David Baumgartner is the Senior Partner and founder of Baumgartners. David has emerged as a leader in the business advisory service industry for the small and medium enterprise market, and is well respected by his clients and colleagues. The experience of growing his own small business positions him well to anticipate and support his clients in similar circumstances.
Having developed a solid accounting background at Ernst & Young and Bourne Griffiths Boyd, David identified an opportunity to develop a unique business model based on the traditional concept of successful business relationships, built on trust.
David has developed in depth experience working with clients on business mergers, acquisitions and takeovers with transactions ranging in size from $1m to $100m, in industries as diverse as local professional services organisations to a multi-national chemical importing company. These transactions also necessitated skills in estate planning, retirement planning and business succession planning.
David is focused on the continued development of the accounting profession, the clients and team at Baumgartners and the community at large. As such, David's community activities have included being Treasurer of both The Old Trinity Grammarians and Friends of the Royal Botanic Gardens, President of the YMCA Aquarena, a member of the Manningham Council Open Spaces advisory committee and a coach at Templestowe Auskick. David also has a passion for life, family and good wines.
Qualifications and memberships
- Bachelor of Economics
- Fellow, Chartered Accountants Australia and New Zealand
- Fellow, Taxation Institute of Australia
- Fellow, FINSIA
- Associate, SMSF Association
- Registered SMSF Auditor
- Limited Authorised Representative (Super)
Specialist areas
- Business Management and Advisory
- Tax Planning
- SMSF's
Recent articles & stories
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New ATO Penalties for Self-Managed Super Funds
The ATO has introduced new penalty powers which it can impose on you if your fund breaks certain superannuation rules.
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Limited time remaining to make superannuation contributions under current rules
The government recently abandoned its proposed $500,000 lifetime limit on certain superannuation contributions. New rules are planned from 1 July 2017, with a limited window remaining to make contributions under the rules currently in place.
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Press Release: Worldwide Alliott Group Conference 2018
PRESS RELEASE - Mission Accomplished: Baumgartners Ready for the Battles of International Business After Attendance at International Alliance’s Worldwide Conference in Vancouver
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Press Release - Baumgartners Represented in Osaka at Alliance’s AsiaPac Regional Conference
Press Release - Baumgartner Group was represented from 24-26 May in Osaka, Japan at the Asia Pacific Regional Conference of Alliott Group, the international alliance of professional services firms of which our firm is a member.
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Introducing Baumgartner Financial Services
The Baumgartner Group is delighted to announce the launch of Baumgartner Financial Services (BFS). This new service offering marks a strategic step forward for our firm as we continue to expand and strengthen our professional capabilities and services.
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We’re here to support you
As the economic impact of Covid-19 continues to increase, many of our clients have been impacted by falling asset values and downturns in their businesses. We’re here to support you and provide strategic advice to best weather the storm.
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Press Release - Baumgartners joins global association of professional firms
We are excited to announce that Baumgartners has joined a global association of professional firms, Alliott Group, to broaden the service offering for our internationally focused clients. Here is the Alliott Group press release announcing our affiliation.
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The future for SMSFs
Recent legislative changes and the ongoing debate around tax concessions afforded to SMSFs may mean a significant change in the way SMSFs are used in future.
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The Sharing Economy (Airbnb and Uber)
The ‘sharing economy’ (also referred to as collaborative consumption) is a new way of connecting buyers (‘users’) and sellers (‘providers’) for economic activity. There are a number of tax tips and traps to be aware of.
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Katrina Foster retiring on 1 July
We would like to announce the retirement of Katrina Foster as a partner in our tax and business services team from 1 July 2016.