Friends of Madgwicks Invitation: Fundraising foundations and charitable organisations

Event Date: March 22, 2018

Time: 7.45am – 9.00am
Location: Madgwicks – Level 6, 140 William Street, Melbourne
Inclusions: A light breakfast is included

Are you in charge of distributing funds from an estate to charitable organisations? Or are you looking to set up/advising someone on how to set up a charitable foundation or fundraising foundation? The process for setting up a charitable organisation can be complex and technical. It is important to understand your obligations at the outset to avoid being caught up in red tape.

In this seminar, Tom May, Head of Tax and Cherry Tan, Lawyer will consider the issues in establishing foundations and charitable organisations including:

  • Examining the income tax act
  • Necessary documentation required
  • Dealing with the Australian Taxation Office (ATO); and
  • Dealing with the Australian Charities and Not-for-profits Commission (ACNC).

Those eligible will also receive 1 CPD point for Substantive Law.

We hope you can join us.

About the Speakers

Tom May, Head of Tax

Tom has been practising for more than 30 years in the areas of tax disputes and litigation (including tax audits), as well as tax planning, and complex trust and estate planning issues. As Head of Tax, Tom is well regarded for his ability to understand and advise clients on the timing of and legal strategy for settlement of their tax disputes, and whether proceeding to a hearing is the best approach.


Cherry Tan, Lawyer

Cherry has a broad range of experience in the area of corporate and commercial law. Having practised in in-house legal teams and a Big 4 accounting firm prior to joining Madgwicks, Cherry brings to the firm a wide range of commercial experience in the areas of financials services law, general commercial law and taxation law.



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