• Peace of Mind

    Feeling pressure to keep up with all your obligations? Let us show you how to reduce the stress caused by life’s tax and financial challenges and the ways that can restore the balance back into your life and improve your well being!

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  • Start today

    As people can now expect to live to more than 80 years, you want your retirement income to last at least as long as you. It's never too late or early to start preparing for your retirement. So let us show you how to find the right strategy to preserve your hard earned savings as long as possible whilst maximizing any government entitlements too.

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  • Health Care Industries

    Helping those helping others is what we take pride in. Many of our client's are in the Health and Aged care services.

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  • Professional team

    Our staff are highly trained and dedicated to high standards and care about doing things right!

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Charitable Trusts

Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. Five main types of charitable trusts exist in Australia:
  • Australian charitable trust
  • General charitable trust
  • Prescribed charitable trust
  • Deductible gift recipient
  • Prescribed private fund

Each type of charitable trust brings with it different requirements and benefits. At Aware Financial Services we know the practicalities of the charitable trusts and so are able to assist you by:

  • Preparing the trust deed
  • Applying to the ATO for an ABN
  • Organising tax exemptions where applicable

Most importantly, our experience enables us to ensure your trust is used to effectively reach your charitable goals.

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Aware Financial Services Pty Ltd
ABN 50 100 070 522
Corporate Authorised representative #324315
30 Jubilee Avenue, Carlton NSW 2218

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