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22 November 2024

Home / Public Ancillary Fund

Public Ancillary Fund

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Charitable giving and tax deductions

With impending Stage 3 tax cuts incentivising taxpayers to bring forward future tax deductions while tax rates are higher, it’s a good time to explore how to bolster your tax savings and community impact through structured giving.

Planning to make your money last forever

Most people do not spend enough time thinking about achieving the best outcomes from their estate or gifts and loans before they die. Consider a trust to look after the needs of all your descendants, forever.

Chris Cuffe on why private debt is a hidden gem

Due to its illiquidity and higher risk, private debt as an asset class will not suit all investors. But for a patient investor with a longer-term horizon, private debt funds can provide a good risk/return trade off.

The $1 billion quiet achiever in Australian philanthropy

Structuring giving using Public or Private Ancillary Funds is an attractive strategy for donors who need a tax deduction now, and the flexibility to distribute the funds to charity over time.

Maximising the impact of charitable giving

An ancillary sub-fund is a quick and inexpensive way to secure a tax deduction in advance of researching and selecting the right charities to support at tax time. Includes Chris Cuffe video.

Philanthropy is growing, but what’s the best way to give?

Investors looking to give to charitable causes before 30 June often leave little time to make the best choices to suit their philanthropic intentions, which is where an ancillary fund can assist.

Philanthropy can blend tax deductions, engagement and impact

Public or private ancillary funds are tax-effective vehicles to manage charitable giving. Not only are there immediate tax advantages, but it can set up a family for generations of giving and engagement.

Last minute tax deductions in a public ancillary fund

Although the end of the financial year is near, there is still time to establish a tax deduction in a sub-fund within a public ancillary fund – a simple philanthropic structure that allows a planned approach to charitable giving.

Planning to make your money live forever

Most people do not spend enough time thinking about achieving the best outcomes from their estate. Here's a novel idea: set up a trust to look after the medical and education needs of all your descendants. Forever.

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The nuts and bolts of family trusts

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Welcome to Firstlinks Edition 583 with weekend update

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Preserving wealth through generations is hard

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A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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