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Government announces changes to Private and Public Ancillary Funds (Giving Funds)

05/03/2026

The government will increase the minimum annual distribution rate while allowing funds to smooth distributions over a three-year period. The Federal Government has announced significant reforms to the regulation of Private Ancillary Funds (PAFs) and Public Ancillary Funds (PuAFs) as part of its broader objective to increase philanthropic giving in Australia. These changes flow from […]

Wealth management

29/11/2021

Over the past 30 years, we have provided estate and wealth management services to many long-standing clients, from private families and businesses to small investors all the way through to complex advice, structures, and strategies for Ultra High Net Worth clients. Daniel Minihan leads our Wealth Management team with extensive experience advising his clients to […]

Matthew Oakey, Partner

23/11/2021

I have more than 20 years of experience partnering with clients to achieve their business, investment, and family objectives. I work with many of Australia’s leading philanthropists. I have built a successful career providing business and tax advice to high-net-worth family groups, and I lead our Family Office team. I am passionate about philanthropy and […]