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Charitable Trusts

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 charitable trust
  • General charitable trust
  • Prescribed charitable trust
  • Deductible gift recipient
  • Prescribed private fund

Each type of charitable trust brings with it different requirements and benefits. At Canterbury Wealth Management 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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Contact Us

Feel free to get in touch with our professional team of accountants today. Just complete the enquiry form or call our office. We will handle your request promptly.

Canterbury Wealth Management
Suite 2, 310-314 Whitehorse Road
Balwyn VIC 3103 - Find us on the map
(Ample parking available at rear of the building)

Tel: 03 9888 6424
Fax: 03 9923 6576
Email: info@canterburywealth.com.au
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