Charitable Trusts and Non Profits have unique demands, and as trustees it is imperative to ensure assets are managed professionally and efficiently. Queensland Financial Group provides funds management advice to ensure funds are invested effectively, as well as maintaining cashflow and liquidity which is unique to your organization.  We share our experience and assist boards establish an investment committee, and build a tailored investment philosophy.

 

Charitable Trusts

Charitable Trusts are a great vehicle to manage charitable funds effectively whilst ensuring total control over the funds. The primary goal is to maximize the impact using the limited funds available, and ensure longevity.

Native Title Trusts

Ensuring money received through Native Title and land, is utilised effectively and distributed accordingly. Consulting with the community, native tittle trusts can be structured to ensure longevity, sustainability, to maximise the benefits of all members.

Tax Minimisation

Tax Minimisation For most Australians, taxation is one of their largest expenses. A Queensland Financial Group advisor can...

Read More

Buy/Sell Insurance

Buy / Sell Insurance As a business owners, your primary wealth vehicle is the company you build. Partnerships and shareholders...

Read More