Our team of consultants has a keen and proven interest in working with not-for-profit organisations. Our experience in working with many ‘start-ups’ through to established organisations has taught us the importance of a shared passion for seeing positive change in communities both locally and globally and for providing a unique service offering to each not-for-profit client.

Tax, Accounting & Compliance Services

At the very core of our service offering we provide tailored accounting services including:

  • Preparation of annual financial statements
  • Establishment of internal accounting systems and procedures
  • Accounting training and advice
  • Assistance with recruitment of internal financial controllers and bookkeepers
  • Attendance to all related tax matters including Goods and Services Tax, Fringe Benefits Tax and Payroll Tax
  • Preparation of management and periodic financial statements
  • Employment related issues including Superannuation and Workers Compensation

Consulting Services

We approach each client differently, creating a tailored service that best suits their needs.

  • Strategic planning and implementation
  • Organisational and legal structure advice
  • ACNC registration and ATO registrations including Application for exempt status and Deductible Gift Recipient status
  • Budgeting and cash flow projections
  • Strategic review of organisational operations
  • CEO, Executive/Leadership Team Mentoring
  • Board governance, policy setting and risk management
  • Funding models and fundraising strategies
  • Donor relationship management
  • Volunteer management
  • Event management

Platform Legal Pty Ltd

  • Structuring and set up of new charities
  • Advise about tax deductibility of your purposes
  • Overseas aid and development funds
  • Governance and compliance obligations for charities
  • Set up of private charitable Foundations and Trusts
  • Discretionary family trusts to give away pre-tax income
  • Estate planning including complex trusts for family members and best ways of achieving charitable intentions.

Referral Network

Putting our clients in touch with the right service providers is a huge part of what we do. Our network includes alliances with:

  • Website developers
  • Marketing specialists
  • Legal advisors
  • Insurance advisors
  • Banking specialists
  • Human Resources specialists
  • IT specialists