Australia is experiencing a historic $3.5 trillion intergenerational wealth transfer. At the same time, the government aims to double charitable giving by 2030. GFA provides the institutional-grade infrastructure to capture this unique opportunity.
Traditional philanthropic structures create unnecessary barriers to entry and ongoing administrative burdens. GFA provides a modern alternative.
Minimum $500,000+ initial contribution
Requires establishment of board with responsible persons
Heavy compliance burden, often outsourced
Bespoke investment and donation management required
Lower minimum contributions
Reduced administration burden
Limited choice of providers
Usually operated by third parties, diluting client relationships
Simple to operate
Immediate tax deductions
Unable to develop foundation for future generations
No compounding benefit of tax-exempt growth
Next-generation structure combining the best of all approaches
Low Entry Point
Accessible foundation building from modest contributions
Zero Administrative Burden
Fully automated compliance and reporting via Gstack
Custody Neutrality
Assets remain with your wealth manager—GFA is the instruction layer
Intergenerational Bridge
Engage next generation with family legacy conversations
Tax-Exempt Growth
Compound returns maximise granting power over time
Institutional Infrastructure
White-label SaaS, real-time DGR validation, automated 4% nanny
Our streamlined process makes structured giving simple, starting from a low entry point whilst scaling to support the largest HNW families.
Establish your named sub-fund within the Master Fund. Receive an immediate tax deduction for contributions of cash or assets.
Set up your family legacy fund
Select investment portfolio preferences
Choose default charitable causes
Assets are managed by your wealth manager within a tax-exempt environment. Compounding returns significantly increase total granting capacity.
Professional portfolio management
Tax-free investment returns
Real-time portfolio tracking
Use the GFA portal to support verified Australian DGR Item 1 charities. GFA handles transfers, receipting, and all record-keeping.
Real-time DGR verification
Automated distribution management
Impact tracking by cause and sector
Unlike traditional models that rely on manual, high-fee administration, our structure is built for scale and regulatory rigour. We've unbundled the traditional foundation to provide specialised expertise at every layer.
Custodian & Portfolio Manager
Maintains full custody and management of Funds Under Management. Constructs portfolio, maintains client relationship, receives ongoing advice fees.
Program Manager
The "Intel Inside" infrastructure layer providing white-label SaaS portal, automated 4% compliance nanny, giving advice, and API connectivity.
Independent Trustee
Acts as the legal fiduciary, ensuring the Master Fund and all sub-funds meet stringent ATO and ACNC regulatory requirements.
Experience the automation that eliminates the administrative "tax" of traditional philanthropy. Our next-generation infrastructure automates the entire philanthropic lifecycle.
Our system hard-codes the ATO's annual distribution rule. We track balances in real-time vs. June 30 valuations and trigger automated compliance workflows, ensuring 100% compliance without manual intervention.
Progressive "nudge" notifications to givers and advisers
Safety valve: Auto-grant functionality if targets are missed
System Notice: Final nudge triggered for 1 April. Notice sent to primary adviser.
GFA clients often hold complex assets. We track listed ETFs via live APIs and unlisted bespoke assets via fair-value snapshots, providing a unified view of granting power.
| Asset Type | Investment | Market Value |
|---|---|---|
| Listed ETF | BetaShares ETHI | $1,410,534 |
| Unlisted PE | Private Equity Fund III | $822,811 |
| Total | $2,233,345 |
Protect your fund's tax-exempt status. Our API verifies charity DGR Item 1 status against the ACNC register in milliseconds, preventing ineligible grants in real-time.
Structured giving isn't just about tax; it's about the compounding power of charitable capital. See how a GFA Giving Fund outperforms direct donations over 20 years through tax-exempt growth.
*Based on 7% market return and 4% required annual distribution.