ADF / DEFENCE SERVICES

Please contact us to make an appointment to discuss your tax affairs.

Managing tax affairs can sometimes prove challenging for Defence families.  Regular posting cycles can mean that it is more difficult to stay on top of records or to establish a long-term, trusting relationship with an accountant or tax agent.  As a Defence family ourselves, we take a special interest in helping the Defence community and families with their tax affairs.

We can help you with:

• Tax Return Preparation
  
• Tax Planning Advice
  
• Salary Sacrificing Advice
  
• Investment Property Advice
  
• Overseas Lateral Transfer Advice
  
• Foreign Posting Advice
  

Benefits of working with us include:

• Streamlined, paperless tax return service - we can help you keep on top of your affairs no matter where you are posted in Australia or overseas, and you can sign your tax return electronically.
  
  
• Deep understanding of Defence tax and financial benefits - we understand how the tax system impacts members, what can and can't be claimed for tax purposes and how Defence financial benefits work.
  
  
• Fee discount - we offer a 10% fee discount to Defence members and their families.

​​We recently published an article in The Top Ender Magazine, giving our Top 10 tips for Defence tax: