Private ancillary fund service

A private ancillary fund (PAF) is a type of charitable trust.  It exists for the purpose of providing grants to eligible charities over time, and is an efficient, satisfying and tax effective way to put a structure around your philanthropy.

 

PAF Establishment Service

Australian Philanthropic Services makes setting up a PAF easy and cost effective. To start the process, all you need to do is complete a simple establishment form and we do the rest.  We will:

  • Arrange the incorporation of the trustee company.
  • Prepare the PAF deed and supporting documentation.
  • Manage all approvals with the ATO and ACNC.
PAF Administration Service

The administration service provided by APS is a one-stop-shop for PAFs, including all accounting, governance and compliance requirements.  This includes:

  • All ongoing administration and compliance.
  • Preparation of accounts.
  • Facilitation of annual audit.
  • Running trustee meetings.
  • Reporting to the ATO and ACNC.
  • Grantmaking support.
  • Access to our 24/7 online portal.

We don’t manage the investments in your PAF.  You or your trusted adviser can manage the investments without the hassle of worrying about administration and compliance.

See our Guide to PAFS

For details of  the APS PAF Establishment Service

For details of the  APS PAF Administration Service

 

Watch our video

 

To arrange an introductory conversation, call us on 02 9779-6300 or by email.


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