Epping RSL Veterans Expo · Retired & medically discharged veterans

Your service is done.
Your tax should be right.

Specialist tax help for retired and medically discharged veterans, and anyone receiving military super, DVA compensation, lump sums or backdated payments.

BOOK YOUR DEFENCETAX CONSULTATION SEE HOW WE HELP
  • Military super & DVA payments
  • Lump sums & arrears
  • 51 years’ tax experience
Three older Australian veterans wearing service medals at a war memorial garden

EPPING RSL VETERANS EXPO – WELCOME ABOARD

Initial specialist taxation consultation: $110

Any additional taxation work, amendments or complex assessments are quoted separately before we start.

An older veteran couple reviewing their payment statements with an accountant at home

Veteran tax specialists

When your income comes from more than one place

We have experience with complex veteran taxation matters, including lump sums, arrears and ongoing income stream payments.

Military super, compensation and backdated payments are often taxed differently from each other. We look at each payment, the years it relates to and your entitlements before preparing or amending a return.

How we help

Specialist taxation services for retired and medically discharged veterans

  • DFRDB, DFRB, MSBS and ADF Super taxation matters, where applicableHow your military super pension or income stream is taxed, including its taxed and tax-free parts.
  • Lump-sum payments and military superannuation income streamsCommutations, lump sums and ongoing pension payments reported correctly in your return.
  • DVA compensation and disability-related payment taxationWhich DVA and compensation payments are taxable and which are tax-free.
  • Taxation of arrears and potential lump-sum tax offsetsBackdated payments checked so arrears are not taxed as if all earned this year.
  • Lump Sum in Arrears (LSIA) tax offset reviewsChecking whether the LSIA offset applies to back-payments that relate to earlier years.
  • Medicare levy exemptions and reductions, subject to eligibilityReviewing whether your entitlements allow a full or partial Medicare levy exemption.
  • Previous-year taxation reviews and possible amendmentsLooking back over earlier returns and amending them where the evidence and time limits allow.
  • Complex taxation assessments involving multiple income streamsSuper, DVA payments, work income and investments brought together in one accurate return.
Every situation is different. Tax treatment depends on the type of payment, the years it relates to and your circumstances, so we confirm eligibility before advising on any offset, exemption or amendment.

Easy to get started

Three steps to your veteran tax review

  1. STEP 01Send an enquiryTell us what you receive and what you would like checked.
  2. STEP 02Your consultationWe go through your payments and explain the records to bring.
  3. STEP 03A clear quoteAny returns, amendments or complex work are quoted before we start.

DefenceTax · Epping RSL Veterans Expo

Book your DefenceTax consultation

Send your details and we will call to confirm your $110 initial specialist consultation. Additional work is quoted separately.

Prefer to talk? Call 0418 327 096.

A retired Army veteran in a slouch hat and medals at a commemoration service Veterans sharing coffee and a laugh on an RSL club veranda A veteran wearing service medals with family and friends at a commemoration

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