Complex Individuals

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

Baggetta & Co is a specialist practice servicing individuals with complex tax needs, or generating high incomes, and who are feeling constrained and overwhelmed by their tax liabilities. 

As a holistic advisory firm, our services go well beyond the preparation of your tax return.  Our key objectives when working with complex individuals is:

  • Save you tax
  • Generate & grow your wealth
  • Protect your Assets

Our wealth of knowledge and expertise, personal relationships with our clients, proven reputation as a trusted advisor, and our tailored services and results have been the cornerstones of our success and that of our clients.

Our holistic approach also extends beyond accounting and taxation. Baggetta and Co are also authorised and qualified to provide financial planning services.

Who is a Complex Individual?

Individuals with complex tax needs are typically:

  • Individuals generating a high amount of income as PAYG tax payers
  • Doctors and Medical Specialists (who are not in a service trust arrangement)
  • Professionals working as employees
  • Anyone deriving high levels of personal exertion income
  • Sole Traders
  • Individuals looking to invest and grow wealth
  • Property Investors

The Effective Management of Your Tax Position

As experienced tax consultants, accounting specialists and financial advisors we are well equipped to help you navigate the tax system, identify opportunities, and develop and implement strategies to meet your personal financial goals.

We will collaborate with you in the effective management of your tax position, identify and manage your tax risks, and maximise opportunities whilst ensuring compliance in an ever changing complex Australian taxation system.  We will provide you with exceptional customer service every step of the way delivering clear, straight-talking, actionable advice.

When it comes to saving you tax, growing your wealth and protecting your personal wealth assets – there is no room for shortcuts.

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