We specialize in providing comprehensive administration, accounting services, and philanthropic advice tailored for public and private ancillary funds.

Our comprehensive accounting and administration service package includes the following features:

As a guide, our fee for the above service falls within the range of $6,000 (+GST) to $8,000 (+GST), depending on the complexity of the work involved.

In addition to the services included in our comprehensive accounting and administration package, we offer the following services;

Board Meetings & Management

  • Attendance and preparation of board papers (approx. 1-2 per year)
  • Management of board meetings, agendas, minutes and papers
  • Act as the Responsible Person

The fee to undertake board meeting management and act as the Responsible Person commences at $2,500 + (GST)

Grants Management

  • High level strategic advice regarding program design, family engagement workshops and evaluation of your grant making
  • Mentoring and advice
  • Efficient and effective grants administration, management, communications, tracking and reporting or guidance for you to manage this process in-house.

These services are quoted separately depending on your specific requirements.

PAF Establishment

Setup of a new private ancillary fund (PAF)

  • Establishment of the trustee company
  • Preparation of the PAF deed and supporting documentation
  • Registrations with ATO and ACNC including registering for an ABN, TFN, DGR status.

The one-off establishment cost for a PAF is $5,118 (inclusive of GST) which includes the establishment fee of $4,095 and $1,023 to cover the establishment of the trustee company and registration with ASIC.