Private Ancillary Fund

At Bramelle Partners, we take care of everything involved in setting up and managing your Private Ancillary Fund (PAF). From the initial setup to ongoing reporting and compliance, we handle it all so you can focus on your charitable goals.

A Private Ancillary Fund (PAF) is a type of charitable trust designed to help individuals, families, and businesses manage their philanthropic giving. It allows you to make tax-deductible donations to your PAF, which are then distributed to eligible charities over time. PAFs provide a structured approach to charitable donations, ensuring your giving is both effective and sustainable.

We help you establish a tailored PAF structure that suits your specific giving goals. Our team also works with you to create an investment strategy that aligns with your philanthropic objectives, ensuring your fund is designed to achieve maximum impact.

Managing the legal and administrative aspects of a PAF can be time-consuming. We handle all the paperwork, including lodgements with the Australian Charities and Not-for-profits Commission (ACNC) and annual returns with the Australian Tax Office (ATO), ensuring your fund remains compliant at all times.

To keep your PAF compliant, we organise and manage the annual audit process. We also provide regular performance reports so you’re always up to date with the status of your fund and its contributions to your philanthropic goals.

Bramelle Partners, in collaboration with The Giving Advisory, offers extensive expertise in managing PAFs. Together, we provide a complete end-to-end service that includes wealth management, ongoing accounting, governance, giving advisory and all required business and tax compliance requirements. We help you develop tailored strategies to maximise the impact of your giving, and our online tools simplify the process of monitoring your investments. Let us handle the details while you focus on making a meaningful difference. Get in touch with us today.