Consultation period: 10 June to 1 August 2025

Treasury is inviting 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.

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.

Further information is available here.

 

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