Non-Profit News Service No. 0357 - New products released for public ancillary funds

We have released new products to help organisations seeking deductible gift recipient (DGR) status under the DGR category public ancillary funds (public AFs). The requirements for this DGR category changed on 1 January 2012.

The products include a public ancillary funds homepage that provides information about the DGR category and the requirements for endorsement. The transitional arrangements for public AFs endorsed on or before 31 December 2011 are also discussed.

The home page provides links to the other products for public AFs, including the:

Public ancillary fund model trust deed
Public ancillary fund - schedule for deductible gift recipient applicants
Agreement to comply with the public ancillary fund guidelines
Revocation of agreement to comply with the public ancillary fund guidelines
Notification of change to the governing rules of an endorsed public ancillary fund
Public ancillary fund guidelines, which are located on the Federal Register of Legislative Instruments.

We will be writing to all public AFs endorsed on or before 31 December 2011 to advise them of the changes and what they need to do to ensure their fund meets the new requirements.

We previously advised of this measure in:

For information about the Non-Profit News Service, including how to subscribe and links to previous articles, see About the Non-Profit News Service.

We encourage your feedback and suggestions for future topics to be covered by the news service. You can do this by:

emailing us at npc-publications@ato.gov.au
phoning us on 1300 130 248.

Last Modified: Wednesday, 18 January 2012

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