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Tax Advice
Non-profit organizations may qualify for tax exemptions and concessions across Income Tax, GST, Fringe Benefits Tax (FBT), fundraising, and employment obligations, but they must meet strict eligibility criteria, maintain compliance, and conduct annual reviews.
We can help with a scope of works to ensure self-assessment, ATO endorsements, GST & FBT management, and help you optimize benefits while adhering to regulatory requirements.
Tax Advice Consultation Process for Australian Charities
Clarify the charity’s purpose and structure
The adviser confirms the charity’s legal structure, charitable purpose, ACNC registration status, and ATO endorsements (e.g. income tax exemption, GST, FBT concessions, DGR) to determine which tax rules apply.
Assess tax obligations and risks
The adviser reviews activities, income sources, payroll, grants, and fundraising to identify tax obligations, concessions, compliance risks, and any changes that may affect eligibility or reporting.
Provide advice, actions, and compliance guidance
The adviser delivers clear advice outlining obligations, concessions available, required actions, and ongoing compliance steps, and may assist with ATO applications, self-review processes, or regulator engagement.