Below is Chapter 11 of our ‘Private Ancillary Funds’ booklet. To read the other chapters of our booklet, click the links below:
- Chapter 1 – Giving back to the community
- Chapter 2 – Brief history
- Chapter 3 – An overview of ancillary funds
- Chapter 4 – What is a PAF?
- Chapter 5 – Who can be a trustee of the PAF?
- Chapter 6 – How are PAFs regulated?
- Chapter 7 – What are the audit requirements for a PAF?
- Chapter 8 – Governance
- Chapter 9 – Winding up a PAF
- Chapter 10 – Common questions about PAFs
- Chapter 12 – Overview of a PAF
Is a PAF a good option for you, your family, chosen cause or clients?
A PAF may be a good idea if:
- You wish to set up a system of giving that extends past your death and allows for controlled, flexible giving.
- You want a structure that involves your family or children in your giving.
- You wish to capitalise on the tax deduction opportunities available through a PAF.
- You would like to devote considerable amounts of time and or money to a charity into the future.
- You don’t want to start a charity or participate in services or activities personally. You primarily just want to provide financial support.
To download a PDF of our booklet, enter your email below.
The information contained in this post is current at the date of editing – 26 March 2024.