25 July 2025

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Raising the GST to 15%7 examples of how the new super tax will be calculated Are franking credits hurting Australia’s economy?Here's what should replace the $3 million super tax The rubbery numbers behind super tax concessions

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Home / Ancillary Funds

Ancillary Funds

1-4 out of 4 results.

Charitable giving and tax deductions

Rachael Rofe
10 April 2024
2

With impending Stage 3 tax cuts incentivising taxpayers to bring forward future tax deductions while tax rates are higher, it’s a good time to explore how to bolster your tax savings and community impact through structured giving.

Chris Cuffe on why private debt is a hidden gem

Chris Cuffe
3 June 2020
8

Due to its illiquidity and higher risk, private debt as an asset class will not suit all investors. But for a patient investor with a longer-term horizon, private debt funds can provide a good risk/return trade off.

The $1 billion quiet achiever in Australian philanthropy

Rachael Rofe
12 June 2019
1

Structuring giving using Public or Private Ancillary Funds is an attractive strategy for donors who need a tax deduction now, and the flexibility to distribute the funds to charity over time.

Gail Kelly reveals how her family gifts money

Carrie LaFrenz
10 January 2019

Chris Cuffe set up Australian Philanthropic Services to make tax-effective giving easier, and former Westpac boss Gail Kelly reminds readers that giving away some wealth to charity is not just for the very rich. (Via the AFR).

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Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Noel Whittaker
9 July 2025

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

ASFA
18 June 2025

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

James Gruber
18 June 2025

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.

Tony Dillon
2 July 2025

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

Tony Dillon
25 June 2025

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

James Gruber
9 July 2025

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