Our main focus is to provide our business clients with a "road map" for the future.
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KW Grimes & Associates Pty Ltd is uniquely positioned to provide you with total financial care.

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Charitable Trusts

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:
  • Australian charitable trust
  • General charitable trust
  • Prescribed charitable trust
  • Deductible gift recipient
  • Prescribed private fund

Each type of charitable trust brings with it different requirements and benefits. At KW Grimes & Associates Pty Ltd we know the practicalities of the charitable trusts and so are able to assist you by:

  • Preparing the trust deed
  • Applying to the ATO for an ABN
  • Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

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KW Grimes & Associates Pty Ltd is an Authorised Representative of Count Financial Limited.
ABN 19 001 974 625. AFSL 227232.