- About
- Services
- Charities and Not-for-Profits
- Audits and Disputes
- Estate Planning and Deceased Estates
- International Tax Issues
- Income Tax
- Structuring, Restructuring and Succession Planning
- WET, Excise and Customs Duty
- Stamp Duty and Land Tax
- Payroll Tax
- Superannuation and SMSFs
- GST and FBT
- CGT and Small Business Concessions
- Contact
At Pengelly & Co Legal, we help charities and not-for-profit clients navigate the tax and governance landscape with clarity – so clients can pursue their objectives with confidence.
Charities and not-for-profits operate in a distinct regulatory and tax environment, involving oversight by the Australian Charities and Not-For-Profits Commission (ACNC), the Australian Taxation Office (ATO) and State and Territory regulators in some instances. At Pengelly & Co Legal, we help clients navigate that environment, to ensure they comply with ACNC requirements, preserve any DGR, income tax, FBT, GST and state-based concessions, and make informed decisions for long-term planning.
Whether you require assistance with setting up a charity, accessing tax concessions, on-going compliance, winding-up or restructuring, we have the expertise to provide tailored and practical advice, whatever your circumstances.
How we can help
We provide comprehensive tax advice and assistance with:
Establishment & Endorsement
- Choosing the right structure
- ACNC registration & ATO endorsements
- Drafting or refining founding documents
Concessions
- FBT planning and salary packaging
- Assistance with payroll tax, stamp duty and land tax concessions
- Advising on GST concessions and GST treatment of NDIS and health-related supplies
Compliance and restructures
- Advice on record keeping, ACNC compliance and tax obligations
- Advising on governance and related party transactions
- Advice on restructuring, mergers and winding up
Reviews, Rulings & Disputes
- Assistance with ATO/ACNC reviews, audits, and responses
- Private ruling requests, objections, compliance reviews
What we help with
Establishment
Choosing the right structure. Drafting founding documents.
Registrations
ACNC registration. ATO & DGR endorsements.
Concessions
FBT planning & salary packaging. Help with concessions for payroll tax, land tax and stamp duty.
Compliance
Advice on ACNC and tax compliance. Advice on governance and related party transactions.
Restructures
Assistance with restructures, mergers and winding-up.
ATO & ACNC Dealings
Assistance with ACNC / ATO reviews, audits, responses and objections.
We’re Here When You’re Ready
Whether you have a quick question or need detailed advice, our team is ready to listen and guide you forward.