Tax basics – What exemptions and concessions is your organisation entitled to?

Tax basics

Tax is a word to strike fear into many hearts! And understanding the various tax concessions and exemptions available to not-for-profits is not always easy. 

This popular seminar will provide a back-to-basics overview of the tax regime applying to not-for-profit community organisations.  Topics will include:

• What tax exemptions and concessions might your organisation be entitled to, and what is the process for applying for them?
• What are the basic features of Deductable Gift Recipient (DGR) status and would our organisation benefit from being endorsed?  What are the main categories of DGR and what does the application process involve?
• Once we’ve obtained an exemption or concession, or been endorsed as a DGR, what are the ongoing requirements?
• What effect will the Australian Charities and Not-for-Profits Commission have on this process?

This seminar is generously hosted by Ashurst, and presented by Brownyn Kirwood and other lawyers from the Tax Group at Ashurst.

About the speaker:

Bronwyn Kirkwood is a senior associate in the tax group in the Melbourne office.  Bronwyn's practice is in direct tax, with an emphasis on financial services and general corporate tax issues.  She also advises on employment tax issues.

Bronwyn's experience covers a broad range of matters including providing income tax advice for structured financing arrangements, securitisations, PPPs and mergers and acquisitions.  This has included assisting clients in structuring transactions, reviewing transaction documents, preparing income tax opinions and obtaining private rulings from the Commissioner of Taxation where necessary.

Bronwyn also enjoys assisting with the firm's pro bono program and has been involved with the establishment of a number of charitable or philanthropic entities for corporate and not-for-profit clients, including obtaining the relevant ATO endorsements.