As the current Partner in Charge of Baumgartners, Aaron has broad experience across a wide range of tax and business disciplines. With over 25 years in practice and industry, Aaron has advised numerous high net worth family groups, businesses and professionals on taxation, accounting, succession, and business matters. He is a past Chair and current member of The Tax Institute’s Victorian State Council, an award-winning Chartered Tax Advisor, a registered tax agent, and holds a Master of Taxation from the University of New South Wales.
Aaron has worked with all levels of business from large corporate groups and multi-nationals to family owned and operated businesses. He has helped to improve the taxation and wealth creation/preservation outcomes for numerous clients including representing client groups during ATO audits and reviews, successfully applying to the ATO for private binding rulings on a range of contentious issues and assisting clients through major life events such as business sales, deceased estates, retirements, and separations. Aaron is often engaged to consult to the clients of other accountants and finance professionals on tax matters.
Aaron has spent some time in London where he was appointed head of Business Services for a Top 50 UK Chartered Accounting firm. In this role Aaron managed a team of professionals, working primarily with start-ups and growing entrepreneurial businesses to meet their compliance obligations and improve their internal management reporting, systems and processes.
In his downtime, Aaron spends time with his two young girls, Emily and Sophia, and his Wife, Victoria, exploring the wonderful family offerings around Melbourne and greater Victoria.
Qualifications and memberships
- Bachelor of Taxation (UNSW)
- Master of Taxation (UNSW)
- Chartered Tax Advisor, Taxation Institute of Australia
- Registered Tax Agent
Specialist areas
- Business and entity structuring
- Self Managed Superannuation Funds
- Taxation advice
- IT and systems/process improvements
- Business strategies
Recent articles & stories
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Announcement - New Principal Joining Baumgartners
We are pleased to announce the appointment of a new principal to the business services team at Baumgartners, Alex Vrahos.
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Does our association need to lodge an income tax return?
Certain associations may be able to self assess as exempt from income tax and therefore the requirement to lodge an income tax return.
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Announcement - Appointment of Partner, Alex Vrahos
We are pleased to announce the appointment of Alex Vrahos as a Partner of Baumgartners
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New withholding regime for property transactions
From 1 July 2016, purchasers and vendors of real property in Australia have had to consider whether a new 10% withholding tax regime applies. We have summarised the key points to be aware of when buying or selling property.
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Baumgartners’ Federal Budget Top 10
A surprising number of tax and superannuation changes were announced for small businesses and individuals as part of the 2015-16 Federal Budget. Here are 10 to be aware of.
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Press Release: Appointment of Partner, Ross Brown
Ross Brown announced as a new partner for Baumgartners
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Do you have undisclosed offshore income?
Australian resident taxpayers are subject to income tax on their worldwide income and capital gains, even where they have already paid tax overseas (though a credit may be allowed in Australia for any foreign tax paid).
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Plan now for the new Small Business Rollover available from 1 July 2016
A new rollover is available for small businesses to restructure into a different legal form without triggering income tax. This will enable many small businesses to unlock structures which are no longer ideal from a commercial, legal or tax perspective.
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Baumgartners’ 2016 Federal Budget Top 10
We have reviewed the announcements in last night’s federal budget and present our list of 10 changes we believe are most relevant to small business and investors.
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Federal Budget 2024-25 Key Takeaways
This Federal Budget was all about spending, with little focus on substantive tax measures. We’ve outlined the key takeaways for our clients.
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Intangible asset depreciation self-assessment not proceeding
In the Albanese government’s first Federal Budget, it was announced that this measure would not proceed and the status-quo treatment would remain.
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Baumgartners’ 2019 Federal Budget Top 9
In the shadow of an imminent election, the Federal Government have released their 2019 budget which contains a number of sweeteners for low & middle income earners and small businesses. Here are our pick of the top tax and super announcements.
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Victoria to expand vacant residential property tax
The Victorian government plans to extend the vacant residential land tax statewide by 2025, applying a one percent tax on properties vacant for over six months annually, with the goal of addressing housing supply challenges.
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Announcement: Glenn Brewster promoted to Partner
Baumgartners is excited to announce the appointment of Glenn Brewster, a Certified Practising Accountant with over 20 years of experience, as a new Partner effective 1 July 2024.
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Reduced super tax concessions proposed
The government will look to reduce superannuation tax concessions for individuals with balances above $3M from July 2025.
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In the media - Common Reporting Standard
Baumgartners were recently quoted in Financier Worldwide's January 2018 feature article on the Common Reporting Standard. Click here to read more.
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2018 Year End Tax Planning Tips & Tricks
30 June is once again almost upon us however it is not yet too late to undertake meaningful tax planning. This year, in addition to the usual planning opportunities available to taxpayers, there are an unusually large number of changes to be aware of.
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Press Release: Appointment of Partner, Brad Hunt
March wrapped up with a very exciting milestone for Baumgartners, with the admission of a new Partner to the professional services firm in Melbourne.
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Do you have an SMSF? Beware of these new rules
Following commencement on 1 July 2017 of the most extensive changes to Australia’s superannuation rules in a decade, the Australian Tax Office are introducing onerous new event-based reporting requirements which will affect every SMSF from 1 July 2018.
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Business Stimulus in Response to Coronavirus
In response to the unprecedented global economic impact of COVID-19, the Federal Government has announced a range of measures to support Australian businesses, some with immediate effect. Here is what we know so far.
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Senate Passes Amendment to Increase Instant Asset Write-Off
Senate votes for $30,000 instant asset write-off and expanded eligibility for small and medium businesses.
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Press Release: EMEA Global Mobility Summit in London
Baumgartners to Participate in Expert Panel at Forum for Expatriate Management’s EMEA Global Mobility Summit in London
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Global Collaboration Takes Centre Stage
Baumgartners joined accountants and lawyers from 37 countries in Vietnam for the 2024 Alliott Global Alliance Conference. The event brought together professionals to explore innovative strategies, share insights and strengthen global connections.
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2020-21 Federal Budget
The Morrison Government’s 2020-21 Federal Budget, delayed from its usual early May date due to the COVID-19 pandemic, was delivered on 6 October. With a truly unprecedented increase in spending, we discuss some key takeaways for our clients.
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David Baumgartner
Managing Partner
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Aaron Fitchett
Partner
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Alex Vrahos
Partner
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Paul Carrazzo
Partner
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Brad Hunt
Partner, Financial Services
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Ross Brown
Partner
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Glenn Brewster
Partner
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Jason Knott
Partner
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James Ridley
Audit Principal
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Julie Tse
Senior Manager
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David Teleki
Senior Manager
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Molly Abuli
Senior Manager
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James Hill
Senior Manager
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Grahame Barber
Senior Manager (Tax)