Andrew Starke’s interesting article summarises Peter Burgess’s speech to the SPAA conference delegates recently held in Melbourne.
The rules that limit how much money individuals can put into their superannuation fund is not working, and this article focuses on the problems surrounding the excess contributions tax system and presents case studies to support why the Government needs to review this system urgently. It is not working, and individuals and professionals are losing confidence in the system.
January 4, 2018
December 29, 2017
December 21, 2017
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Paul Baggetta is the Founder & Principal of Baggetta & Co. Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.
Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.
Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.