(08) 9317 7300

Self Managed Super Funds (SMSF) Accountants

 

As Taxation Accountants and Financial Planners, Baggetta & Co is ideally placed to provide comprehensive services to Self Managed Super Funds and their Trustees and Members.

Growth in Self Managed Super Funds continues at a staggering pace and represents one of the largest areas of investment for retirement in Australia.

As more and more Australians are demanding direct control of their superannuation investments, Self Managed Super Funds continue to experience regular legislative changes in what is a complex and technical area.

At Baggetta & Co, we help clients set-up Self Managed Superannuation Funds and provide ongoing advice and services, including fund compliance, accounting, tax and audit assistance.

As qualified Accountants and Financial Planners, with expertise in Self Managed Superannuation, we are committed to providing continued support and assistance to meet all our clients’ requirements. This means a better service that gives our clients the confidence and security to enable them to manage their wealth and achieve their financial goals.

Our Services include:

  • Establishing your new Self Managed Super Fund
  • Prepare and implement an Investment Strategy for your SMSF
  • Develop pre and post retirement planning strategies
  • 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
  • Facilitate the process of winding up an existing SMSF
  • Advice and Review Services

If you have an existing Self Managed Superannuation Fund, transferring to us is a simple process.  We will not restrict you to any particular investments or service providers (eg. brokers or financial institutions), you can transfer to us and still retain all your current arrangements.

 

 

Self Managed Super Funds (SMSF) Accountants


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Establised 1989. Over 25 years. Advice you can rely on.

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For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained.

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.