Finance, legal and insurance

The social sector is a complex landscape, with many different legal entities, each of which comes with a long list of dos and don’ts! Compliance involves more than just risk management – especially when regulations still differ state to state. So you need trusted experts on your side, guiding through, irrespective of whether you are just starting out or well established.

On top of these obligations, it is also critical that you have the capability and capacity in place to stay on top of your finances. From petty cash to payroll, managing grant funds and audits, financial arrangement can also be complex – especially for volunteer-led organisations. And in today’s high-inflation environment, it’s more important than ever to be across your numbers.

Then there is the ever-changing world of insurance, which is essential to protect your organisation as well as those you support, particularly as we experience more and more cyber-security breaches.
In this increasingly complex world, harnessing the support of trusted experts can be a cost and time effective way to ensure you are meeting all your obligations, so you can focus on making a difference.

Contact our team

Call 1300 BENEFOLK (1300 236 336)

As a small and growing organisation (and dual entity social enterprise), we have needed a range of external support and Benefolk community is our go-to when we need that help. I am always blown away by the expertise, passion and support I receive. My latest need has been intellectual property legal advice, and I couldn't be happier with who we have been connected to.

Dr Alicia Kennedy,
Founder/CEO Cherished Pets Veterinary Care Service, Director Cherished Pets Foundation

Service Capabilities

  • Accounting / bookkeeping /payroll
  • Virtual and on-demand CFO service
  • Financial modelling
  • Budgeting and forecasting
  • Xero conversion
  • Unit costing
  • KPI and dashboard reporting
  • Income tax
  • BAS / IAS
  • Salary packaging services
  • Legal contracts / advisory
  • Incorporation and restructuring
  • Charity registration and ANC reviews
  • Legal contract development / advisory
  • Incorporation and restructuring
  • Social media law
  • Property and leasing legal advisory
  • Constitution and governance reviews
  • Directors and Officers duties
  • Company Secretary support
  • Mergers and acquisitions
  • Trademarks
  • Intellectual Property risk review / protection / disputes
  • Dispute resolution
  • Insurance review / advisory
  • Professional Indemnity Insurance
  • Insurance review / advisory

Why Benefolk for Finance, legal and insurance?

We believe when changemakers are empowered with the tools and support they need, they can make the lasting impact this generation demands of them and thrive.

Our finance, legal and insurance specialists are experts not just at what they do – but they know the social sector inside out. It’s a complex operating environment and they undertake regular professional development to ensure they keep up with the latest regulations and requirements. They also understand how ‘lumpy’ your income will be; that when you’re first starting out, funds will be really tight; and for larger organisations, the rules around declaring income are more complex.

They will partner with you to find creative ways to work through this and ensure that you have the funding you need, when you need it. They can also help you manage and protect yourself through appropriate insurances that are relevant to your needs and your specific activities, and the right legal protection. With our specialists beside you, you can make informed decisions that empower you to drive for the change you strive for.

Meet our specialists

Andrew Wilson

Ben Markovic and Tony Vitacca

Brendan Lucas

Cathryn Warburton

James Skiadas

Richard Hundt

Contact our team now to find the right specialist for your organisation.

Call 1300 BENEFOLK (1300 236336)

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