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Smart solutions for not-for-profits
Helping you reach full potential and make a difference
When it comes to the not-for-profit sector, it's our business to provide what's best for your organisation
At Macquarie, we have a long history of supporting organisations like yours, catering to your special needs and requirements. When it comes to the not-for-profit sector, it’s our business to provide what’s best for your organisation.
Our range of tailor-made financial solutions are designed to suit every aspect of your not-for-profit’s business needs. We can help you build, grow and evolve your organisation so it can reach its full potential and fulfil its vision for the future.
Solutions to suit all your needs
Investment know how
Providing peace of mind and security
- Investment advisory
- Investment policy creation
- Asset consulting
- Active term deposit management
Business solutions
Ensuring efficiency in operations
- Financing – equipment, assets, property
- Payments and collections
- Business lending
- Transactional banking and monitoring
- Sweep and monitoring capabilities
Staff solutions
Supporting your people
- Mortgages
- Deposits
- Credit cards
- Car loans
Streamlined administration
Helping the bottom line
- Payment platforms/systems for funds collection/reconciliation
- Consolidated investment
reporting - Processing platforms and
efficiencies
Community
Education and connection
- Board workshops
- Networking
- Thought leadership events and publications
- The challenge
- The solution
- The result
The challenge
The challenge
Under current regulations, Private Ancillary Funds (PAFs) need to make payments of five per cent of their capital value to charitable causes each year, in order to maintain their tax free status. Our client, a PAF, had only invested funds in cash since its inception. With returns on cash rates now well below five per cent, distributions had been eating into capital. The Board understood it needed to change the investment mix, but was concerned over the risk involved and how to make a risk-aware decision.
The solution
The solution
We provided extensive modelling and asset consulting to help educate the Board around the different investment choices available and the likelihood of each investment outcome over different timeframes. We accounted for the tax free status of the PAF in our modelling to provide a realistic probability of outcomes, and we used proprietary software exclusively licensed to us here in Australia to back-test the portfolios and outcomes.
The result
The result
The process provided the Board with peace of mind, understanding and agreement on how to proceed with a different investment portfolio. The agreed investment mix is now one that is targeted to provide a minimum of five per cent return each year, as well as to restore the capital to its original value over time. This decision will ultimately help protect the sustainability of the PAF for the future.
