Products and Services

Philanthropic Services can advise you on a range of innovative products and services to help you manage your philanthropy more efficiently:

JBWere Charitable Endowment Fund

The JBWere Charitable Endowment Fund (CEF) is a public ancillary fund designed to make it easy for you to manage and fulfil your philanthropic giving. There are no establishment costs, your CEF management account can usually be set up within three working days, and the earnings are exempt from income tax.

Private Ancillary Funds

A Private Ancillary Fund is a form of private foundation introduced by the government to encourage philanthropy in Australia. PAFs are exempt from income tax and allow individuals and families to enjoy full tax deductibility for donations. We are able to support clients through every stage of the PAF lifecycle.

Investment Products

JBWere has developed investment products to meet the needs of investors looking for sustainable and growing income streams that target a higher than market level of franking. These are of particular interest to clients who wish to pursue socially responsible investing or charities, non-profit organisations, foundations and endowments that are eligible for refunds of imputation credits.

Services for Non-Taxpaying Entities

Philanthropic Services has substantial experience in providing investment advice and management expertise to non-taxpaying entities in the philanthropic sector, giving consideration to the underlying objectives, specific tax positions and mandates of non-taxpaying entities. We have a comprehensive understanding of the creation and implementation of appropriate investment policies, long-range planning, current 'best practices' across the country in the non-profit sector and issues around grant-making and assisting clients with specific financial planning, estate planning and inter-generational wealth transfer objectives.