(08) 9317 7300

Baggetta & Co | Perth SMSF Specialists

Established in 1989, Baggetta & Co is a Self Managed Super Fund Specialist Advisory Firm providing a full range of SMSF services, and our focus is to provide our clients with the highest standard of advice and services for Trustees.

 

Baggetta & Co is unique and exceptional in our combination of skills and expertise for Self Managed Super Funds and their Trustees, and are deserving of our reputation as one of the leading Self Managed Super Fund providers in Perth WA.

 

Having confidence that your SMSF Advisor has the appropriate skills and knowledge is one of the most important attributes when seeking professional assistance. As a Trustee you also want to know that your Super Fund is compliant and has the potential for your income retirement to grow.

 

Not only can Baggetta & Co assist you to meet your obligations, we can also assist you to optimise the benefits of having a Self Managed Super Fund.

 

You can be confident your SMSF is achieving maximum benefit for your retirement as Baggetta & Co is committed to ongoing professional development and consistently achieving excellence in all our services.

SMSF Advisory & Strategies Service

The right advice plays an important role in your decision making process and in the success of your SMSF.

Setting up a new SMSF

Self Managed Super Funds need to be set up correctly if they are to offer significant tax planning and wealth building potential.

Running a SMSF

Working with a SMSF Specialist Advisor & Accountant can provide assured and confident of your Funds’ compliance.

Borrowing in a SMSF

Is borrowing to invest a strategy that you are considering?

Winding up a SMSF

Winding up a SMSF has many statutory obligations which must be dealt with

Other Services

As an integrated Taxation and Financial Planning practice, Baggetta & Co has a wide range of services to offer.

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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. Liability limited by a scheme approved under Professional Standards Legislation

Paul Baggetta is the Founder & Principal of Baggetta & Co (ABN 68 786 233 813).

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.