SETTING UP | COMPLIANCE ADVICE | ANNUAL FINANCIAL REPORTING | AUDIT | PENSION AND BENEFIT STRATEGY | ESTATE PLANNING | FINANCIAL PLANNING | TAX ADVICE | TAX PLANNING | WIND UP SERVICES
As a family owned boutique financial advisory firm, SMSFs are one of our core service areas. We guide our SMSF Trustees and Members with strategic advice and solutions to maximise their SMSF’s financial potential and ensure you keep your SMSF compliant in this ever-changing complex environment. Although the Australian Taxation Office has increased penalties for non-compliance, including the power to freeze SMSF Assets or remove Trustees from a Fund, they remain a popular choice with 1 in 15 Australians investing their money in a SMSF.
With our commitment to ongoing professional development, our up-to-date knowledge and expertise of SMSF legislation, our clients enjoy peace of mind and confidence as we successfully navigate them through this challenging environment.
Our clients most trusted SMSF Adviser
With care and attention, Paul Baggetta has been providing SMSF Services for over 38 years.
- Business Adviser & Taxation Accountant over 38 years
- Financial Planner over 20 years
- SMSF Association Associate Member since 2012
- Business Owner over 30 years
- Long term Property & Share Investor
- Licensed Real Estate Licensee (non-trading)
- Confidant & Trusted Adviser to clients for over 38 years
“Over the years, it has been my mission and commitment to help my clients achieve their financial and lifestyle goals”
SMSF Accounting & Taxations Services
- 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
If you are thinking about setting up a SMSF, and want to know if it is right for you, we can assist.
SMSF Financial Planning Services
- Establishing your new Self Managed Super Fund
- Prepare and implement an Investment Strategy for your SMSF
- Develop pre and post retirement planning strategies
- Facilitate the process of winding up an existing SMSF
- Advice and Review Services as requested
We offer SMSF Trustees, looking to change Advisers, a complimentary no-obligation consultation to see if our services are the right fit for you and your SMSF.
Baggetta & Co assists SMSF Trustees in the growth and protection of their wealth for the future. We have long recognised that successful financial outcomes demand more than a single service stream; and that accounting, taxation and financial planning are complementary services.
Our holistic and diversified approach provides a practical and personalised service under one roof to produce effective results for businesses and individuals, to enhance and maintain wealth and lifestyle goals.
Some of our other services include:
- Insurance & Risk Management
- Investment & Wealth Creation
- Retirement Planning
- UK Pension Transfers