Prices for Tax Season
Individual Property Tax Returns
The Principal, Garry Wolnarek, prepares all individual property tax returns. Garry sees every tax return as an opportunity to provide advice based on his 25+ years of working with property clients across many property cycles and varying wealth strategies.
| Tax Returns | |
|---|---|
|
Individual Tax Returns |
From $286 each |
|
Motor Vehicle Log Book Claims |
$99 each |
|
Rental Property Schedule |
$253 each |
|
Rental Property Capital Gains Calculation |
From $440 each |
| Fee Example | |
|---|---|
|
Mum and Dad’s tax returns with two rental properties |
|
|
Individual Tax Returns x 2 |
$572 |
|
Rental Properties Schedules x 2 Properties |
$506 |
|
Total |
$1078 |
Trust Property Tax Returns
| First Year Setup | |
|---|---|
|
Set up Property Trust with Corporate Trustee, ABN, TFN, Director ID, Minutes, Resolutions Consideration of appropriate Trustees, Settlor, Beneficiaries, Appointors |
|
|
One-off Setup Fee (per Trust) |
$3,850 |
|
Additional beneficiary bucket company (if and when required) |
$1,650 |
| Tax Returns & Financial Statements | |
|---|---|
|
Financial Statements, Beneficiaries |
|
|
One-off Setup Fee (per Trust) |
$880 |
|
New Trust Setups and Rollover for the Previous Accountant’s Existing Trusts after that and in the following years (per Trust p.a.) |
$1,540 |
|
plus $550 per additional Property per trust p.a., plus $330 Setup first year only |
|
| Accountants Bank Letters | |
|---|---|
|
Simple letter |
From $330 |
|
Complex Letter |
From $550 |
SMSF – Property Tax Returns & Compliance Advice
Why more Australians are turning to SMSFs
In recent years, a growing number of Australians have chosen to take greater control of their superannuation through Self-Managed Superannuation Funds (SMSFs). The appeal is clear: flexibility, transparency, and the ability to build wealth on your own terms. Whether you’re looking to invest in property, diversify across asset classes, or implement tailored tax strategies, an SMSF puts you in the driver’s seat of your retirement planning.
The key differences from traditional industry superannuation
Control – You make all investment decisions directly.
Flexibility – Choose from property, shares, cash, and managed funds.
Transparency – See precisely where your money is invested at all times.
Tax Strategy – Tailor your approach to optimise long-term outcomes
We provide:
- SMSF Setup & Rollover from existing industry super funds
- Property Bare Trust
- Annual Financials, Member Statements & Tax Returns
- Liaise with an SMSF Auditor
| Tax Returns & Financial Statements | |
|---|---|
|
New SMSF Setups and Rollover |
$3,980 |
|
New SMSF Bare Trust & Property Contract Support |
$3,980 |
|
Annual Tax Returns, Compliance |
From $3,300 |
|
Annual Audit Report |
$550 |
Fast Property Tax Advice for Investors, flippers or developers
Property Advice That Helps You Build, Protect, and Pass On Wealth
Property decisions carry significant tax, structuring, and long-term financial consequences — yet most buyers, investors, and business owners make them without the strategic guidance they genuinely need.
At Umbrella Property Accountants, we help individuals and businesses make confident, informed property choices by combining tax expertise, innovative structuring, and forward-looking estate planning. Whether you’re buying your first investment, managing a growing portfolio, planning a development, or protecting assets for future generations, we provide clear, practical advice tailored to your goals.
Questions We Can Help You Answer About Property
- What is the best ownership structure (individual, company, trust, SMSF) for buying my next property to minimise tax and protect assets?
- How do I compare the tax outcomes between holding property personally, jointly, in a trust, or through my business?
- What upfront and ongoing tax implications should I understand before buying an investment property or development site?
- How can I use negative gearing, depreciation, and capital works deductions to legally reduce my tax bill?
- What is the most tax-effective strategy for managing multiple properties, including loans, interest deductibility, and cash flow planning?
- How do I plan ahead for Capital Gains Tax (CGT) when selling, subdividing, developing, or transferring property?
- What strategies can I use to transition property wealth to the next generation — including wills, trusts, and estate planning structures — while minimising tax?
- How can I legitimately move a property between entities or family members without triggering unnecessary tax liabilities?
- What are the GST considerations when developing, subdividing, flipping, or selling property through a business or entity?
- How do I build a long-term property strategy that integrates tax planning, asset protection, estate planning, and retirement goals?
Fast-targeted property & tax advice from $498*
Ongoing work, pricing on application.
*The initial verbal advice is for general information purposes only. It is not intended as legal, financial, investment advice, or property tax advice and should not be construed or relied on as such. Before making any commitment of a legal or financial nature, you should seek to engage Umbrella Accountants to provide a detailed written Property Tax Advice Report.
NDIS & SDA Property GST & Tax Advice
National Disability Insurance Scheme – Specialist Disability Accommodation (NDIS – SDA)
Tax Advice on the NDIS / SDA investment properties, how to set up the various tax structure, unique GST opportunities, and ongoing accounting and tax compliance provided.
Prices on application
