(08) 9317 7300

Setting up a new SMSF

Setting up a Self Managed Super Fund, which is highly effective and caters for your individual needs, is a complex process.

Set up incorrectly can lead to your Self Managed Super Fund returns being diminished by thousands in unnecessary taxes and penalties. It could also limit your abilities to borrow funds to purchase property in your Super Fund, or to pass money down to future generations as you had intended.

Baggetta & Co will organise all the necessary paperwork to get the fund ready to accept contributions and investments. We only use trust deeds that are issued from a competent legal firm that allow for members in either pension or accumulation phase, or a mixture of both.

Upon application of a new Self Managed Super Fund we will provide you with:

Baggetta & Co will also help you:

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.