Private ancillary funds (PAFs)

Strategic and inspiring philanthropy

A private ancillary fund (PAF) is a type of charitable trust that offers an effective and strategic way to manage your philanthropy. You donate money into the PAF, receive an immediate tax deduction and use the money put aside to give to the charities of your choice each year. You or your investment adviser invest the capital, and we handle everything else.

Our PAF service includes:

  • PAF establishment paperwork and approvals
  • All ongoing administration and compliance
  • Preparation of accounts, facilitation of annual audit and running of trustee meetings
  • Reporting to the charity regulator and Australian Taxation Office (ATO)
  • Specialist advice about your charitable giving
  • Your own relationship manager and access to our online portal

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David Gonski

"Many people say it’s very generous to give. What I’ve learned is, actually you get a lot back from giving."

David Gonski AC, APS Patron and founder of the Gonski Foundation
PAF establishment

Setting up a private ancillary fund (PAF) is easy and cost-effective with APS. 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 charity regulator and ATO
PAF management

We are a one-stop-shop for your PAF’s administration, accounting, compliance and governance.

Our service includes:

  • All ongoing administration and compliance
  • Preparation of accounts
  • Facilitation of annual audit
  • Running trustee meetings
  • Reporting to the charity regulator and ATO
  • Support with your giving decisions
  • Access to our 24/7 online portal

Is a PAF right for you?
Read our guide to private ancillary funds

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Why choose APS for your PAF?

Experienced

APS is the leading provider of philanthropic services in Australia, establishing 34% of all private ancillary funds (PAFs) in FY2024. With over $2billion committed, and our clients giving over $200m to charity in FY2024, we are very experienced in helping high net wealth clients manage their structured philanthropy.

Independent

APS does not manage the money in the PAFs we administer. We are not aligned to any financial institution or advisory group, or any particular charities. We have earnt the respect of advisers and accountants who trust us to work with their most valuable clients.

Full-service

We deliver the full spectrum of philanthropic services from advice and execution of charitable trust structures to values-based giving plans, research and support around grantmaking.

Not-for-profit

APS was established with a genuine commitment to reducing the obstacles, including prohibitive fee structures, that can sometimes impede philanthropists. As a not-for-profit our fees are designed to cover costs only.

Straight-forward

Getting started is easy and can take just four-six weeks. Complete one form and we will take care of the rest.

Leadership

APS has a highly talented, well-respected and influential board, including non-executive directors Chris Cuffe AO (chairman), Michael Traill AM, Belinda Hutchinson AC, Jan Swinhoe, Dan Phillips, John McMurdo and Graeme McKenzie, and executive director David Ward.