The growing number of Australians taking part in philanthropic activities has been highlighted by the findings of the latest CAF World Giving Index*, and are part of a trend towards individuals seeking to connect with charitable projects and initiatives, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. According to the CAF World […]
continue readingMore than $1 million has been contributed by the Future2 Foundation, to benefit disadvantaged young people across Australia since its inception 11 years ago. The Future2 Foundation, the philanthropic arm of the Financial Planning Association (FPA), achieved this milestone by awarding $181,000 in new grants to 19 not-for-profit organisations this year. Every dollar awarded by […]
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06
Nov
2018
ANZ has announced a new a partnership with Mr. Perfect, a grassroots men’s mental health network that encourages conversation and connection through informal BBQs. Over the next 12 months, ANZ’s OnePath will sponsor more than 120 free BBQs across Australia for men and their families, with the first BBQ taking place this Sunday 21st October at […]
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18
Oct
2018
Six university students have beaten more than 650 competitors to reach the finals of the 2018 AMP University Challenge, the premier competition for tertiary students with career ambitions in financial advice and financial services. This year’s qualifying finalists are Kimberley Guild (La Trobe), William Nakos (RMIT), Michael Reardon (Deakin University), Shane Harris (RMIT), Ashley Fernandes […]
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18
Oct
2018
This month, Australia’s first Social Benefit Bond matures, as announced by The Benevolent Society – Australia’s first charity. A Social Benefit Bond is an innovative finance mechanism where private investors fund a program designed to achieve results that will improve outcomes for people and deliver taxpayers value for money. In this case, the program is […]
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10
Oct
2018
Discussing a client’s philanthropic objectives should be a key component of a financial planning conversation with all clients, not just clients considered to be wealthy or with the perceived greatest capacity to give, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. “Raising the idea of philanthropy with your clients regardless of their circumstances, […]
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05
Oct
2018
Australia ranks third in the world for giving, with 73% of Australians making a charitable donation. Todd Stanford assists his private clients at Profile Financial Services with advice and strategies surrounding their philanthropic endeavours. Todd outlines the options for structured charitable giving in Australia. Charitable Foundations available Private Ancillary Funds (PAFs) Public Ancillary Fund or […]
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07
Sep
2018
Paul Costello, the founding chief executive of the $160 billion Future Fund, has celebrated his survival from lung, brain and liver cancer with a fund-raising effort for the Peter MacCallum Cancer Centre in Melbourne. So far, in just two weeks of the campaign, he has raised nearly $100,000 to aid the research being done by […]
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29
Aug
2018
TAL, a leading Australian life insurance specialist, has announced a new partnership with Orygen, the world’s leading research and knowledge translation organisation focusing on mental ill-health in young people. The partnership with TAL’s Community Foundation will see TAL support Orygen’s objectives of raising awareness of mental health within the Australian community. TAL Group CEO and […]
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22
Aug
2018
Perpetual Corporate Trust has been appointed as the Responsible Entity (RE) of the Vitalharvest Freehold Trust (ASX:VTL) managed by goFARM Asset Management. Perpetual Corporate Trust General Manager – Managed Fund Services, Vicki Riggio said: “We are delighted to be expanding into the listed agricultural sector. It is an area we feel is underrepresented in the […]
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14
Aug
2018
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