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Not-for-Profit


Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, to sport, the arts and medical research, they make Australia a better place.

While it might be called Not-for-Profit, we know it’s a competitive industry. This is where the specialist expertise of both Perpetual and Fordham can help. We offer a holistic service which can enhance the impact you have on your community while helping with the compliance and regulatory hurdles which might be holding you back.

 

Tax

Reporting

Operations

Auditing

Tax

We can handle all your taxation complexities from the regulatory and accounting obligations for tax concessions to lodging activity statements, GST refunds and applications for franking credits.

Reporting

We can prepare your Annual Information Statement for lodgement with the ACNC as well as prepare your financial statements.

Operations

We help you run smooth and lean with general business advice or expertise in other NFP operational matters like calculating minimum distribution requirements.

Auditing

Where an audit obligation exists, we will work with the appointed auditor to have this completed.

The Perpetual advantage

At Fordham we specialise in helping people that own and run businesses, whether they’re for profit, not-for-profit, or somewhere in-between. One of our significant advantages in this work is our relationship with Perpetual, which has specialist expertise in both philanthropy and the not-for-profit sector.

Perpetual manages approximately 1,000 charitable trusts and endowments worth $2.7 billion (as at 30 June 2018) and distributes over $100 million to eligible charitable beneficiaries annually. With Perpetual as your partner, you get access to this expertise as well as the advantages of being part of a community of like-minded organisations.

Learn more

Expert management

Governance, policy, strategy

Funding and introductions

Thought leadership

Expert management

Perpetual helps boards establish investment committees and design and implement sound investment policies and strategies to protect and grow their funds and provide future income.

Governance, policy, strategy

Perpetual can help you build the right governance structures and assist with crucial decisions around key areas like investment governance, benchmarking and management selection.

Funding and introductions

Being a client of Perpetual gives you greater visibility with its philanthropist clients, who appreciate introductions to well-run organisations that align with their giving vision. You will also be eligible to apply for grants through Perpetual’s IMPACT Philanthropy Program.

Thought leadership

We will give you insight into the latest issues like financial sustainability, board leadership, fundraising and engaging with donors.

Sharon.Parker-1_WEB-2.jpg
Sharon Parker
BBus (Acc), CA
Lead Partner
03 9611 6650
Contact me
Dave Hinchey v2.jpg
David Hinchey
Dip FS (FP), BA (Media & Comms), MAcc, CA
Associate Partner
03 9611 6617
Contact me
Sharon Parker
Sharon.Parker-1_WEB-2.jpg

Sharon Parker

BBus (Acc), CA Lead Partner
Phone 03 9611 6650
Bio

Sharon assists business owner clients across a broad range of industries, helping them to navigate their personal and business wealth journey and weigh up important decisions along the way. She has broad experience in taxation and business with particular expertise in complex tax advice and structuring, planning for succession and retirement and dealing with complex family and community issues.

In addition to working with business owners, Sharon is passionate about leading Fordham’s Indigenous Consulting Team, which is part of Perpetual’s broader service offering to Aboriginal communities. This team provides Executive Office and consulting services to communities across Australia.

Clients enjoy Sharon’s attentiveness, responsiveness, her ability to listen, and to provide targeted and practical advice. She is exceptionally talented at developing strong, long-term relationships, and is known for her ability to communicate complex issues in a way that is easy to understand.

Industry specialisation: Property & Construction, Retail, Native Title

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David Hinchey
Dave Hinchey v2.jpg

David Hinchey

Dip FS (FP), BA (Media & Comms), MAcc, CA Associate Partner
Phone 03 9611 6617
Bio

David began his career in the media industry as a commercial producer and voice over artist in metropolitan radio before moving into accounting, starting with Fordham as a graduate in 2011.

With a strong commercial, financial and tax background gained through working with high net wealth individuals and private business owners and their families, David is passionate about assisting family business with structure, conduct and performance. 

Whilst his clients come from a range of industries and are at all stages of the business life cycle, David recognises they have one common goal: to protect the wealth they've worked hard to create and maximise the financial returns that fuel the family’s future.

David delivers tailored solutions for corporate structuring, tax advice, asset protection, estate planning and intergenerational wealth planning. He has assisted high net-worth individuals to structure their assets and earnings in tax-effective ways, business owners looking to manage debt and professionalise their business and has worked closely with clients entering the retirement phase of their life.

More recently, David has begun working in conjunction with Perpetual and Fordham to provide consulting services to First Nations Communities around Australia. 

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