
Lee Duffield
Tax Accountant

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About me
General Manager at All In Advisory | FCA | Masters of Applied Taxation
Education

Sacred Heart College Senior
2001 - 2003High School
Ceduna Area School
1991 - 1997Primary School Primary School
Australian Institute of Company Directors
2024 - 2025Company Directors Course Business Administration and Management, General
Chartered Accountants Australia and New Zealand
2011 - 2012Graduate Diploma Chartered Accounting
University of New South Wales
2014 - 2015Master's Degree Applied Taxation WAM 70.25Subjects completed: Taxation of Trusts, Taxation of Capital Gains, Taxation of Corporations and Consolidations and Group Structures.

University of South Australia
2004 - 2010Bachelor of Commerce (B.Com.) Accounting
Experience

Phill Stevens & Associates
Jan 2006 - Sept 2009Tax Accountant
Gibson & Partners Chartered Accountants
Sept 2009 - Jul 2012Tax Accountant
CMS Private Advisory
Jul 2012 - Oct 2018I manage a team of employees and a client base consisting of small to large sized businesses, specialising in the tourism and hospitality industries. I provide services in the following areas:• Business advisory• Accounts preparation and financial analysis• Superannuation and self managed superannuation funds• Succession planning• Family business issues• Taxation planning and compliance• Implementation and use of cloud technologies for accounting solutions (including but not limited to Xero, Fathom, Vend, Kounta, Receipt Bank and Deputy)• Transactional services for business (bookkeeping and payroll processing) Show less I work in business services and tax advisory, specialising in the automotive industry and hospitality industry, providing services in the following areas:• Business advisory• Accounts preparation and financial analysis• Superannuation and self managed superannuation funds• Succession planning• Family business issues• Taxation planning and compliance• Implementation and use of cloud technologies for accounting solutions (including but not limited to Xero, Fathom, Vend, Kounta, Receipt Bank and Deputy)• Transactional services for business (bookkeeping and payroll processing) Show less
Senior Manager
Jul 2016 - Oct 2018Senior Accountant
Jul 2012 - Jun 2016

All In Advisory
Oct 2018 - nowGeneral Manager
Licenses & Certifications

Kounta Certified Advisor
KountaApr 2017- View certificate

Fellow Member
The Tax InstituteApr 2022 
Receipt Bank and Xero Advanced Techniques
Receipt BankSept 2015
Xero Certified Advisor
XeroNov 2014
Xero Payroll Certified
XeroApr 2017
Honors & Awards
- Awarded to Lee Duffield2020 Future Leader Chartered accountants Australian and New Zealand Dec 2020 https://www.acuitymag.com/people/2020-future-leaders
- Awarded to Lee DuffieldWinner Accountant of The Year 2018 Women in Finance Awards Sep 2018
- Awarded to Lee DuffieldFinalist Young Accountant of the Year 2017 Australian Accounting Awards Apr 2017
- Awarded to Lee DuffieldMerit Award - Taxation Chartered Accountants Australia and New Zealand Dec 2011 Finished with a grade that placed me in the top 10% of the country for the Taxation Module.
- Awarded to Lee DuffieldUniversity Merit Award University of South Australia Dec 2010 Obtained a program grade point average that placed me in the top 15% of all students for study undertaken in that program at UniSA.
Volunteer Experience
Treasurer
Issued by Glengowrie Uniting Netball Club on Jan 2018
Associated with Lee DuffieldDirector
Issued by South Adelaide Football Club on Mar 2024
Associated with Lee DuffieldXero Practice Advisory Council Member
Issued by Xero on Apr 2021
Associated with Lee DuffieldMember - SA Diversity & Inclusion Advisory Panel
Issued by Chartered Accountants Australia and New Zealand on Feb 2019
Associated with Lee DuffieldTreasurer
Issued by Camden Park Community Childcare Centre on Oct 2009
Associated with Lee DuffieldTreasurer
Issued by Far West Netball Association on Jul 2008
Associated with Lee Duffield
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