(08) 9317 7300

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.

Latest Articles


Stay updated

Subscribe to the Baggetta newsletter to stay updated with regular industry and company news.


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

Is it time for a change?

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.