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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 .
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Individual sessions
Part IVA: Where to from here?
Author(s): Tom ThawleyMaterials from this session:
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Dealing with Division 7A disasters
Author(s): Paul SOKOLOWSKI, Kaitilin LOWDONMaterials from this session:
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The ship of Theseus and other trust perplexities
Author(s): Fiona DILLONMaterials from this session:
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Taxation of trusts tug-of-war
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Superannuation - Consulting the compass
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Risky business: How not to get sued (and what to do if you are sued)
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Successful succession planning
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Corporate conundrums
Author(s): Paul ABBEY, Andrew Tran, Matthew BudgeMaterials from this session:
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Philanthropy: Tax planning and sustainable giving
Author(s): Peter DOWLINGMaterials from this session:
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What to look for when your client chooses to send employees to work overseas
Author(s): Ben TRAVERS, Dan HODGSONMaterials from this session:
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