< Meet the Team

Cathy Braun

Partner – Taxation


Bachelor of Commerce
Member of Chartered Accountants Australia and New Zealand

Cathy has many years of experience in taxation consulting with a variety of clients, including SMEs, larger corporates, international entities and charities.

Her role includes leadership, training and consulting. She undertakes significant business consulting in the areas of CGT (including small business concessions), restructuring, international taxation, tax consolidations and GST. She assists charities in a variety of ways, including structuring, registrations, GST and accessing the various tax concessions.

Cathy enjoys tax research and loves finding solutions for clients and helping them achieve more tax effective outcomes.

Get in touch with Cathy through our contact page.

When out
of the office

Interests

Gardening, reading, walking and spending time with the family.

Cathy and her husband enjoy walking most weekends, preferably with the dog. When she has the time, she likes to get out in the garden or curl up with up good mystery book.

Favourite Holiday Destination:

Over summer, you’ll find Cathy and her family at the beach, either Rye or Torquay. Cathy also likes to spend time visiting family interstate. And if they only have a few days, they love exploring the Victorian forests and the Daylesford area.

Cathy Braun's Articles

Changes to Charitable Giving Funds

The Federal Government has announced changes to the minimum annual distribution requirements for both Public Ancillary Funds (PuAFs) and Private Ancillary Funds (PAFs), lifting the minimum distribution rate to 6% of net assets per year for both fund types. Overall, this is good news for the charitable sector. The aim is to increase the amount […]

PBI or HPC? Understanding which charity type fits your mission

If you’re leading a charity or not-for-profit organisation, you might have heard the term Public Benevolent Institution (PBI). But what does it mean and is it the right fit for your organisation? This article explores what defines a PBI, how it differs from a Health Promotion Charity (HPC) and the key factors to consider when […]

What the ACNC’s updated PBI guidance means for your organisation

The Australian Charities and Not-for-profits Commission (ACNC) has just updated its Commissioner’s Interpretation Statement on Public Benevolent Institutions (PBIs) – a key document that explains how the ACNC decides whether an organisation qualifies as a PBI.  This update follows the recent Federal Court decision in Equality Australia Ltd v Commissioner of the ACNC and brings […]

NFPs: It’s Time to Complete Your Self-Review Return

The 31 October deadline for lodging your Not-for-Profit (NFP) self-review return is fast approaching. Staying on top of it keeps your organisation compliant, transparent, and stress-free.  The ATO Self Review Return allows taxpayers to check their lodged tax returns for errors or missed deductions and request amendments if needed. Completing a self-review helps ensure accuracy, […]

Should You Start a Charity?

  Here’s What You Need to Know Before Taking the Leap  Starting a charity is a great way to make a lasting impact on the world. The idea of building an organisation dedicated to solving a problem or supporting a cause can be incredibly fulfilling. But as with any meaningful endeavour, the journey of starting […]

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