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Taxation & Accounting Advice

Your tax position and financial affairs are as unique as you are, but you may not be receiving the specialist advice you need.  Baggetta & Co provides specialist advice tailored to you and your unique circumstances.

Key Services

BUSINESS Improvement ADVICE | SMSF TAXATION ADVICE | PROPERTY INVESTMENT taxation ADVICE | CAPITAL GAINS TAX ADVICE | TAXATION & Accounting ADVICE 

Established since 1989, Baggetta & Co is a privately owned boutique firm providing holistic and tailored advice. We pride ourselves on taking the time to understand each individuals’ circumstances, providing them with ongoing or ad-hoc advice, as and when required. Whether you are a client or non-client of Baggetta & Co, we can provide you with ad-hoc advice you can rely on.

Business Advisory Services:

Getting the right advice at the right time, leveraging on a Business Adviser’s experience and sharing ideas leads to business success. You will save time & money in the short term, and pain & heartache in the long run.

  • Business Management
  • Business Restructuring  
  • Debt Management & Restructuring 
  • Business Improvement Solutions
  • Business Evaluations
  • Sale or Purchase of a Business
  • Starting up a Business
  • Effective Tax Minimisation Strategies
  • Capital Gains Tax Implications
  • Exiting a business & Succession
  • Business set up & Planning
  • Tax Planning & forecasts
  • Asset Protection

SMSF Advisory Services:

SMSFs are a tax effective vehicle for individuals to manage their retirement savings and investments.

  • The process of setting up and maintaining a SMSF
  • Alternatives to a SMSF
  • Corporate Trustee Advice
  • Effective tax minimisation strategies
  • Accumulation to pension phase advice
  • How do I wind up my SMSF

Personal Taxation Advisory Services:

Whether you are a professional, investor, business owner, trustee, pre-retiree or retiree we can provide ad-hoc or ongoing tailored advice for you and your family.

  • Capital Gains Taxation Advice 
  • Effective Tax Minimisation Strategies
  • Budgeting & Cashflow
  • Debt Reduction
  • Mortage & Lending Advice
  • Tax Planning
  • Taxation implications of Investing in Property
  • Property & Sub-division Tax Advice

Investment Property Taxation Advice

Whether you are beginning your property investment journey or are a seasoned investor with multiple properties, our specialist tax advice and experience will help you achieve your goals.

  • The right investment strategy,
  • The right ownership structure,
  • Maximum tax benefits, 
  • The right loan structure

Is it time for a change?

For more information about the services we provide or to see if Baggetta & Co are a fit for you...

Schedule a free 15 min phone consultation