DF Mortimer & Associates

DF Mortimer & AssociatesDF Mortimer & AssociatesDF Mortimer & Associates

DF Mortimer & Associates

DF Mortimer & AssociatesDF Mortimer & AssociatesDF Mortimer & Associates
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RELIABLE & EFFECTIVE LEGAL SOLUTIONS

RELIABLE & EFFECTIVE LEGAL SOLUTIONSRELIABLE & EFFECTIVE LEGAL SOLUTIONSRELIABLE & EFFECTIVE LEGAL SOLUTIONS

RELIABLE & EFFECTIVE LEGAL SOLUTIONS

RELIABLE & EFFECTIVE LEGAL SOLUTIONSRELIABLE & EFFECTIVE LEGAL SOLUTIONSRELIABLE & EFFECTIVE LEGAL SOLUTIONS

COMPETENT DISPUTE RESOLUTION

Quality Representation

What services do we provide?

What services do we provide?

 We are a Melbourne based boutique law firm with expertise in not-for-profit and charity law and are uniquely placed to provide our high level skills direct to you.

What services do we provide?

What services do we provide?

What services do we provide?

 Our areas of practice include: charitable trusts, associations, companies and non-distributing co-operatives, not for profit and charity internal dispute mediation.

Fair Fees

What services do we provide?

Fair Fees

 We understand that legal costs can be a concern.
Our costs compare to reasonable suburban rates, either on an estimated time basis or in some cases, for a fixed fee.  

Practice Areas

Charitable Tax Concessions and Deductibility

Charitable Tax Concessions and Deductibility

Charitable Tax Concessions and Deductibility

  

We provide advice, documentation and necessary liaison with the Australian Tax Office and other agencies in relation to Deductible Gift Recipient (“DGR”) and concessionally taxed entities such as:
Foundations:
·         Public Ancillary Funds;
·         Private Ancillary Funds;
·         Charitable trusts.
Schools:
·         Charitable Institutions
·         Scholarship funds; and
·         School Building funds.
Churches and faith based organisations:
·         Tax Concession Charities.
Environmental and cultural organisations:
·         Charitable Institutions;
·         Registered Environmental Organisations;
·         Registered Cultural Organisations; and
·         Public Art Galleries, Libraries and Museums.
Welfare:
·         Public Benevolent Institutions;
·         Registered Harm Prevention Charities;
·         Health Promotion Charities; and
·         Welfare Funds.
We also provide advice in relation to Fringe Benefits Tax treatment for not-for-profit organisations and duty exemptions.

Associations

Charitable Tax Concessions and Deductibility

Charitable Tax Concessions and Deductibility

  

Professional associations and non-distributing co-operatives

We provide advice and documentation to establish, maintain and restructure for professional and non-charitable not for profit legal entities including:
* incorporated associations;
* companies limited by guarantee;
* proprietary limited companies (as trustee);
* non-distributing co-operatives; and
* fixed trusts and discretionary investment trusts.

Governance

  

We assist boards of management and members of not for profit organisations with governance reviews and to address internal disputes.

Relationships

  

We assist not for profit organisation boards and their executive officers when difficulties arise in their relationships with government regulators and funding agencies.

Contact Us

Call us on (03) 9370 9333 or submit enquiry below

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