Charities and Not-For-Profit Law

On its strategic partnership with Housing Australia and St George Community Housing to develop affordable housing, part of a $300 million financing commitment.

On establishing the Community Rebuilding Trust and Australian Volunteer Support Trust after the 2019-2020 Australian bushfires, including listing of the trusts as DGRs in the Income Tax Assessment Act 1997 (Cth).

On the Australian aspects of establishing a charitable presence in New Zealand.

On the organisation’s planned restructure to better serve the needs of its First Nations members.

On its establishment and associated registration as a charity and health promotion charity

On its transition from a State Government agency to an independent charitable organisation.

On its establishment and associated registration as a charity and public benevolent institution.

On its spin off from Chris O’Brien Lifehouse into a separate legal entity and registered charity, including assistance with all aspects of the transfer, and incorporation of the new public company, its registration with the ACNC and DGR endorsement.

On its establishment as a public company limited by guarantee, registration as a charity and specific listing as a DGR in the Income Tax Assessment Act 1997 (Cth).

On the acquisition of all shares in Japara Healthcare for $380 million through a scheme of arrangement, then converted all 83 entities into charities to align with LCM Healthcare’s structure. This was the first take-private transaction in Australia involving a registered charity.

On all charity law matters related to its acquisition of Sportsmed SA Hospitals, including charity registration and payroll tax exemption.

On its involvement as the lead organisation in the merger of all state-based EDO entities, including the provision of governance, competition law, tax and employment law advice, plus advice on existing charitable fundraising campaigns and messaging about a staged approach to the transfer.

On transaction structuring, charity law compliance and duty exemptions for various strategic acquisitions.

On all aspects of its successful bid to acquire the NSW Government’s disability clinical services as part of the implementation of the National Disability Insurance Scheme (NDIS).

On its acquisition of the charitable fundraising arm of the NSW Government Children’s Hospitals Network.

On the consolidation of its various entities, including taxation advice and help with obtaining and maintaining charity registrations and association Commonwealth tax concessions.

On its merger (by way of asset transfer) with Blind Citizens Australia, including advice regarding the treatment of bequests and the subsequent deregistration of Association of Blind Citizens NSW Inc.

On its acquisition of Participate Australia by way of membership transfer and governance restructure.

On its acquisition of disability services provider Windara including complex negotiations with the relevant Catholic diocese as the land holder.

On the conversion of entity type from incorporated association to company limited by guarantee, including a governance review and constitutional rewrite.

On the restructure of its Australia-wide operations to rationalise many separate entities, including various Australian Jesuit operated schools.

On the roll up of its subsidiary, Inclusive Directions.

On its conversion of entity type from a cooperative to a public company limited by guarantee, including a full governance review and constitutional rewrite.

On the conversion of entity type from incorporated association to company limited by guarantee, including a governance review and constitutional rewrite.

On its conversion from a NSW incorporated association to a public company limited by guarantee, including advice on the treatment of bequests as a result of the conversion.

On the transfer of the social programs and activities and a business unit from the Cowboys Rugby League Club to the Cowboys Charity.

On eligibility for and compliance with various Commonwealth tax concessions, including income tax exemption and DGR endorsement.

On its formation, charity registration, compliance requirements and appeal to the Federal Court to secure charity tax concessions.

On the establishment, operation and consolidation of building funds, library funds, scholarship funds, necessitous circumstances funds and general advancement / endowment funds, plus advising on the interrelationship between these entities within the broader context of school philanthropy.

On its specific listing in income tax laws for deductible gift recipient status and ongoing guidance on charitable fundraising and other compliance.

On charity registration compliance, payroll tax, and stamp duty exemptions in Victoria, so funds can be redirected to further the company's charitable purpose.

On obtaining charity registration, tax concessions and endorsement as a deductible gift recipient with the Australian Taxation Office.

On its successful change of charity subtype to a public benevolent institution.

On its establishment as a public company limited by guarantee, charity registration and registration as an approved research institute, with associated DGR endorsement.

On a complete governance review and refresh, including updating its constitution, board charter, membership framework and related documents.

On complex governance and structuring matters, including members powers, retention of charity registration, retention of community housing provider registration, stamp duty exemption and related matters.

On the development and implementation of a new governance framework, embracing a complex membership and governance structure.

On a governance review, including facilitating ongoing compliance with its registrations as a charity and community housing provider.

On a governance review and refresh, including updating its constitution.

On the reinvigoration of its foundation, including preparation and advice on governance documents and grant agreements.

On a governance review and refresh, including updating its constitution.

On governance matters including directors’ duties and liabilities, regulatory compliance, intra and cross-group governance frameworks, conflicts of interest, board and committee charters and directors’ and members’ meetings.

On matters relating to its grant agreements.

On its receipt of a substantial living gift, including negotiating and settling the terms of the grant.

On charitable fundraising requirements, living gifts and related advice.

On various charitable fundraising arrangements.

On charitable fundraising requirements for its national fundraising efforts.

On the preparation of template grant agreements.

On applying for, establishing and operating an Overseas Aid Fund, including ongoing compliance with the former Overseas Aid Gift Deduction Scheme Guidelines.

On its investment in a social enterprise that will build eye hospitals in developing countries to further its charitable purpose of eliminating avoidable blindness globally.

On its various overseas policies, procedures and agreements, including to facilitate compliance with the ACNC External Conduct Standards.