We do not charge a fee to establish a sub-fund.
Foundation SA charges a Fund Management Fee for all Funds within our Foundation. These fees go directly back into our community, supporting our two core activities:
Donor support – ensuring we have the necessary resources to provide fiscal responsibility in grant due diligence, donor education, research, reporting, compliance and other activities.
Growing giving in South Australia – increasing the awareness of the need in our community and growing the number of people who give back in South Australia.
Fees are based on a cumulative tiered structure and are assessed and deducted monthly based on Fund balances.
The breakdown of the Fund Management Fee structure is as follows:
Sub Fund Fees #
Sub-funds are charitable accounts for individuals, families, groups and organisations who want an easy way to give strategically.
The breakdown of the administration fee is as follows:
| Balance | Annual Fee |
| Gumnut Accout (up to $20,000) | 1.2% |
| Assets up to $500,000 | 2.2% |
| Next $500,000 – $1M | 2.0% |
| Next $1M – $2.5M | 1.0% |
| Assets over $2.5M | 0.5% |
Gumnut Account Fees #
Gumnut Accounts provide an easy way to start growing a Named Fund.
| Annual Fee | |
| Assets up to $20,000 | 1.2% |
Viewing your fees #
Deducted fees can be viewed in monthly statements in your Fund Portal. If you have any questions or are having trouble viewing your fees, please contact us.
Additional fees #
Funds that require additional administrative support for activities such as research, flow-through grant making or fundraising may incur additional fees. We negotiate additional charges on a case-by-case basis before any work is undertaken.
