Dan Saunders Legal Practitioner, Commercial Law: Law for Charities and Not for Profit Organisations, Sharrock Pitman Legal Pty Ltd (at time of writing) Saunders is a lawyer in Sharrock Pitman Legal's charity and not-for-profit team. He has worked for some of Australia's top charity law firms and for the Australian Charities and Not-for-profits Commission. He has also founded his own charity, and volunteered on boards of multiple charities. He advises NFPs, charities and philanthropists on establishment, constitutions, income tax exemption and tax deductibility, and provides guidance on best practice for governance, compliance, fundraising and reporting.
DAN SAUNDERS | WEDNESDAY, 10 FEB 2021 A charity giving fund, also known as an 'ancillary fund', is a vehicle for public and private philanthropy. It is a type of charitable trust designed to provide an investment structure for philanthropic giving purposes. Simple and quick to set up, they ... Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.