Lee Duffield

Lee Duffield

Tax Accountant

Followers of Lee Duffield968 followers
location of Lee DuffieldAdelaide, South Australia, Australia

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  • Timeline

  • About me

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

  • Education

    • Sacred Heart College Senior

      2001 - 2003
      High School
    • Ceduna Area School

      1991 - 1997
      Primary School Primary School
    • Australian Institute of Company Directors

      2024 - 2025
      Company Directors Course Business Administration and Management, General
    • Chartered Accountants Australia and New Zealand

      2011 - 2012
      Graduate Diploma Chartered Accounting
    • University of New South Wales

      2014 - 2015
      Master's Degree Applied Taxation WAM 70.25

      Subjects completed: Taxation of Trusts, Taxation of Capital Gains, Taxation of Corporations and Consolidations and Group Structures.

    • University of South Australia

      2004 - 2010
      Bachelor of Commerce (B.Com.) Accounting
  • Experience

    • Phill Stevens & Associates

      Jan 2006 - Sept 2009
      Tax Accountant
    • Gibson & Partners Chartered Accountants

      Sept 2009 - Jul 2012
      Tax Accountant
    • CMS Private Advisory

      Jul 2012 - Oct 2018

      I 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 2018
      • Senior Accountant

        Jul 2012 - Jun 2016
    • All In Advisory

      Oct 2018 - now
      General Manager
  • Licenses & Certifications

    • Kounta Certified Advisor

      Kounta
      Apr 2017
    • Fellow Member

      The Tax Institute
      Apr 2022
      View certificate certificate
    • Receipt Bank and Xero Advanced Techniques

      Receipt Bank
      Sept 2015
    • Xero Certified Advisor

      Xero
      Nov 2014
    • Xero Payroll Certified

      Xero
      Apr 2017
  • Honors & Awards

    • Awarded to Lee Duffield
      2020 Future Leader Chartered accountants Australian and New Zealand Dec 2020 https://www.acuitymag.com/people/2020-future-leaders
    • Awarded to Lee Duffield
      Winner Accountant of The Year 2018 Women in Finance Awards Sep 2018
    • Awarded to Lee Duffield
      Finalist Young Accountant of the Year 2017 Australian Accounting Awards Apr 2017
    • Awarded to Lee Duffield
      Merit 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 Duffield
      University 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
      Glengowrie Uniting Netball ClubAssociated with Lee Duffield
    • Director

      Issued by South Adelaide Football Club on Mar 2024
      South Adelaide Football ClubAssociated with Lee Duffield
    • Xero Practice Advisory Council Member

      Issued by Xero on Apr 2021
      XeroAssociated with Lee Duffield
    • Member - SA Diversity & Inclusion Advisory Panel

      Issued by Chartered Accountants Australia and New Zealand on Feb 2019
      Chartered Accountants Australia and New ZealandAssociated with Lee Duffield
    • Treasurer

      Issued by Camden Park Community Childcare Centre on Oct 2009
      Camden Park Community Childcare CentreAssociated with Lee Duffield
    • Treasurer

      Issued by Far West Netball Association on Jul 2008
      Far West Netball AssociationAssociated with Lee Duffield