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  • Platform Advisors

Establishing and managing a successful and compliant Not-For-Profit organisation requires the support and continued guidance of a trusted partner. The team at Platform Advisors has a proven track record in providing accounting advice and assistance to the not-for-profit sector with our Founding Director, Glenn Scott, holding key positions with several local, national and international charities.

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Charities play an essential role in the Australian community and are entitled to a range of benefits and taxation concessions because of their contribution to the public good. Usually, a prerequisite to accessing these benefits is a determination that an entity is indeed a ‘charity’.

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The Australian Charities and Not-For-Profits Commission (ACNC) acts as the independent national regulator of charities for Commonwealth purposes. One of the principal roles of the ACNC is to provide a register of charities. Registered charities have significant ongoing obligations to the ACNC, including keeping their information on the Register up-to-date.

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Platform Advisors offers a full and comprehensive range of services to the not-for-profit sector. Our expertise and knowledge can be brought to bear in dealing effectively with regulation and compliance matters set out by the ACNC.

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We can partner with you. We have first-hand knowledge in the sector and understand the challenges that you face.

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Whether it be working closely to help navigate the many complex decisions associated with correctly instituting a charity at the outset or ensuring that an existing charity has in place effective strategies for ongoing management and growth.

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Browse our service offering and then contact us for a confidential discussion and learn how our team can make a positive contribution to your success.

Our key NFP offerings are in the following areas:
ACNC Obligations

Based on the revenue size of the charity, obligations may include the provision and management of information pertaining to:

  • Charity Status

  • Changes within the Organisation (address, legal, responsible persons, governing documents)

  • Operations

  • Financial Management

  • Governance Standards

  • Beneficiaries

  • Annual Information Statement

  • Annual Financial Report

Operational Funding
  • Fundraising

  • Financial Management – Cashflow, Finance, Solvency

  • Budgeting

Employer Obligations
  • Staff  & Volunteer Management

  • Recruitment

  • Laws, Awards, Entitlements

  • WorkCover

  • Salary Packaging

Charity Establishment
  • Charity Purpose

  • Charity Type

  • Legal Structure

  • Registrations

  • Tax Concession Availability

  • Eligibility for Deductible Gift Recipient status

Taxation Services
  • Fringe Benefits Tax

  • GST

  • Payroll Tax

  • State Taxes

  • WorkCover

  • Business Activity Statement

  • Determination and Utilisation of Exemptions and Concessions

  • Donations, Fund-Raising, Grants and DGR for Tax Effectiveness

Audit & Assurance
  • Internal Audit

Corporate Governance
  • Board Structure

  • Strategy Planning

  • Performance Monitoring

  • Risk Management & Compliance

  • Windup, Merge or Changes to Legal Structure

  • Compliance Monitoring Pertaining to Charity Status

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