A private ancillary fund (PAF) is a charitable trust that allows you to create your own personalised giving program during your lifetime and it can continue after you have gone.

A PAF is an appropriate philanthropic structure if you:

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

How we can help you

We can help you and your adviser establish your PAF with the correct governance structure and documentation to ensure it runs smoothly in the future.

As trustee, AET PAF Pty Ltd (a subsidiary of AET) will ensure your PAF is compliant at all times. We will work with your adviser to oversee the PAF’s investment strategy, enabling you to focus on the most rewarding part of philanthropy – making grants to eligible charities you wish to support.

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

To find out more about our PAFs, please speak to your adviser or contact one of our AET estate planning lawyers on 1800 882 218.