Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Charitable Funds

Charitable Funds

1-11 out of 11 results.

$5.4 trillion wealth transfer poses deep questions on legacy

More Australians are turning to philanthropy to ensure that their legacy enriches more than just their descendants. Structured giving vehicles can maximise this impact while making estate planning more tax efficient.

Charitable giving and tax deductions

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.

Two of the best-kept secrets for the EOFY

Chris Cuffe reminds us about a charitable-giving structure allowing a full tax deduction now even if the donation is spread over future years. Elsewhere, make sure you are not converting capital to taxable income.

If rising inequality leads to social unrest, we all suffer

Feeling financially stressed? The entry level for the world's richest 1% is $1.5 million including the family home. If this is not enough to fund a ‘comfortable’ lifestyle, consider that 99% of people have less.

Gail Kelly reveals how her family gifts money

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).

Maximising the impact of charitable giving

An ancillary sub-fund is a quick and inexpensive way to secure a tax deduction in advance of researching and selecting the right charities to support at tax time. Includes Chris Cuffe video.

Third Link Growth Fund announces soft close

After almost a decade and strong outperformance, Chris Cuffe announces that his Australian equities fund will close to new investors at the end of August 2017. Management fees are donated to charities.

Philanthropy can blend tax deductions, engagement and impact

Public or private ancillary funds are tax-effective vehicles to manage charitable giving. Not only are there immediate tax advantages, but it can set up a family for generations of giving and engagement.

My 10 biggest investment management lessons

Every experienced investor develops a set of beliefs about how markets operate, and finds the proof points to defend those views. Managing the Third Link Growth Fund has taught Chris some unconventional lessons.

Going global good for yourself and charities

The soon-to-be-listed Future Generation Global Investment Company delivers on numerous fronts. It offers an appealing structure for investors while benefiting needy charities, but there are a few points to watch.

What does the new charity regulator mean for trustees?

A new charity regulator was established a few months ago, and thousands of directors and trustees of foundations and not-for-profits need to understand the implications.

Most viewed in recent weeks

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

Why I dislike dividend stocks

If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.