Philanthropy & Wealth Management
The conversation around financial advice has, for years, focused on the accumulation and preservation of wealth. But advisers are being asked to help clients answer a different question: what is this wealth for?
The million-dollar giving gap financial advisers can help close
Roughly half of Australians earning more than $1 million a year don’t claim a tax deductible charity donation. That is where financial advisers come in.
Tax benefits of donating through structured giving
With the end of the financial year fast approaching, strategic philanthropy can solve a familiar problem for wealthy clients: a last-minute tax bill
Women shaping Australia’s generous legacy
Women already influence the majority of household charitable decisions and are expected to control a significant share of the nation’s wealth transfer.
From Sausage Sizzles to Structured Giving: The change in Aussie Philanthropy
Australians are still giving billions, but the way we give is changing with a quiet revolution in how generosity is structured, managed, and sustained over time.
Ancillary fund changes at the expense of long-term philanthropy impact
Latest move by the government is putting a once-in-a-generation opportunity to embed philanthropy deeply into Australian culture at risk.
APS backs ATO’s efforts to strengthen ancillary fund frameworks
Australian Philanthropic Services (APS) welcomes the greater clarity from the Australian Taxation Office (ATO) regarding ancillary funds and “benefits”.
Strong growth in purpose-driven philanthropy
Australians are giving more generously and with greater purpose than ever, findings from a new survey from Australian Philanthropic Services.
1,000 and counting – Structured giving surges
Australia’s largest provider of philanthropic services, Australian Philanthropic Services (APS), has reached a major milestone as the intergenerational wealth transfer drives more Australians to embed purpose into their financial legacy. APS now...
Giving Legacy – a new way to pass on values
APS has launched a new service to help families shape a more purposeful legacy — one grounded in generosity, not just wealth.
Structured giving and philanthropy gains traction
The growing profile of philanthropy in Australia, triggered by the multi-trillion-dollar intergenerational wealth transfer, has paved the way for accountants and advisers to incorporate structured giving into client discussions, and there are sound business reasons...