David began his career at Baumgartners in 1998 in a part-time capacity whilst still studying at university. Some 19 years later he has established himself as a leader in the provision of SMSF audit services as Director of Baumgartner Super.
Originally working as a member of the Baumgartners accounting business, David’s interest in SMSFs drove him to establish with David Baumgartner, a specialist SMSF unit. Since that time David has headed what is now known as Baumgartner Super, a business which currently employs a dedicated team of 14.
Baumgartner Super’s rapid expansion has created it a profile within the industry that has enabled David the opportunity to present on SMSF audits to members of both the Taxation Institute of Australia and the National Tax and Accountants’ Association across Australia. More specifically, as co-presenter of the NTAA’s Super Basics seminar series, David has prepared and delivered more than 20 seminars to thousands of accountants.
His expertise in the area was also recognized through his position on the Australian Taxation Office’s SCC Approved Auditors Working Group which played an important role assisting the ATO and ASIC with the approved SMSF auditor registration process and the ongoing regulation of auditors.
David enjoys working with fellow accounting professionals across Australia and assisting them with their superannuation compliance issues. Most of all, David loves leading the fantastic team at Baumgartner Super as they deliver a service to their clients of which he is very proud.

.
Qualifications and memberships
- Bachelor of Commerce
- Associate of Chartered Accountants Australia and New Zealand
- CA SMSF Specialist
- Registered SMSF Auditor
- SMSF Association Specialist Auditor®
Recent articles & stories
-
Regulation 8.02B is now reportable
Regulation 8.02B of the Superannuation Industry (Supervision) Regulations 1994 (SISR) requires the assets of a fund to be reported at their market value in the Statement of Financial Position.
-
Investment strategies - in the spotlight in 2019!
The poor old investment strategy has for far too long been a document largely disrespected by SMSF trustees and their advisers but that attitude needs to change.
-
An auditor’s perspective on the new superannuation legislation
Sometimes I count myself lucky that as an auditor I am not at the forefront of providing advice to SMSF trustees. I am therefore fortunate that I don't have to immediately be across the biggest changes our industry has seen since 2007
-
In-house asset - section 83 says “acquire”
An issue that we have had cause to explore over the last few months is what happens under the Superannuation Industry (Supervision) Act 1993 (SISA) when an asset of the fund becomes an in-house asset at a point after it was acquired.
-
The ATO’s new standard audit report released
The Australian Taxation Office have released their standard audit report for the year ended 30 June 2014 (NAT 11466) and interestingly there are no new sections or regulations of the Superannuation Industry (Supervision) Act 1993 for the auditor to review.
-
Baumgartner Super at the NTAA’s Tax Hot Spots
For the first time in a couple of years, we attended the NTAA’s Hot Spot Seminars around Australia in an exhibitor capacity.
-
The Third Annual SMSF Service Provider Awards
Baumgartner Super had the honour of being nominated as a finalist in the category of “Audit Provider of the Year” at this year's third annual SMSF Service Provider Awards.
-
Valuation of property
By far the greatest number of enquiries I am currently receiving about SMSF audits for the year ending 30 June 2017 are in relation to the valuation of assets.
-
A pension must be a series of payments
As we approach the end of the financial year, trustees and advisers will be turning their attention to those SMSFs that are in pension phase to ensure they meet their minimum pension payments for the 2016 financial year.
-
Baumgartner Super at the NTAA’s Super Schools
We’re excited to announce that Baumgartner Super will again have a presence at the National Tax and Accountants’ Association’s Super Schools seminars that are running between September and October.



