"Accounting with purpose"

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:

  • Australian private charitable trust
  • General charitable trust
  • Private Ancillary Fund (PAF)

Each type of charitable trust brings with it different requirements and benefits. At Avonlea Advisory we know the practicalities of the charitable trusts and so are able to assist you by:

  • Preparing the trust deed
  • Applying to the ATO for an ABN
  • Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

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