Personal Tax

Full-service tax advice for families and individuals

Lead Contact

Glenn Brewster

Partner

Tax represents a significant and unavoidable expenditure. Optimising your personal tax position can be a challenging and onerous prospect, particularly with the Australian Tax Office (‘ATO’) placing a high level of scrutiny on high net-worth private groups and families.

The right tax advice and astute planning can represent significant savings when managed properly. At Baumgartners, we have a team of highly experienced and qualified Chartered Tax Advisors, Chartered Accountants and Certified Practising Accountants who can help you with all aspects of personal tax. We handle all aspects of private tax, from straight forward tax returns and compliance through to managing your philanthropic objectives or a review by the ATO. We work with a broad range of private clients on their personal and family tax including wealthy family groups, investors, entrepreneurs, company directors, lawyers and other professionals, and foreign individuals with Australian interests,

We invest heavily in training and regularly engage with tax thought leaders across a variety of areas, so all our tax advisors can stay at the cutting edge of personal and family tax. Our philosophy is one of continuous improvement.

Trusted relationships with our private clients

When you work with Baumgartners, you will get a more personal and relationship-focused service. Our focus is on building trusted relationships with our clients so we can take a holistic approach to your personal and family’s tax management. We take the time to understand your current position, as well as your short and long-term objectives, with a view to anticipating issues and minimising the tax burden.

Our advice is clear, concise and solution focused. You will not be ‘just a number’ when working with Baumgartners.

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