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Trust management


Management

Your Charitable Trust will be managed by Harper Bernays. Harper Bernays Limited and ANZ Trustees Limited act as Co-Trustees.

ANZ Trustees Limited also provide custodial and administrative support, including all matters pertaining to compliance with ATO rules which regulate Public Charitable Trusts.

Compliance and Risk Management

The Co-Trustees each have in place rigorous compliance and risk management procedures to ensure strict adherence to your, and the statutory guidelines, which will govern your fund.

The compliance and risk management procedures to be overseen by the Co-Trustees include, but are not limited to:

  • Funds management procedures to ensure appropriate risk profiles and adherence to your giving objectives.
  • External performance assessment.
  • Compliance programs to ensure all necessary business and regulatory processes are observed.
  • Internal and external audits of the Funds.

Audit

The Fund is subject to a full annual external audit. Copies of the annual audited accounts are available upon request.

 
 
Harper Bernays Limited - Sydney 1988