Ph: 07 304 00 304

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Get the Property Tax Advice & Tax Returns You Need

Clarity starts with a conversation, and the right advice can save you thousands. We’ll help you minimise tax, protect your assets, and structure your affairs the smart way. 

New Client & Update Form

Please use our new client and update form

 

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    What to Expect from Booking to Tax Strategy

    Step 1 - Book Your Way

    Use our simple online system below to choose a time that suits you – via Zoom, phone (07 304 00 304), Teams, or in-person at 16 Hall Rd, Narangba, Qld, 4504

    Step 2 - Share Your Context

    Please answer a few quick questions upfront so we can tailor the session to your goals, structure, and property journey. You will be prompted in our booking system. If you are a new client you will need to complete our new client form

    Step 3 - Sit Down with Garry

    Every session is led by Garry Wolnarek – our principal property tax specialist with over 30 years’ experience in CGT, SMSFs, structuring, and development strategy.

    Step 4 - Walk Away with a Plan

    You’ll leave with a clear, tailored action plan – empowering you to move forward with confidence and clarity.

    Step 5 - Ongoing Advice & Support

    If your circumstances are complex or involve multiple issues, not everything may be addressed in a single session. We’ll identify key priorities, address urgent matters, and guide you on what may need further attention in follow-up appointments.
    Book Appointment Now
    Do I need to complete the new client form if I just want property advice ONLY?

    If you want property advice only, you don’t need to complete the new client form; please go directly to book a property advice appointment further below. If you have any further queries, feel free to contact us

    Where do I update or complete the client form?

    If you are a new client or want to change your current details, please complete this form before the appointment:

    New Client & Existing Client Update Form

    Why Book with Umbrella Property Accountants?

    1. Specialist Expertise

    You want advice from an actual property tax expert, not a generalist. We live and breathe SMSFs, CGT, GST, structuring, and development tax.

    2. Second Opinion

    Already received advice but not sure it stacks up? We’ll double-check the tax angle and provide clear, strategic insight.

    3. Tailored Strategy

    No generic plans or cookie-cutter templates. We design tax strategies that match your structure, goals, and property path.

    4. Proper Structure

    Trusts, SMSFs, companies or JV agreements – we’ll help you structure your ownership right, before you buy or build.

    5. Quick Solutions

    Hit a tax roadblock? We’ll help you fix it fast and put proactive measures in place to prevent it happening again.
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    6. Unbiased Advice

    We don’t sell products or take commissions. Just clean, strategic thinking focused on protecting your outcomes.

    Get the Property Tax Advice You Need!

    Book a Strategy Session or Tax Return Appointment self-service. Clarity starts with a conversation, and the right advice can save you thousands. Whether you’re:


    Meeting Options:

    If you are a new client or want to change your current details, please complete this form before the appointment:

    If you want property advice only, you don’t need to complete the new client form; please go directly to book a property advice appointment further below. If you have any further queries

    New Client Form

    Gary Wolnarek B.Bus (Acc) FIPA Tax Agent

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