Do you have clients who wish to create a meaningful philanthropic legacy?

Our AET Foundation is a public ancillary fund under which your clients set up a donor-advised account. It is an ideal structure for clients who want to start a structured charitable giving program with as little as $50,000 – but who don’t want to be concerned with the time-consuming compliance, administration and investment management associated with a stand-alone foundation.

It is an appropriate structure if your clients:

• want to establish a long-term, tax-effective charitable giving program
• have a minimum of $50,000 to commence their giving program
• are happy with AET managing administration, compliance and investments
• want the pleasure of seeing the impact of their philanthropy
• want to involve family members and future generations in their philanthropic vision.

How we work with you

Our partnership approach means that you maintain the relationship with your clients at all times. We simply support you in helping your clients achieve their philanthropic goals.

We will establish your clients’ accounts under the AET Foundation, and AET PAF Pty Ltd (a subsidiary of AET) as trustee in conjunction with AET will manage the ongoing administration, compliance and investments of the Foundation.

We can also help your clients develop a clear and structured granting strategy, if required.

You can view information on your clients’ accounts at any time via our secure online portal – AET My Portfolio. Each year we will support you in conducting client meetings to discuss the performance of your clients’ accounts and their giving objectives.

For further information, please read our AET Foundation client brochure.

To find out more about the AET Foundation, please call us on 1800 684 672.