Member Tax Helpline Service

Helpline Service

We are delighted to announce the Institute of Financial Professionals Australia’s (IFPA) partnership with Coleman Greig, a legal firm based in Sydney, who is known for its expertise in commercial taxation advice.

Coleman Greig are assisting both our Member Tax Helpline Service, and our Tax Australia consulting services.

Why Coleman Greig?

Coleman Greig has a team of highly skilled tax lawyers within their Commercial Taxation Advice division, with a wealth of experience in providing comprehensive tax advice and solutions. Their expertise aligns perfectly with our mission to provide our members with exceptional support and guidance on tax-related matters.

What This Means for You

• Enhanced Tax Helpline Service: Access to Coleman Greig’s tax specialists through our Member Helpline Service, offering you general tax advice and support.
  
  
• Tax Australia Consulting: Direct access to formal, written tax advice from Coleman Greig’s leading tax consultants, tailored to your needs.

How It Works

• Member Helpline Service: For general tax questions, you can continue to contact our Member Helpline as usual. Your queries will be directed to Coleman Greig’s specialists for prompt and professional advice.
  
  
• Tax Australia: Should you require formal, written advice, please email [email protected] and Coleman Greig will be able to offer you a quote, and provide their advice at a highly competitive quote for members.

Looking Forward

This partnership represents a strategic enhancement of our member services, providing you with direct access to leading tax professionals and ensuring that your tax-related needs are met with the utmost efficiency and expertise.

You can find further information on Coleman Greig at their website www.colemangreig.com.au

We are confident that this collaboration will bring great value to all members, reinforcing our commitment to your professional growth and success. As always, we are here to support you in every step of your professional journey and welcome any questions or feedback regarding this new partnership.

Please feel free to reach out to our member services team on (03) 8851 4555 should you have any questions or require further information.

Unlimited Tax and Super Support – Whenever You Need It

Membership with the Institute of Financial Professionals Australia (IFPA) includes access to our specialist helpline for tax and superannuation queries.

• Professional Members receive five complimentary calls each year to consult with our expert team.
• Platinum Members enjoy unlimited access, ensuring they can resolve issues quickly, reduce risk, and focus on their clients.

If your work involves frequent tax or super matters, upgrading to Platinum Membership ensures you will never need to count calls or hold back from seeking guidance.

Non - Members

$175.00 (inc GST) Per Call

Register or login to your account. 

IFPA Members

Credits included in your membership

Login to your IFPA member account to lodge your helpline request

If you have questions, please call Members Services at (03) 8851 4555 from 9am – 5pm (AEST). Monday to Friday (excl. Public Holidays)