Advice & Education

Categories Advice & Education

A study of professional advisers in Australia. Australian Centre for Philanthropy and Nonprofit Studies, Brisbane, Qld 2016

Crittall, Marie, Scaife, Wendy A., & Boldeman, Stephanie (2016) A study of professional advisers in Australia. Australian Centre for Philanthropy and Nonprofit Studies, Brisbane, Qld

Since 2002, ACPNS has been surveying professional advisers to affluent Australians intermittently to seek their views and experiences around client and personal philanthropy. Why?: because professional advisers on finance, wealth management, law, accounting, taxation, estate management and beyond are an important nexus with people who have the capacity to channel significant funding into community need.

Overall, this study suggests a slight shift away from advising affluent clients on philanthropic matters. It also highlights some perceived lack of organisational and professional association support and the feeling of many advisers that they do not have the expertise yet to advise in this area. These results provide thought fodder for advisers, their organisations and sector bodies.

Download a copy from the following link:  http://eprints.qut.edu.au/93192/