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Federal
Corporate Commonwealth Entity
Defence and National Security

Australian Military Forces Relief Trust Fund

Portfolio: Defence

http://armyrtf.com.au

Annual Budget

$1M

2026-27 Budget (Budget Paper No. 4)
Flat vs prior year
Total Revenue

$3M

2024-25 Total Revenue
Staff

5

Headcount (2024-25)
Ideas relevant to this department

8 tagged

Reform proposals on YourGov that name this department as a delivery partner — drawn from citizen voice, government strategy, research, international examples and gap analysis.

STRATEGY SUMMARY

To provide benefits through loans and grants that contribute to the welfare of soldiers of the Australian Army, in particular soldiers who have served in the Australian Army and for the dependants of these members. [CP p. 2]

PURPOSE

To provide benefits through loans and grants that contribute to the welfare of soldiers of the Australian Army, in particular soldiers who have served in the Australian Army and for the dependants of these members. [CP p. 2]

Corporate Plan 2025-26 · p.2

Strategic priorities

· 3

1

Loans—the provision of loans up to $6,000 to soldiers of the Australian Regular Army and Army Reserve SERVOP C who requi

Loans—the provision of loans up to $6,000 to soldiers of the Australian Regular Army and Army Reserve SERVOP C who require financial assistance, and who have completed Initial Employment Training or have a minimum of 12 months continuous full-time service and are 18 years of age or above.

Corporate Plan 2025-26 · p.2
2

Hardship and Special Payments—the provision of special payments up to $2,500 to former soldiers or dependants of soldier

Hardship and Special Payments—the provision of special payments up to $2,500 to former soldiers or dependants of soldiers who are suffering financial hardship; that is, in a situation where someone does not have sufficient personal financial resources to be able to provide the basic living requirements, including items such as accommodation, transport, legal and medical expenses.

Corporate Plan 2025-26 · p.2
3

Financial management and investment—the provision of sound financial management and investment practice to ensure there

Financial management and investment—the provision of sound financial management and investment practice to ensure there is sufficient capital to meet the operational goals and to ensure the entity grows and remains relevant to the needs of our soldiers.

Corporate Plan 2025-26 · p.2

Outcomes

· 2

Outcome 1: Financial Assistance to Army Members

Provide financial assistance to members of the Army through the provision of low cost and affordable loans.

KEY ACTIVITIES

  • Providing loans up to $6,000
  • Providing special hardship payments up to $2,500

Outcome 2: Financial Management and Investment

Apply prudent financial management and investment practices in accordance with the PGPA Act, Services Trust Fund Act 1947, other relevant legislative rules and accounting standards.

KEY ACTIVITIES

  • Achieving a positive profit outcome
  • Complying with corporate governance and legislative requirements

Values

· 3

Sound financial management

Investment practices

Compliance with governance and legislative requirements

Performance measures

· 4

CodeMeasureTarget 2025-26Latest resultStatus

CCE01

Net cost of services

Less than $695,632

Corporate Plan 2025-26

$695,632

Annual Report 2024-25
Met

CCE02

Total expenses

Less than $718,751

Corporate Plan 2025-26

$718,751

Annual Report 2024-25
Met

CCE03

Own-source revenue

At least $808,398

Corporate Plan 2025-26

$808,398

Annual Report 2024-25
Met

CCE04

Net increase in cash held

At least $172,174

Corporate Plan 2025-26

$172,174

Annual Report 2024-25
Met

Ideas distilled from this entity's strategy & evidence

· 8

Citizen Participation

Expand networking with industry leaders

Increase networking efforts to secure more donations from Australian captains of industry.

Impact: Medium
Effort: Medium
Medium

2024-25-AMFRTF-Annual-Report-FSs-fully-signed-.pdf [AR p.10]

Regulation & Policy

Adopt UK's Military Welfare Grants model

Implement a special hardship grants program similar to the UK's Military Welfare Grants to provide financial assistance to those in necessitous circumstances.

Impact: High
Effort: High
Large

association-worldbank.org-governance.txt

Citizen Services

Automate loan approval process

Automate the loan approval process to reduce processing time and increase efficiency.

Impact: Medium
Effort: Medium
Medium

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.3]

Data & Performance

Create financial health dashboard

Build a public dashboard showing weekly active-compliance-monitoring counts by EPBC Act decision class.

Impact: High
Effort: Low
Small

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.4]

Procurement & Delivery

Develop fund growth strategy

Create a detailed strategy for growing the Trust’s funds available to soldiers of the Australian Army.

Impact: High
Effort: High
Large

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.5]

Risk & Assurance

Revise bad debt policy

Revise the bad debt write-off policy to ensure it is less than 1% of yearly debtors’ control.

Impact: Medium
Effort: Low
Small

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.4]

Risk & Assurance

Adopt Singapore's transparent audit model

Adopt Singapore’s transparent audit model to improve financial reporting and accountability.

Impact: High
Effort: High
Large

consulting-deloitte.com-government-public.txt

Procurement & Delivery

Enhance investment strategy

Enhance the investment strategy to ensure a minimum $1.5 million is invested in diverse and low-risk term deposits.

Impact: High
Effort: High
Large

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.4]

Citizen Participation

Expand networking with industry leaders

Increase networking efforts to secure more donations from Australian captains of industry.

Impact: Medium
Effort: Medium
Medium

2024-25-AMFRTF-Annual-Report-FSs-fully-signed-.pdf [AR p.10]

Regulation & Policy

Adopt UK's Military Welfare Grants model

Implement a special hardship grants program similar to the UK's Military Welfare Grants to provide financial assistance to those in necessitous circumstances.

Impact: High
Effort: High
Large

association-worldbank.org-governance.txt

Citizen Services

Automate loan approval process

Automate the loan approval process to reduce processing time and increase efficiency.

Impact: Medium
Effort: Medium
Medium

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.3]

Data & Performance

Create financial health dashboard

Build a public dashboard showing weekly active-compliance-monitoring counts by EPBC Act decision class.

Impact: High
Effort: Low
Small

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.4]

Procurement & Delivery

Develop fund growth strategy

Create a detailed strategy for growing the Trust’s funds available to soldiers of the Australian Army.

Impact: High
Effort: High
Large

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.5]

Risk & Assurance

Revise bad debt policy

Revise the bad debt write-off policy to ensure it is less than 1% of yearly debtors’ control.

Impact: Medium
Effort: Low
Small

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.4]

Risk & Assurance

Adopt Singapore's transparent audit model

Adopt Singapore’s transparent audit model to improve financial reporting and accountability.

Impact: High
Effort: High
Large

consulting-deloitte.com-government-public.txt

Procurement & Delivery

Enhance investment strategy

Enhance the investment strategy to ensure a minimum $1.5 million is invested in diverse and low-risk term deposits.

Impact: High
Effort: High
Large

AMFRTF-Corporate-Plan-2025-26-1.pdf [CP p.4]

Legislation administered

· 2

Act

1947

Services Trust Funds Act 1947

The entity administers the fund providing benefits for members of the Defence Forces who have served in, or in association with, the Australian Army and to the dependants of such members.

Act

2013

Public Governance, Performance and Accountability Act 2013

The entity complies with reporting and governance requirements under this act.

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