Private Ancillary Fund (Giving Fund)
Private Ancillary Fund (Giving Fund) Setup, Compliance, Management & More
A Giving Fund (formerly known as an ancillary fund or sub-fund) is a tax-effective charitable trust in Australia, often managed within a public foundation, that allows donors to invest assets and distribute grants to charities over time.
Your Investment Management Partner
Our investment management service for accountants enables you to incorporate sophisticated investment management solutions into your services. We work behind the scenes, ensuring you can offer a full spectrum of Private Ancillary Fund (Giving Funds)-related services to your clients, enhancing your firm’s capabilities and value proposition.
The Investment Management services include:
- Investment strategy
- Investment management of your Private Ancillary Fund (Giving Funds)
- Attending required board meetings
- Communicating with your accountant on how to best administer your Private Ancillary Fund (Giving Funds)
Our Process
How we work with you
Initial Meeting
We will discuss your giving vision and requirements and get an overview of our services and fee structure.
Setup
Following your approval, we’ll implement your Giving Fund’s structure, investment strategy, and giving policy, quickly getting your fund operational.
Implementation
We create the required documentation, establish necessary accounts, and set governance policies and assist you with making your first contribution to the Private Ancillary Fund (Giving Funds).
Ongoing Management
We handle all compliance and management aspects of your Private Ancillary Fund (Giving Funds), keeping you informed and engaged.
GIVING
Enjoy the rewards of your generosity with the peace of mind that your investments and compliance are expertly managed.