Why our clients use us for SMSF’s
Why Paul Baggetta for Self Managed Super Funds?
My name is Paul Baggetta, the Principal and Proprietor of Baggetta & Co, and I would like to tell you why my Self Managed Super Fund clients choose to use my services.
Simply put, because when you come to see me, you have a comprehensive professional services package for your Self Managed Superannuation Fund. You will have a well experienced Tax Accountant, who is also a well experienced Financial Planning Advisor.
You will not hear from me, “Now I need you to go and see your Accountant regarding the tax consequences of my financial advice.” Or vice versa.
As a qualified Taxation Accountant and Financial Planner, when you come to see me I understand the tax implications of my financial planning advice, and I understand the financial planning implications of my tax advice. There is no confusion and no mis-communication.
I have been a qualified taxation accountant for over 35 years, and I have also been a qualified financial planner since 1998.
Self Managed Super Funds, and their administration, is not for the faint hearted as it can be a very complex area and the ongoing legislative changes are relentless.
Self Managed Super Funds, and their administration, are not just about balance sheets, profit and loss statements and reporting on past issues. SMSF’s are also to do with compliance, future planning, superannuation components and dates, investment strategies, pension strategies and estate planning.
As a Self Managed Super Fund Advisor and Accountant, I am proud of the high quality strategic advice and services we provide our clients to ensure that SMSF members obtain the maximum benefit possible from their SMSF. I am committed to providing you with accurate, consistent and clear information to help you understand your choices and obligations.
Self Managed Super Funds can be a great way to provide for your retirement, and with many benefits.
If you are dissatisfied with your current SMSF Advisor or Accountant, or want more information about setting up a SMSF, then call 9317 7300 for more information about our services.
Can I afford to have fun in retirement?
December 16, 2017
Bubbles Bursts and Bitcoin
December 14, 2017
Investment Bonds – An Alternative To Super
December 14, 2017
Subscribe to the Baggetta newsletter to stay updated with regular industry and company news.