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Philanthropy: Tax planning and sustainable giving presentation

Published on 23 Aug 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

In this presentation, Chris Dowling looks at the philanthropic options in today’s economic world, including:

  • advantages of structured giving
  • sustainable giving options
  • how charitable funds are distributed
  • australia’s not-for-profit landscape.

Author profile:

Peter DOWLING
Peter Dowling is a senior financial consultant at Perpetual Private. Peter has 20 years experience in financial services and provides strategic financial advice to high net worth individuals and families. He assists clients in structuring their affairs to grow, protect and transfer wealth. This includes advising clients that have charitable intent, who are looking for more effective ways to structure giving during their lifetime. Peter is also a senior adviser within Perpetual's Indigenous Business Unit based in Perth. In this capacity Peter advises community representatives on management of investments as well as performing a fiduciary role as trustee of native title trusts.

 

This was presented at 45th Western Australia State Convention.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Part IVA: Where to from here?

Author(s):  Tom Thawley

Materials from this session:


The ship of Theseus and other trust perplexities

Author(s):  Fiona DILLON

Materials from this session:






Philanthropy: Tax planning and sustainable giving

Author(s):  Peter DOWLING

Materials from this session:


Further details about this event:

 

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