Consultation period: 10 June to 1 August 2025

We invite feedback on changes to giving funds’ distributions. The tax law currently describes giving funds as ancillary funds.

The changes will:

  • align the annual distribution rate between public and private giving funds
  • increase the annual distribution rate
  • allow funds to smooth distributions across years
  • rename ancillary funds to giving funds in the tax law.

For more information, read the government’s announcement.

This consultation paper:

  • outlines how a higher distribution rate will affect funds and charities
  • describes principles for smoothing distributions
  • seeks feedback on the distribution rate and principles.

Key documents

Roundtables

Treasury will hold online roundtables during the consultation period. They will support the written submission process. We want to hear from:

  • giving funds
  • charities that receive support from giving funds
  • advisers to funds and charities
  • peak bodies.

Email your expression of interest (EOI) to CharitiesConsultation@treasury.gov.au by 20 June 2025. Include in your EOI:

  • names of individuals
  • name of the organisation represented
  • organisation type, for example:
    • public or private fund
    • charity
    • peak body
    • adviser
  • email address
  • any other contact details.

This consultation has closed