CPA Accountants & Registered Tax Agents
Build, Protect & Grow With Trusted Brisbane Accountants
We will lead you to financial freedom to pursue your life’s goals, with tax, bookkeeping, financial advice and finance under one roof in Mt Ommaney and Forest Lake.
About Liberty Wealth Group
Designed for Brisbane Families and Businesses Who Value Financial Security
Liberty Wealth Group is a CPA accounting practice helping individuals, families and small to medium businesses build and protect their wealth. Our degree-qualified accountants and registered tax agents look after your tax, your business and your investments, and every piece of work is reviewed by a CPA partner before it reaches you.
CPA
Qualified Accountants
Members of CPA Australia
Director Adam Hannant, ex PwC & BDO
Per accountant, to CPA standards
We reply to every client query
Why choose us
Why Brisbane Clients Choose Liberty Wealth
CPA-Reviewed Work
Every return is reviewed by a CPA partner before lodgement.
Fee From Refund
Lodge your individual tax return with no upfront fee.
Xero Gold Champion Partner
Fixed-price Xero bookkeeping and business packages.
Reply Within 24 Hours
We reply to every client query within 24 hours.
Complimentary Assessment
A free review of your financial affairs with our adviser.
Everything Under One Roof
Tax, bookkeeping, financial advice and finance in Mt Ommaney and Forest Lake.
Our services
Trusted Accounting& Tax Services in Brisbane
Tax Returns
Maximise your refund with registered tax agents. Every return is CPA-reviewed before electronic lodgement, including late or overdue returns.
BAS & Bookkeeping
Dedicated in-house bookkeepers handle your BAS, reconciliations and reporting, so you have more time to run your business.
Financial Advice
Build wealth and protect assets with advice on super, SMSFs, retirement, insurance and investing, starting with a free assessment.
Business Structures
Sole trader, partnership, company or trust: the right structure for tax and asset protection, with registrations done right first time.
Accreditations
Accredited & Trusted
CPA accountants and registered tax agents, with a partner holding a CPA Australia Public Practice Certificate reviewing all work. Recognised Xero Gold Champion Partner and Certified Advisor.
[CPA Australia]
[Xero Gold Champion Partner]
[Xero Certified Advisor]
[MYOB Partner]
[Tax Practitioners Board]
Our aim is simple
Minimise Tax, Maximise Profit, Build Wealth and Protect Your Assets
Careful planning and clear advice across every part of your financial life, from your first investment property to passing on your estate.
Property Investment
Structures, depreciation schedules, budgets and PAYG withholding variations.
Estate Planning
Wills, powers of attorney, testamentary trusts and business succession.
Superannuation & SMSF
Super strategy, SMSFs, salary sacrificing and transition to retirement.
Finance & Home Loans
Buy or refinance, plus business asset and personal loans.
Financial Statements
For sole traders, partnerships, trusts and companies.
Late & Overdue Returns
Get back on track with the ATO, without the stress.
How we help
Building a Strong Financial Position
We look for every lawful opportunity to keep your tax to the minimum and your refund to the maximum, with registered tax agents, a comprehensive deductions checklist and CPA review before every lodgement.
- Individual & business returns
- Fee from refund available
- Late & overdue returns
- Electronic ATO lodgement
From choosing the right structure to growing sales and profit, we help small to medium businesses set up correctly and stay on top of their numbers with cloud accounting.
- Structures & registrations
- Xero setup & packages
- Financial statements
- Growth & profit advice
Start with a complimentary assessment of your financial affairs. Our advisers help you build wealth through super, investment and insurance strategies that are reviewed as your goals change.
- Superannuation & SMSFs
- Transition to retirement
- Insurance review
- Negative gearing strategy
A complete estate plan preserves your wealth and passes it to the people you choose, combining tax-effective structures with the right documents and succession plans.
- Wills & powers of attorney
- Super beneficiary nominations
- Testamentary trusts
- Business succession
Latest news & tax tips
Tax Tips and Updates for Brisbane Taxpayers
FAQs
Frequently Asked Questions
Quick answers about our Brisbane accounting, tax and advice services. Can’t see your question? Call (07) 3879 7967.
Contact us
Get in Touch With Our Team
Tell us a little about what you need and we’ll respond within 24 hours. Prefer to talk? Call (07) 3879 7967.
Your details are kept secure and never shared or sold.
