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The affiliation enables the firm to retain its full independence and identity while providing the worldwide reach and resources required by clients who need support in the global market place.

The need to broaden the scope of services available to clients involved in complex international business matters is the key driver behind Baumgartners' decision to affiliate with Alliott Group.

For the last five years, Baumgartners’ business plan had stated the need for affiliation with a national and international group of firms, but previous suitors’ approaches had been rejected due to what founder and managing partner David Baumgartner describes as “a lack of cultural alignment.”

The three-partner, 48-staff firm has grown steadily since its establishment in 1983 and now serves a client base comprising corporates, family owned enterprises and private clients with accounting, audit, tax and other financial services.

Extra credibility for the firm

"Affiliation with Alliott Group adds credibility to our presence in the marketplace and demonstrates to existing and potential clients that we have the capacity to deal with their international financial affairs. We already have need for international assistance for some of our clients who have complex trading and tax structures.” David Baumgartner, managing partner, Baumgartners

CEO of Alliott Group adds: “Baumgartners is a progressive, entrepreneurial firm that will integrate seamlessly into an association of like-minded firms that share their passion for providing service and technical excellence to small and medium sized businesses. We are delighted that Baumgartners elected to join Alliott Group over a number of our competitors. Our 2017 Worldwide Conference will be held in Australia next year and will provide an excellent opportunity for the firm to develop profile with the global membership. We continue to build a strong alliance in Australia and invite other entrepreneurial mid-market accounting and law firms to come forward."

Baumgartners is registered with Chartered Accountants Australia and New Zealand, the National Tax and Accountants Association and The Tax Institute, Australia’s leading educator and professional association in tax.

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