(08) 9317 7300

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 and operating a SMSF is a major financial decision, as the responsibility for running the fund and complying with the law rests solely with you as the trustee.

While SMSFs are great for some people, they don’t necessarily suit everyone.

When deciding to set up an SMSF, there are a number of things you should consider, and as a SMSF trustee you want to know that your SMSF is compliant and has the potential for your retirement income to grow.

Baggetta & Co’s SMSF advisory and strategies services include:

If you would like further information about our services, contact Paul Baggetta on 9317 7300.

« Back to service list

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. 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.