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Accounting & Tax Advisory,

Backed by Investment Expertise

Tax & Accounting Services

Baker Young provides tailored tax and accounting services for high net worth individuals, family groups, and corporate clients. Our approach goes beyond annual compliance — we deliver year-round advisory that is proactive, strategic, and built around your complete financial position.

As part of the Capital Haus group, our accounting team works in close collaboration with investment advisers, analysts, and portfolio managers. This means your tax strategy is never developed in isolation. Whether it’s managing capital gains across an active share portfolio, structuring family wealth through trusts and entities, or planning for retirement through your SMSF, we bring financial intelligence that standalone accounting firms simply cannot match.

Our Accounting
Services

  • Strategic tax planning for individuals and entities
  • SMSF accounting, compliance, and audit coordination
  • Portfolio tax management and CGT scheduling
  • Business accounting, BAS lodgement, and financial reporting
  • Virtual CFO services and financial oversight

Why Choose Baker Young Accounting

The precision of a specialist accounting firm combined with the market intelligence of a full-service investment house. Trusted advice built on decades of experience.

01

Investment-Integrated Advice

Your accountant sits alongside investment advisers and analysts — not in a separate building. This means your tax strategy reflects your actual portfolio activity, not last year’s numbers.

02

Senior-Led Service

Every client engagement is managed by experienced professionals who know your affairs in detail. You won’t be passed to a junior or left waiting for answers.

03

Year-Round Partnership

We don’t just appear at tax time. Our team works with you throughout the year — identifying opportunities, managing risks, and keeping your financial position optimised.

How We Support You

Proactive tax 
planning 
SMSF 
administration
Business 
advisory
Compliance & 
reporting

Ready to Take Control of Your Financial Position

Your journey begins with a conversation about your goals, your structures, and where you want to be. We handle the rest with precision and care.

Frequently Asked Questions

What accounting services does Baker Young offer?

We provide a full range of tax and accounting services including strategic tax planning, SMSF administration and compliance, business accounting and BAS lodgement, portfolio tax management, virtual CFO services, and financial reporting for individuals, trusts, companies, and partnerships.

How is Baker Young different from a traditional accounting firm?

Baker Young’s accounting team operates within a full-service investment house. This means your accountant has direct visibility of your portfolio activity, market conditions, and wealth strategy — allowing us to deliver tax advice that is genuinely integrated with your investment decisions, not siloed from them.

Do you handle SMSF compliance?

Yes. We provide end-to-end SMSF administration including annual financial statements, fund tax returns, audit coordination, member reporting, and compliance with the Superannuation Industry (Supervision) Act 1993. Our team works closely with your investment adviser to ensure your fund’s strategy and regulatory obligations are fully aligned.

Can you help with capital gains tax on share portfolios?

Absolutely. We specialise in portfolio tax management for active investors — including CGT event tracking, discount method and indexation analysis, franking credit optimisation, and strategic timing of disposals. Because we operate within an investment firm, we can coordinate tax outcomes alongside trading decisions.

What does the Virtual CFO service include?

Our Virtual CFO offering provides CFO-level financial leadership on a flexible basis — including cash flow forecasting, budgeting, management reporting, performance monitoring, and strategic advisory. It’s designed for business owners and high net worth clients who need ongoing financial oversight without the cost of a full-time hire.

Contact Us

Speak with our accounting team for trusted financial guidance today.