Business Details
Expert Property Tax & Wealth Advice in Queensland
We are a specialist accounting firm dedicated to providing expert property tax and wealth advice. With over 20 years of experience in property taxation, our team combines deep industry knowledge with a commitment to helping clients build wealth through strategic tax planning. Our services are tailored to property investors, developers, and individuals seeking unbiased advice on SMSFs, CGT, GST, and structuring.We prioritise transparency, offering fee-for-service advice without commissions or hidden fees. Our approach focuses on minimising tax liabilities, protecting assets, and creating tailored strategies that align with clients' long-term financial goals. As a trusted advisor, we act as a mediator, scorekeeper, and tax strategist, supporting clients through every stage of their property investment journey.
Services
Property Tax Returns
SMSF Property Setup
GST Margin Scheme Advice
Capital Gains Tax Planning
Property Development Structuring
Deceased Estate Tax Advice
Foreign Property Compliance
NDIS SDA Tax Strategies
Rental Property Depreciation
Tax Return Reviews
Highlights and features
- Specialist expertise in property tax, SMSFs, and development strategies
- Tailored tax planning aligned with individual investment goals
- Unbiased advice with no product commissions or hidden fees
- Over 20 years of experience navigating complex property tax scenarios
- Proactive approach to asset protection and compliance
Associations and certifications
- Institute of Public Accountants (FIPA)
- Registered Tax Agent
Services
Property Tax Returns
We prepare comprehensive property tax returns with a focus on identifying deductions and structuring opportunities. Our principal, Garry Wolnarek, leverages 25+ years of property tax experience to ensure compliance while optimising after-tax outcomes. Each return includes strategic advice on capital gains, depreciation, and ownership structures to maximise client benefits.
SMSF Property Setup
Specialist guidance for establishing SMSFs to hold property investments. We advise on borrowing arrangements, compliance requirements, and tax-effective strategies to build retirement wealth. Our services include structuring advice, trustee setup, and ongoing compliance support to ensure SMSF property investments align with retirement goals.
GST Margin Scheme Advice
Expert guidance on GST implications for property developers, including margin scheme eligibility and compliance. We help clients determine when developments constitute taxable supplies and structure transactions to minimise GST liabilities. Our advice covers both residential and commercial property projects across Queensland.
Capital Gains Tax Planning
Strategic CGT advice for property investors and developers. We analyse ownership structures, holding periods, and disposal strategies to reduce tax liabilities. Our services include pre-sale assessments, principal place of residence exemptions, and timing strategies to optimise capital gains outcomes for Queensland property owners.
Property Development Structuring
Comprehensive structuring advice for property developers using companies, trusts, or joint ventures. We assess tax implications of subdivisions, renovations, and development timelines. Our services include entity selection, profit distribution strategies, and compliance frameworks to support scalable property development operations in Queensland.
People
Garry Wolnarek
Principal Tax Agent
B.Bus (Acc) FIPA with 20+ years' experience in property taxation. Specialises in SMSFs, CGT, and development tax strategies. Provides fee-for-service advice without commissions, focusing on long-term wealth creation for property investors across Queensland.
Questions
What property tax strategies work best for Queensland investors?
We recommend strategies like the granny flat scheme, SMSF property investments, and CGT exemption planning tailored to Queensland regulations. Our advice considers ownership structures, development timelines, and compliance requirements.
How can I reduce capital gains tax on property sales?
We assess principal place of residence exemptions, ownership duration, and structuring options to minimise CGT liabilities. Our strategies include timing sales to optimise tax brackets and using trust structures where appropriate.
Do I need a property trust for Queensland investments?
Trust structures offer asset protection and tax flexibility. We help clients establish discretionary or hybrid trusts with corporate trustees, considering Queensland-specific land tax thresholds and compliance requirements.
What tax issues arise from Queensland property subdivisions?
Subdivisions may trigger CGT or ordinary income treatment. We advise on margin scheme eligibility, GST implications, and structuring to ensure subdivisions align with clients' long-term investment strategies and compliance obligations.
How does SMSF property investment work in Queensland?
We guide clients through SMSF setup, borrowing arrangements, and compliance for residential or commercial properties. Our advice ensures investments meet sole purpose tests and retirement income goals while navigating Queensland-specific regulations.
