Equity Trustees Charitable Foundation

Establish

With a modest $5,000, you can begin your own philanthropic journey by creating a sub-fund of the Equity Trustees Charitable Foundation, one of Australia’s most popular family giving vehicles. You can even give it a name of your choosing. After completing an online establishment form, your named Sub-Fund can be open within as little as three days with a tax deductable receipt sent to you shortly after.

Name

With a named sub-fund, you and your family can focus on the giving, while Equity Trustees takes care of the investment, administration, compliance and operation of your named sub-fund.  You can call your sub-fund anything*, perhaps your family name, in memory of someone important to you, or something reflecting your vision a future your sub-fund might help create.

*Except the inclusion of the words "Trust" "Fund" and "Foundation

Grow

Through responsible investment

Your named sub-fund is invested in a range of managed funds which are aligned with our investment philosophy which is to preserve and grow the real value of capital over the long term while providing a steady income stream. Equity Trustees manages all the investment of your sub-fund and ensures that funds are invested in a way that excludes alcohol, tobacco, gambling, weapons and adult entertainment. 

Most families have established their named sub-funds to exist in perpetuity. Our investment strategy provides annual returns which you donate to chosen charities, while at the same time providing capital growth. Over time, the Equity Trustees Charitable Foundation has seen capital growth throughout many global market fluctuations since 2004 when it was established.

Donate

Each year your named sub-fund can donate its investment income to any eligible (DGR1) charity. There are plenty to choose from – and you may already have some favourites. 

Equity Trustees is here to guide you through your journey in structured philanthropy, ensuring you and the causes or communities you care about get the most from your giving. Talk to us about how we can help you and your family get the best from your philanthropy.

Philanthropy your way

By starting your philanthropic journey with Equity Trustees, you’ll join one of Australia’s most popular options for named sub-funds.
As part of this, you’ll receive; 

• Support, guidance and assistance from our team of philanthropy experts 
• The option of self-service for those who are clear on their giving strategy
• Assistance with setting your giving strategy, which will clarify where and how you give
• Invitations to exclusive events with speakers and guests aligned to your giving interests 
• Insights from our team in regular communications. 

Fees

The table below shows the fees (including GST) that are based on the amount of funds under management (FUM) in your sub-fund. There are no establishment fees for sub-funds however, a modest fee will be applied for financial account preparation, maximising your income via various rebates available.

Next steps

Complete the establishment form or feel free to contact us for a conversation about your philanthropy.
Additionally, please review Equity Trustees Financial Services Guide