-changing complex environment.

Our clients most trusted SMSF Adviser

From set ups and structuring, to investment and strategic advice, Paul Baggetta has been providing SMSF Services with care and attention since 1999 when they were first introduced in Australia.

  • Business Advisor & Taxation Accountant over 38 years
  • Financial Planner over 20 years
  • SMSF Association Associate Member since 2012
  • Business Owner over 30 years
  • Long term Property & Share Investor
  • Confidant & Trusted Advisor to clients for over 38 years

Complete financial solutions for your SMSF...

Investing money in a Self Managed Super Fund continues to be a popular choice for Australians. The ability to manage and control your retirement nest egg, the flexibility, the fees and charges not correlated to your balance of funds as in a retail fund, the tax effectiveness and flexibility of a SMSF have become the vehicle of choice for many Australians wanting to secure their financial future.

However, managing your own SMSF is a major financial decision, and an even greater responsibility, as there are strict rules that govern how you use a SMSF and how you invest.

Receiving appropriate advice plays an important role in the setup of your SMSF. Specialist tailored advice ensures your SMSF has the most appropriate investment strategy and investments for you and your circumstances. Read more HERE.

Self Managed Super Funds are considered one of the most powerful tax and investment structures in Australia and need to be set up correctly if they are to offer significant tax planning and wealth building potential.

In addition, if set up correctly from the start, your Self Managed Super Fund can provide your family with optimal asset protection so you can enjoy the benefits of your Super Fund. Read more HERE.

As the Trustee of your Self Managed Super Fund, you are ultimately responsible for the administrative responsibilities of your Fund to make sure that your Fund complies with the law and remains compliant.

It is important to be working with a SMSF Specialist Advisor & Accountant so you can be assured and confident of your Funds’ compliance, especially with the constantly changing taxation and regulatory controls.

You do not want your savings, tax advantages and retirement to be compromised by a non-compliant fund structure or flawed investment strategy. Read more HERE.

Once Self Managed Super Fund Trustees decide to wind up a SMSF, there are many statutory obligations which must be dealt with and you meet certain reporting and administrative obligations. Read more HERE.

  • Other Services

Baggetta & Co assists SMSF Trustees and Members in the growth and protection of their wealth for the future. We have long recognised that successful financial outcomes demand more than a single service stream; and that accounting, taxation and financial planning are complementary services provided in house under our Registered Tax Agent licence.

Our holistic and diversified approach provides a practical and personalised solution under one roof, to produce effective results for businesses and individuals, and to enhance and maintain wealth and lifestyle goals.

Free Consultation?

For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation contact us today.

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Growing your super, your way!

Need help setting up or managing your SMSF?


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