Publications

Trustee Handbook: Roles & Duties of Trustees of Charitable Trusts & Foundations in Australia (2nd)

Author: David Ward, Treasurer, Philanthropy Australia

Created in consultation with Philanthropy Australia's Members, this Trustee Handbook is an essential document for Private Charitable Funds, Ancillary Funds, Family Foundations and Community Foundations. It covers types of foundations, legislation, governance, administration, investment, distribution/grantmaking, Responsible Person outline, trustee dossier guidelines and more.

Second Edition.

Created in consultation with Philanthropy Australia's Members, this Trustee Handbook is an essential document for Private Charitable Funds, Ancillary Funds, Family Foundations and Community Foundations. It covers types of foundations, legislation, governance, administration, investment, distribution/grantmaking, Responsible Person outline, trustee dossier guidelines and more.

This document is written on the basis of the governance regime that applies from 1 January 2012. With the creation of the Australian Charities and Not-for-Profits Commission from 1 October 2012 some of the reporting requirements may change from 2013.

The Trustee Handbook is complemented by other downloadable publications specifically developed for Private and Public Ancillary Funds:

Workshops in conjunction with both handbooks are held around Australia.
See our Workshops & Seminars page for more information.

Who will find it useful?

  • Private Charitable Funds
  • Ancillary Funds
  • Family Foundations
  • Community Foundations

Published: May. 2013

ISBN: 0 9750639 7 9

Price: Free

Download (PDF)

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