financial advice and planning

PHILANTHROPY

‘No-one can do everything, but everyone can do something’ 

Many people have discovered that there is nothing more satisfying than giving back to the community. This can be achieved through the establishment of your own charitable foundation, where funds can be invested and income distributed to eligible charitable causes, in accordance with your wishes.

Structured giving is not only tax effective but can also be an incredibly satisfying component of financial planning.

How it works

You have two structured giving options – establish your own Private Ancillary Fund or establish a ‘sub fund’ within a Public Ancillary Fund. In each case you contribute the seed donation and you can then top up your fund at any time during your life or from your estate upon your passing. The initial donation and any additional donations made during your lifetime will be fully tax deductible.

You will have a wide choice of charities to support. Charities must enjoy Deductible Gift Recipient (DGR) status. Should you establish a Private Ancillary Fund we can help manage the investment strategy.

We will be happy to work with you to identify suitable charitable organisations to receive your annual grants.

CONTACT DETAILS

Q & A WEALTH
Marcel DeLeon
Financial Adviser
Phone: 0408 845 021

TRADING HOURS
Monday - Friday: 9:00am - 5:00pm

ABN: 59 435 007 820

Delmaros Pty Ltd trading as Q&A Wealth are Authorised Representatives of Synchron AFS License No 243313