Everything You Ever Wanted to Know about NFPs, Tax and the ATO But Were Too...

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Morgan Stanley Wealth Management

Mawson Tebbutt Room, Level 26, Chifley Tower

2 Chifley Square

Sydney, NSW 2000

Australia

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Xponential and Morgan Stanley invite you, your Treasurer and CFO to attend our Lunchtime NFP Briefings.

Xponential and Morgan Stanley lunchtime briefings provide insights into issues relevant for chief executives and board members of charities and non-profit organisations. During the briefings, there are sector and market updates from Xponential Fundraising and Morgan Stanley, followed by a presentation from an expert speaker and ending with a facilitated discussion with the expert and guests.

Our expert speaker for this session is Melinda Knight, Manager, Not-for-Profit Centre & Private Wealth at the Australian Taxation Office who will share critical insights and the latest news from the ATO including the establishment of the newly created Not for Profit Centre, and provide an opportunity for attendees to ask questions in an intimate roundtable setting.

About the Speaker:

Melinda has spent the last eight years in the Charities and Not-for-profit space within the Australian Tax Office. The majority of this time has been as the technical leader of the NFP advice teams, which provides tailored advice on the ATO’s dedicated NFP information line. These teams also provide guidance and process applications for charity tax concessions and deductible gift recipients (DGR).

She has recently moved into a role to manage NFP policy and law with a focus on implementing the Government’s announced reforms for DGRs.

Melinda enjoys her role at the ATO as it provides an opportunity to work directly with the NFP sector to achieve the best tax outcomes and enable organisations to do what they do best – serve their community!

Cost: Free and includes lunch (please advise any dietary requirements)

This session has limited places with only one place available per organisation; register quickly for your chance to attend. We do have a waiting list and will advise accordingly should more places become available.


Comments from previous attendees:

“Informative, engaging, relevant and importantly interesting. What a great presenter. My favourite lunchtime presentation so far.”

“I have just joined a board for the first time so opportunities like this are very valuable to me.”

“It was a great opportunity to gain insights from experts and others in the not-for-profit sector.”

Date and Time

Location

Morgan Stanley Wealth Management

Mawson Tebbutt Room, Level 26, Chifley Tower

2 Chifley Square

Sydney, NSW 2000

Australia

View Map

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