Get a plan to build long term wealth

Book Appointment

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. 

What To Expect

From Booking to Tax Plan

Step 01
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 02
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 03
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 04
Walk Away With a Plan

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

Step 05
Ongoing Advice and 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.

Why Book with Umbrella Property Accountants?

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.

Second Opinion

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

Tailored Strategy

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

Proper Structure

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

Quick Solutions

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

Unbiased Advice

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

Testimonials

What Our Clients Say

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