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Self Managed Super Funds (SMSF) Advice & Services

Our Services

Baggetta & Co is a unique boutique specialist Self Managed Superannuation Fund practice offering a comprehensive range of SMSF service, with a strong focus on quality of service and designed to ease the responsibility of compliance and paperwork and provide you with peace of mind.

We are an integrated taxation, accounting and financial planning practice like many other firms.

However, the unique opportunity Baggetta & Co delivers to SMSF clients is that the Founding Partner, Paul Baggetta, brings a unique group of skills to the SMSF area and these skills and experience provide SMSF clients with very advantageous opportunities. These qualifications and experience include:

From set ups and structuring, to analysis and development, below are our service offerings to Self Managed Super Fund clients.

SMSF Advisory & Strategies Service

Managing your own SMSF is a big decision and an even greater responsibility as there are strict rules that govern how you use a SMSF and how you can invest your money.

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

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Setting up a new Self Managed Superannuation Fund

Self Managed Super Funds are considered one of the most powerful tax and investment structures in Australia and need to be set up correctly if they are to offer significant tax planning and wealth building potential.

In addition, if set up correctly from the start, your Self Managed Super Fund can provide your family with optimal asset protection so you can enjoy the benefits of your Super Fund.

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Running a SMSF

As the Trustee of your Self Managed Super Fund, you are ultimately responsible for the administrative responsibilities of your Fund to make sure that your Fund complies with the law and remains compliant.

It is important to be working with a SMSF Specialist Advisor & Accountant so you can be assured and confident of your Funds’ compliance, especially with the constantly changing taxation and regulatory controls.

You do not want you savings, tax advantages and retirement to be compromised by a non-compliant fund structure or flawed investment strategy.

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Borrowing in a SMSF

With the recent changes to superannuation laws, you can now maximise the earning power of your Self Managed Super Fund through strategic property investing. You can purchase properties, receive rental income, benefit from significant property appreciation and tax benefits over time, whilst increasing your Self Managed Super Funds whilst protecting your assets.

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Winding up a SMSF

Once Self Managed Super Fund Trustees decide to wind up a SMSF, there are many statutory obligations which must be dealt with for both the fund members and the Australian Taxation Office.

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Self Managed Super Funds (SMSF) Advice & Services


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

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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.