Baumgartners works with clients across a range of industries and profiles. What unifies our clients, whether business or private, is that they tend to be ambitious and entrepreneurial minded people who think and act like owners. They are not satisfied with the status quo and want a partner who will challenge their views and push them to achieve their goals.
When we work with a client, we start by asking the right questions and then design customised solutions to deliver the right outcome. We help our clients decide where they are going and how they will get there. We are committed to growing with our clients and ensuring they are in a stronger position year after year.
Businesses and Enterprise
We partner with businesses, both start-up and established, across a range of industries to help them to achieve their commercial objectives through:
- Choosing the right structure
- Taxation planning
- Systems review and implementation
- Valuations and consulting
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Professionals
Doctors, lawyers, engineers, valuers and other practising professionals face a range of unique challenges and increased risk. We help our professional clients create and protect wealth through:
- Asset protection awareness
- Taxation planning
- Superannuation planning
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Private Clients
You have worked hard to create financial security for your family. We help you to maximise and protect it through:
- Ensuring optimal structuring
- Unwinding unnecessary entities
- SMSF management and planning
- Tax effective Estate Planning
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International
We work with many cross-border businesses, both inbound into Australia and outbound to other countries around the globe. We specialise in:
- Back office support
- Outsourced financial functions
- Cross-border taxation issues
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