Charity Establishment, Registration & Compliance

Do you have a clear understanding of what ‘not-for-profit,’ ‘charity,’ and ‘deductible gift recipient’ mean for you as a director?

These terms have distinct legal definitions, each with specific considerations, registration, and compliance requirements. Getting them right is essential—not just for your organisation’s operations, but also for your legal obligations and potential liabilities.

This panel webinar will host leading Australian charity lawyers who will step through and explore these important foundational concepts that not-for-profit and charity directors and leaders must understand.

This webinar will explore:

• the requirements placed on registered charities
• directors’ obligations in respect of governance and reporting, such as ACNC Governance Standards
• how to establish a charity effectively
• future changes for the sector and the impact on legal and regulatory compliance.

Join Aaron Goldsworthy, Elizabeth Lathlean, and Dan Saunders for an extremely insightful discussion that will help charity directors genuinely understand their obligations.

Presenters

Aaron Goldsworthy – Senior Consultant @ Australian Strategic Services (Panel Moderator)

A Senior Consultant with Australian Strategic Services for over 5 years Aaron assists boards and individual directors to not only understand what their duties at law are but the future of aged care and health care look like. He has worked with a wide variety of aged care and health care boards, chief executive officers and executives on a range of projects including detailed review of where the board’s or organisation’s documentation and processes sit against standards, quality frameworks and legislation, board assessments and reviews, drafting and documenting enterprise/organisation wide governance and risk management frameworks, strategic planning, business development, amalgamations and mergers and industry big picture trends and research.

Elizabeth Lathlean – Special Counsel @ Gilbert + Tobin

Elizabeth is a Special Counsel in the Charities and Social Sector practice at Gilbert + Tobin. She has significant experience providing legal advice and assistance to charities, not-for-profits and social sector organisations. She advises on charity and not-for-profit formation, registration, regulation and compliance, mergers and acquisitions, restructuring transactions and corporate governance. Elizabeth’s unique blend of corporate law experience, combined with her specialist focus in charity and not-for-profit law, means she is well placed to give holistic and strategic advice to those operating within the sector. This includes registered charities, industry and professional associations, schools, faith based organisations, ancillary funds, corporate foundations and those undertaking philanthropic activities. Elizabeth has a Master of Laws from the University of Sydney and a Bachelor of Laws / Bachelor of Communication and Media Studies (Journalism) from the University of Wollongong. She is admitted as a solicitor of the New South Wales Supreme Court and the High Court of Australia and as a solicitor in England and Wales (non-practising). Elizabeth is a volunteer director of CBM Australia, a registered charity and international development organisation.

Dan Saunders – Senior Associate @ Russell Kennedy

Dan has vast experience in all areas of general commercial, tax and charity law. He has a wide network of not-for-profit (NFP) sector relationships, technical legal, research and analytical skills and vast experience in establishing charities and advising on seeking endorsement as a deductible gift recipient (DGR). He has a wealth of knowledge in advising on trusts, corporate restructuring, tax concessions and endorsements, corporate and charity governance, strategy, regulation and compliance. Dan has a deep understanding of the unique needs and strategic objectives of NFP purpose driven organisations. He has diverse experience gained from working in some of Australia’s top charity law firms and has gained valuable, first-hand, charities sector experience by founding his own charity, being on the Board of numerous charities and also by working at the Australian Charities and Not-for-profits Commission (ACNC). Having previously worked in NFP sector leadership, Dan is a strategic thinker and organisational expert. He guides and advises NFP organisations, charities and philanthropists on all areas of charity establishment, constitutions, tax effective structuring, corporate restructuring, categories and applications for income tax exemption and tax deductibility (DGR). Dan helps NFPs develop best practice strategies for governance and compliance, fundraising and reporting, he can provide expert, insightful and enthusiastic legal representation to charities, NFP and corporate clients.

Pricing

Included when you join BoardWise.
(Plus ongoing access to the webinar, on BoardWise, for as long as you are a member)