Foundations
PAF Minimum Distribution Calculator
Calculate your Private Ancillary Fund's mandatory minimum distribution under Australian tax law. PAFs must distribute at least 5% of net assets each financial year.
0%15%
This Year's Min Distribution
$25,000
Total Distributed (10yr)
$273,743
Final Assets
$609,497
Year-by-Year Projection
| Year | Start Assets | Min Distribution (5%) | Growth | End Assets |
|---|---|---|---|---|
| 1 | $500,000 | $25,000 | $35,000 | $510,000 |
| 2 | $510,000 | $25,500 | $35,700 | $520,200 |
| 3 | $520,200 | $26,010 | $36,414 | $530,604 |
| 4 | $530,604 | $26,530 | $37,142 | $541,216 |
| 5 | $541,216 | $27,061 | $37,885 | $552,040 |
| 6 | $552,040 | $27,602 | $38,643 | $563,081 |
| 7 | $563,081 | $28,154 | $39,416 | $574,343 |
| 8 | $574,343 | $28,717 | $40,204 | $585,830 |
| 9 | $585,830 | $29,291 | $41,008 | $597,546 |
| 10 | $597,546 | $29,877 | $41,828 | $609,497 |
The 5% Rule: Under Australian tax law, PAFs must distribute at least 5% of net assets to eligible DGR organisations each financial year. If your PAF's investment returns exceed 5%, the corpus grows over time while still fulfilling your giving obligations. At 7% returns and 5% distribution, your PAF grows over time.
Elevate manages your PAF distributions automatically
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