Do you have clients who want to create a personalised and everlasting giving program?

Our private ancillary fund (PAF) is a charitable trust that allows your clients to create their own charitable giving program while they are alive, which continues in perpetuity.

It’s an appropriate structure for clients who:

• want to establish a long-term, tax-effective and personalised giving program
• have a minimum of $500,000 to start their giving program
• want to be involved in the gifting decisions
• want their philanthropy to be effective over the long term
• want to involve family members and future generations in their passion for philanthropy.

How we work with you

We will work closely with you to establish your clients’ PAFs using the governance structures and documentation necessary to ensure they operate smoothly in the future – providing peace of mind for you and your clients.

Our unbundled or partnership approach means you maintain your relationships with your clients and provide investment advice for their PAFs while we manage the ongoing risk and compliance.

You can view information on your clients’ accounts at any time via our secure online portal – AET My Portfolio. Each year, we will assist you to conduct client reviews, in which your clients nominate which charities they wish to support. We can also provide giving advice if required.

For further information, please read our private ancillary fund client brochure.

To find out more about our private ancillary funds, please call us on 1800 684 672.