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Public Ancillary Fund|

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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.

Planning to make your money last forever

Most people do not spend enough time thinking about achieving the best outcomes from their estate or gifts and loans before they die. Consider a trust to look after the needs of all your descendants, forever.

Chris Cuffe on why private debt is a hidden gem

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

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.

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.

Philanthropy is growing, but what’s the best way to give?

Investors looking to give to charitable causes before 30 June often leave little time to make the best choices to suit their philanthropic intentions, which is where an ancillary fund can assist.

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.

Last minute tax deductions in a public ancillary fund

Although the end of the financial year is near, there is still time to establish a tax deduction in a sub-fund within a public ancillary fund – a simple philanthropic structure that allows a planned approach to charitable giving.

Planning to make your money live forever

Most people do not spend enough time thinking about achieving the best outcomes from their estate. Here's a novel idea: set up a trust to look after the medical and education needs of all your descendants. Forever.

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2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

Five months on from cancer diagnosis

Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise. 

Welcome to Firstlinks Edition 552 with weekend update

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

  • 21 March 2024

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

The public servants demanding $3m super tax exemption

The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.

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