Giving & Philanthropy

Private Ancillary Funds (PAFs)

A PAF is a charitable trust that is a tax effective and strategic structure to grow and manage your philanthropy.

Donations to a PAF are tax deductible and are invested in a tax-free structure. PAFs distribute earnings annually to charities of your choice in accordance with the minimum distribution requirements. This is a great way to create wealth for charities and pass on a family legacy that will have a positive impact on communities nationwide.

We partner with you:

  • Establish your Private Ancillary Funds (PAF)

  • Prepare annual financial statements and facilitate the audit

  • ACNC annual reporting

  • Tax return preparation

  • Compliance and annual distribution requirements

  • Responsible person Directorship

Maximising giving

Discretionary trusts can distribute profits directly to tax-exempt entities (E.g. churches and mission organisations). This means trading or investment trusts can give away their profits tax-free so that giving can be maximised.

We partner with you:

  • Determine whether this structure is suitable for you

  • Ensure this is permissible under your trust deed

  • Advise how this can be done in accordance with the tax legislation