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For charities and not-for-profits
We help charities, churches and community organisations meet their ACNC, ATO and funder obligations, with clear reporting for their board.
Your first meeting is at no cost, with no obligation · English or Mandarin
At a glance
| Your first meeting | Free, no obligation, in person in Chatswood or online, in English or Mandarin. We confirm the scope and fees in writing before any work starts. |
|---|---|
| What’s included | Accounting and tax for your organisation, ACNC and ATO reporting, audit and review, DGR and tax concession support, grant reporting and reserve policy support. |
| Who you’ll work with | A client manager as your single contact, a senior tax manager reviewing your work, and Panbo Ye (CFP®, FCPA) leading tax strategy and advice. |
| Fees | Fixed fees confirmed in writing before any work starts. Audit and review fees depend on the size and complexity of your organisation; accounting packages from $295 a month per entity. See all fees |
Solutions
From your structure and tax status to your annual audit, we help you meet your obligations so you can focus on your mission.
Planning, budgeting and financial oversight that support your purpose and funding goals.
Reviewing and designing structures that suit your mission and how you are funded.
Tax concessions, GST and the eligibility requirements for endorsements such as DGR status.
Clear, independent audits and reviews for your board and donors.
Annual information statements, financial reports and staying audit-ready.
Accountability for restricted grants and multiple funding sources.
Inside the sector
A not-for-profit answers to a board, funders, donors, the ACNC, the ATO and state regulators, often with a small team and a tight budget. We help with the concessions you may be eligible for, clean reporting and careful reserves.
Non-charitable not-for-profits with an active ABN that self-assess as income tax exempt must lodge an annual NFP self-review return with the ATO, starting from the 2023–24 year. We confirm your status, lodge the return and keep the evidence on file.
Deductible gift recipient endorsement, gift funds, the line between a gift and a payment for a benefit, and fundraising rules that differ by state. Most non-government DGRs must also be registered charities.
Small charities have annual revenue under $500,000; medium charities $500,000 to under $3 million (financial reports reviewed or audited); large charities $3 million or more (audited). Crossing a threshold changes your workload and cost.
Public benevolent institutions and health promotion charities can provide FBT-exempt benefits up to $30,000 (grossed-up) per employee, and public and not-for-profit hospitals up to $17,000, plus a separate $2,650 cap for meal entertainment and venue hire. We help you set up and run packaging that staff value and auditors accept.
Honoraria, reimbursements, stipends and casual helpers can create super, payroll tax and workers compensation obligations without anyone realising. We review how people are engaged and paid.
Board duties, an investment policy statement, liquidity set aside for known commitments, ethical screens aligned to your mission and regular reporting to the board. We draft the policy with your board and match each reserve to its timeframe.
Charity registration and subtypes, governance standards, annual reporting and responsible persons.
Income tax exemption, DGR endorsement, FBT concessions, GST concessions and the NFP self-review return.
Fundraising licences, incorporated associations, and payroll tax, land tax and duty exemptions, each with its own eligibility test. A state exemption does not follow automatically from ACNC registration.
Questions
If you are a non-charitable not-for-profit with an active ABN, yes: an annual NFP self-review return with the ATO.
Under ACNC rules, medium charities (revenue $500,000 to under $3 million) need a review or audit, and large charities ($3 million or more) need an audit. State rules or funders may ask for more.
You apply to the ATO under a DGR category that matches your purpose. Most non-government DGRs must also be registered charities. We check fit before you apply.
Public benevolent institutions and health promotion charities can provide up to $30,000 (grossed-up) a year in FBT-exempt benefits per employee, plus a separate $2,650 for meal entertainment and venue hire.
With a board-approved investment policy that matches each reserve to when you will need it, with appropriate liquidity and ethical screens aligned to your mission.
How it works
Book online
Bring your latest financial report and we’ll talk through your obligations. In English or Mandarin, in Chatswood or online. Prefer to talk first? Call 1300 913 929 or 0405 913 913.
Calendar not showing? Open the booking calendar in a new tab → or call 1300 913 929.
Keep exploring
General information only. This page is general in nature and does not take into account your objectives, financial situation or needs. Consider whether it is appropriate for you and speak with us before acting. Thresholds, caps and concessions change and depend on your organisation’s circumstances. Get advice before acting. Audit, accounting and tax services are provided by Everglow Accounting Pty Ltd and Kam & Beadman Pty Ltd.
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