Philanthropic and Not-for-Profit Services

Through the foundation family, Carnbrea has had a long history of involvement in philanthropy. Carnbrea is a member of Australia's peak philanthropy organisation, Philanthropy Australia. For more information about Philanthropy Australia click here.

We can assist you in establishing your family's own Personal Private Fund (PPF) and to administer the fund in accordance with the applicable Commonwealth legislation for managing the investments of philanthropic and not-for-profit organisations. In addition, we can provide advice on ethical investments and minimising dividend franking credits.

We have advised on accounting management and grant making systems and soft ware for philanthropic clients with the objective being to eliminate inefficient and costly processes, replacing them with value added solutions.

Carnbrea's other services include:

• Investment and administration of portfolio
• General accounting duties
• Preparation of Management and Financial Accounts
• Board Reporting
• Preparation of Business Activity Statements
• Preparation of Franking Credit Refund Applications