Business Details
Trusted Brisbane Accountants & Tax Advisors
Liberty Wealth Group is a CPA accounting firm dedicated to helping individuals and businesses achieve financial freedom through strategic tax planning, investment advice, and business mentoring. With offices in Mt Ommaney and Forest Lake, our team of qualified professionals combines extensive experience with modern technology to deliver high-quality, cost-effective services. We specialize in tax compliance, asset protection, property investment strategies, and financial planning, ensuring clients minimize tax obligations while maximizing wealth. Our commitment to confidentiality, ongoing education, and client-centric solutions sets us apart in the industry.
Services
Tax Returns
Financial Planning
Business Structuring
Bookkeeping
Property Investment
Tax Depreciation
Estate Planning
Mortgage Broking
New Business Registrations
Asset Protection
Highlights and features
- We are CPA Qualified Accountants with over 15 years of experience.
- We offer 24/7 personalized customer support.
- Our Fee From Refund option allows tax lodgment with no upfront fee.
- We automate bookkeeping to save you time and money.
- We provide a complimentary financial assessment for new clients.
Associations and certifications
- CPA Australia
- Registered Tax Agents
What people say
Knowledge and professionalism
Best return possible
Services
Tax Returns
Liberty Wealth Group specializes in preparing and lodging individual and business tax returns. Our CPA-qualified accountants ensure compliance with tax laws while maximizing refunds through comprehensive checklists and electronic lodgment. We handle overdue returns and offer Fee From Refund options for no upfront costs.
Financial Planning
Our financial planning services focus on building long-term wealth through strategic investment advice, retirement planning, and risk management. We assess individual circumstances to create tailored plans that include property investments, superannuation, and tax-effective structures for sustainable financial growth.
Business Structuring
We advise on optimal business structures including sole trader, partnership, company, and trust models. Our guidance covers tax implications, asset protection, and compliance requirements to ensure businesses start on a solid foundation while minimizing future liabilities and administrative burdens.
Bookkeeping
Liberty Wealth Group offers automated bookkeeping solutions using Xero software to streamline financial processes. Our services include BAS lodgment, payroll management, and real-time financial reporting, ensuring businesses maintain accurate records without the need for year-end corrections.
Property Investment
As property investment specialists, we provide end-to-end advice on purchasing, structuring, and managing investment properties. Our services include tax depreciation schedules, cash flow analysis, and asset protection strategies to maximize returns while minimizing tax liabilities through legal deductions.
People
Adam Hannant
Director
Adam Hannant is a CPA with over 15 years of experience in accounting and business advisory. He has worked with major firms like PricewaterhouseCoopers and BDO Kendalls, offering expertise in auditing, risk management, and strategic planning. Adam is dedicated to helping small businesses and individuals achieve financial success.
Michael Hannant
Accountant
Michael Hannant is a skilled accountant with experience in financial management for not-for-profit organizations. Fluent in Spanish, he brings international perspective to his work and specializes in bookkeeping automation and marketing strategies for small businesses.
Questions
Do I need to lodge a tax return?
Check ATO guidelines to determine if you must lodge a tax return based on income, residency status, and other factors.
Can I claim vehicle expenses for transporting tools?
You may claim deductions for transporting bulky tools if you meet ATO requirements, including record-keeping obligations.
What tax deductions apply to investment properties?
Claim depreciation, interest, and operating expenses for investment properties with guidance from our specialists.
How does Fee From Refund work?
We lodge tax returns with no upfront fee, deducting our charges directly from your refund upon processing.
What business structure should I choose?
We analyze your circumstances to recommend optimal structures balancing tax efficiency, asset protection, and compliance.