Accounting & Taxation

When you decide to work with Baggetta & Co you are choosing to work with a trusted advisory firm, established since 1989.

You can be confident that your financial affairs are in trusted and capable hands.

Our small, accomplished firm is proud of the benefits we provide our clients including:

  • Our personalised approach – All our clients can rely on the personal attention of our Founder as your trusted advisor
  • Our strong work ethic, integrity and moral principles  are reflected in our work and our commitment to clients
  • An emphasis on quality work – Our high level of professionalism, discipline and expertise delivered in a timely and accurate manner to our clients
  • We care – We know all our clients personally, and we take the time to understand their individual needs, concerns and answer all their questions

Menu of Service - Small Business (SME's)

Baggetta & Co business accountants ensure that our business clients benefit from our vast experience and knowledge. We provide the tools and guidance  to help business owners strategically plan where they want their business to be in the future, and develop business solutions to get them there.

Getting the right advice at the right time, leveraging on a Business Adviser’s experience and sharing ideas leads to business success. You will save time & money in the short term, and pain & heartache in the long run.

Bookkeeping & BAS Services
  • Bookkeeping & Reconciliations
  • Cloud Bookkeeping
  • Set ups for new businesses – XERO & MYOB
  • Converting from desktop to cloud based accounting systems
  • MYOB to XERO conversions
  • BAS & IAS
  • EOFY Data
  • Monthly or Quarterly Financial Reporting
Accounting & Taxation Services
  • Annual Financial Statements & Tax Returns
  • BAS & GST Obligations
  • Company Annual Returns
  • Tax Planning & Forecasting
  • Tax Minimisation Strategies
  • Compliance Advice
  • Corporate Governance
  • ASIC Reporting
  • Company Secretarial Services
  • Monthly or Quarterly Reporting
  • Business Start-ups Compliance
  • Setting Up a Pty Ltd Company
  • Setting Up a Family Trust, Discretionary Trust or Unit Trust
  • Setting up a Self-Managed Superannuation Fund (SMSF)
  • Asset Restructuring
  • Buying & Selling Shares
  • Financial Analysis
  • Financial Problem Solving
  • Cash Flow Statements & Analysis
  • Budget & Forecasting
Advisory Services
  • Business Set Up & Planning Advice
  • Buying a Business & Due Diligence
  • Cash Flow Management
  • Debt Management & Restructuring
  • Tax Debt Crisis & Recovery Strategies
  • Effective Tax Minimisation Strategies
  • Business Evaluations
  • Financial Modelling
  • Project & Capital Expenditure Advice
  • Strategic Planning & Troubleshooting
  • Business Improvement Solutions
  • Business Restructuring
  • Asset Protection
  • Navigating Change Business Strategies & Solutions
  • Profit Improvement & Business Growth
  • Benchmarking & KPI’s
  • Succession Planning
  • Preparing Your Business for Sale
  • Capital Gains Tax Advice & Implications
  • Small Business CGT Concessions Advice

A specialist approach to adding value to your business, ensuring you achieve the best bottom line and the maximum profit, whilst helping you meet your ongoing tax and accounting obligations.

There is no better way than a FREE, no-obligation consultation to understand the Baggetta & Co approach and how we add value to our business clients’ growth and financial success.  Call us on 9317 7300 to find out more, or contact us.

Menu of Service - Self-Managed Super Funds

SMSFs are a tax effective vehicle for individuals to manage their retirement savings and investments.

Accounting & Taxation Services
  • Preparation of your SMSF Financial Statements & Taxation Return
  • Arrange audit of your SMSF by an approved Auditor
  • SMSF Administration & Management Services
  • Prepare member benefits statements, which contains member’s tax components
  • Facilitate obtaining of an actuarial certificate and prepare payment summaries, where required
  • Manage communications and correspondence with the Australian Taxation Office, where required
Advisory Services
  • The process of setting up and maintaining a SMSF
  • Alternatives to a SMSF
  • Corporate Trustee Advice
  • Effective tax minimisation strategies
  • Accumulation to pension phase advice
  • How do I wind up my SMSF

Menu of Service - Property Investment

Are you looking for a property accountant who does more than just process your tax return?  At Baggetta & Co our property investment services include, but are not limited to:

Accounting & Taxation Services
  • Taxation Returns for Property Investors
  • Tax Return Amendments for Previous Years
  • Asset Protection Strategies
  • Debt Reduction Strategies
  • Effective Taxation Planning
  • Capital Gains Tax Minimisation Strategies
  • Setting Up a Family Trust
  • Asset Protection
  • Negative Gearing
  • Legal Tax Minimisation Stratifies
  • Personal Balance Sheet Review, Growth & Management Services
Advisory Services
  • The right investment strategy
  • The right ownership structure,
  • Maximum tax benefits,
  • The right loan structure
  • Pre-purchase Property Investment & Feasibility Advice
  • Property Development & Subdivision Tax Advice
  • Margin Scheme Tax Considerations
  • Discretionary Trusts Vs Unit Trusts Vs Hybrid Trusts
  • Positively Geared Vs Negatively Geared
  • Depreciation and Legal Tax Minimisation Strategies
  • Renovations and GST Implications
  • Repairs and Maintenance Vs Capital Improvements
  • Is a Family Trust Right For You
  • Personal Tax Advice
  • Capital Gains Tax Advice & Implications
  • Mortgage & Lending Advice
  • Tax Implications of Investing In Property

Whether you are beginning your property investment journey or are a seasoned investor with multiple properties, our specialist tax advice and experience will help you achieve your goals. 

Menu of Service - Complex Individuals

At Baggetta & Co we work closely with Professionals, Property Investors, Share Investors and high income individuals who are aspiring to grow wealth, achieve their lifestyle goals and a comfortable lifestyle in retirement.

The effective management if your tax position is fundamental to protecting and enhancing your wealth. Managing your personal tax position ensures you are minimising your risk and maximising your opportunities.

Individuals earning a combined household income of over $150,000 per annum have strong potential to grow wealth and achieve their lifestyle goals.

As an integrated Taxation & Financial Advisory firm, we are well placed to provide high net worth individuals with the following services:

Accounting & Taxation Services
  • Taxation Return Preparation
  • Taxation Return Amendments
  • Effective Tax Planning
  • Negative Gearing
  • Salary Sacrificing
  • Budgeting & Cashflow
  • Legal Tax Minimisation Strategies
  • Asset Protection Services
  • Debt Reduction Strategies
  • Family Trust Setup & Advice
  • PSI Income Services & Advice
  • Sole Trader Services & Advice
  • Set Up a Family Trust
  • Personal Balance Sheet Review, Growth and Management Services
Advisory Services
  • Personal Tax Advice
  • Capital Gains Taxation Advice
  • Debt Management & Reduction
  • Mortgage & Lending Advice
  • Tax Implications of Investing in Property
  • Property & Sub-division Tax Advice
  • The Right Investment Structure and Ownership Advice
  • Is a Family Trust Right For You
  • Foreign Income Tax Advice

Get in touch to find out how we help our clients grow wealth,  achieve their financial goals and retire comfortably. 

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