Patricia Jones

As a Partner at Baumgartners, Patricia specialises in advising high net wealth family groups, professional practices, and business owners on complex taxation, compliance, and structuring matters. With a career grounded in technical excellence and a focus on practical solutions, Patricia brings a trusted and holistic approach to helping clients manage, grow, and protect their wealth.

Patricia’s work with high net wealth family groups spans regular reporting, structuring, succession planning, and advisory support across all aspects of compliance. She has significant experience in addressing the additional obligations of Current and Emerging High Net Wealth Groups, including managing ATO reviews and ensuring families understand their businesses, investment structures, and responsibilities.

Her expertise extends to self managed superannuation funds, where she advises on compliance, investment structuring, and the strategic use of superannuation as a tool for both wealth creation and tax minimisation. Patricia also has deep experience working with clients in professional services and property, providing tailored solutions that streamline accounting, management, and reporting processes while building confidence in long-term outcomes.

Patricia is regularly engaged to conduct structure reviews and to advise on governance and strategy, including acting in an advisory capacity to business and family boards. Her philosophy is centred on building trust – ensuring clients feel confident that their affairs are well-managed and that they can rely on her guidance through all stages of business and family wealth.

Qualification and Memberships

• Bachelor of Commerce (The University of Melbourne)
• Master of Tax (The University of Melbourne)
• Chartered Accountant (CAANZ)
• Registered Tax Agent

Specialist Areas

• High Net Wealth Groups
• Professional Practices
• Medical Practitioners
• Self Managed Superannuation Funds
• Structuring and Succession Planning
• Streamlined accounting and reporting systems