Charitable & Not-For-Profit Organisations

Tax evades our life. Even when we want to help the community you need to consider your tax position. We practice throughout Australia in this area.

We provide structures to satisfy 2 fundamental goals for both private and public charities:

1. Taxation and tax deductibility of gifts through establishing charitable trusts and foundations.

2. Making sure that trustees and boards have the best possible structure to protect them from the potential insolvency of the charitable trust.

These goals are achieved by providing the following:

* preparing documents to establish charities

* arranging for Australian Taxation Office endorsements and State Revenue Office exemption

* advising on fringe benefits tax and other employment contracts

* amending constitutions of charities to ensure compliance with ATO requirements, the Associations Incorporations Act and the Corporations Act

* setting up Foundations in Testamentary Trust Wills

Civic Legal only works in tax and superannuation. We work closely with the ATO to keep up to date with its changing rules and regulations.

We keep our clients up-to-date with the legislation including:

* removing various anomalies affecting charitable giving

* the legislation enabling endorsed charities and deductible gift recipients to receive cash refunds of excess dividend franking credits

* the legislation permitting the establishment of prescribed private funds.

Private Trusts

There are many benefits in establishing private trusts. Families and corporations may establish private foundations with deductible gift recipient status. These are known as 'prescribed private funds'. These can be set up either now or through your Will.

As a private tax lawyers firm Civic Legal only takes instructions via your Accountant, Adviser and Lawyer. They are welcome to contact our Practice Manager 08 9460 5000 to make a booking with one of our lawyers specialising in this area.