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ANZ Trustees programs - Private Bank & Trustees

ANZ Trustees programs

ANZ Trustees administers a number of specific granting programs. These are funded by discretionary charitable trusts, for which ANZ Trustees is the sole Trustee and which have the same or similar purposes.

The specific programs and projects aim to:

Programs with their own specific and separately printed guidelines

Medical research and technology in Victoria

This program provides funding in Victoria for:

  • basic clinical and biomedical research
  • clinically relevant research on major health problems.
More about Medical research and technology in Victoria
  • Some foundations that contribute to this program have specific interests related to cancer research and cardiovascular research and applicants with these areas of interest are encouraged to apply.
  • Grants will be given only for specific equipment, directly related to and required for nominated projects, and not for general equipment and needs of an organisation overall.
  • Funding is limited to projects in Victoria as this is a specific requirement of the contributing foundations.
  • Grants of up to $30,000 will be awarded.
  • Funding is given for one year only.
  • Scientific merit and excellence, as assessed by the Committee, is the crucial factor in success of applications.
  • Projects will not be funded retrospectively.

Preference is given to:

  • younger investigators, establishing new laboratories
  • novel ideas requiring seed funding, with the potential to develop further
  • applicants with projects related to cancer or cardiovascular conditions.

This program identifies that philanthropic funding can address the gap in funding for specialised equipment related to specific projects. Assessments and recommendations for funding are made by an expert panel. Grants are allocated based on the panel's judgment as to the quality of the science and the specific relevance of the equipment to the success of the project.

The closing date is 1 July of each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

ANZ Trustees children's medical research establishment grants in Queensland

The Trustees invite applications for grants for children’s medical research in Queensland. The one-off grants are for research programs being established by clinical researchers who will normally be at doctoral level and have commenced their first substantive career position in the past five years.

More about ANZ Trustees children's medical research establishment grants in Queensland

Applicants must clearly explain their clinical role and whether the position is full-time or part-time. Candidates must hold an appointment at a university or research institute in Queensland.

A specially appointed medical advisory committee (Queensland) recommends to the Trustee the allocations of funding.

The closing date is 15 April of each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

The application and referee reports must be emailed in pdf format to Charitable Trusts by 15 April each year.

The committee meets mid-year to consider applications. Applicants are advised by ANZ Trustees of the decision by the end of October.

How to report

ANZ Trustees medical research in Queensland program

The Trustees invite applications for PhD Scholarships in Queensland for up to three years. 

More about ANZ Trustees medical research in Queensland program

The Trustees offer scholarships for pediatric research, cancer research, heart research and other areas of medical research. Scholarship amounts will be based on National Health and Medical Research Council (NHMRC) stipend guidelines but may vary at the discretion of the Trustee.

The objectives of the program are to:

  • support excellence in medical scientific research in Queensland
  • build medical research capacity in Queensland.

A specially appointed Medical Advisory Committee (Queensland) recommends to the Trustee the allocations of funding.

The closing date is 15 April of each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

The application and referee reports must be emailed in pdf format to Charitable Trusts by 15 April each year.

The Committee meets mid year to consider applications. Applicants are advised by ANZ Trustees of the decision with respect to grants by the end of October.

How to report

The Trustees understand that institutions require PhD students to submit an annual progress report and/or final report on their work. Grant recipients may therefore submit a copy of this report to the ANZ Trustees Queensland Medical Advisory Committee.

Programs and projects that are applied to using the general grant guidelines

Accommodation and care for older people in Victoria

The program funds projects in Victoria which support older people through:

Preference will be given to projects in rural Victoria and those with demonstrated community support.

More about accommodation and care for older people in Victoria
Size of grants (approx) Closing date Tax requirements
$2,000 - 20,000 1 March and 1 September Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF).

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Charitable purposes in Tasmania

The program funds projects for general charitable purposes in Hobart, Tasmania which address an identified area of need in the community.

Preferred projects will display the following design:

More about Charitable purposes in Tasmania
Size of grants (approx) Closing date Tax requirements
$10,000-15,000 1 September Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF).

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

Charitable purposes in Regional Victoria

The Program is for general charitable purposes in Regional Victoria with preference given to the Goulburn Valley and Barwon Heads / Ocean Grove areas.

The Program funds projects with a focus on supporting families responding to a clearly defined need.

More about Charitable purposes in Regional Victoria

ANZ Trustees as trustee for the McEwen Foundation has formed a partnership with the Foundation for Rural and Regional Renewal (FRRR) to provide a small grants program for charitable purposes within the Goulburn Valley Region. The annual program makes grants of up to $15,000 each to deductible gift recipient (DGR) organisations within the Goulburn Valley region for projects that respond to demonstrated community need.

Please visit the FRRR website www.frrr.org.au for more information.

Size of grants (approx) Closing date Tax requirements

Options

  • Grants up to $15,000 (apply through FRRR)
  • Grants of $15,000 - $50,000 apply through ANZ Trustees
 1 September Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF), as well as Deductible Gift Recipient (DGR).

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Charitable purposes in Victoria

The Program funds projects in Victoria which aim to:

  • support disadvantaged families in the rearing and development of children
  • build the capacity of community organisations to strengthen and support the needs of family and community
  • support community arts/cultural programs that enable disadvantaged families to engage with community or services.
More about Charitable purposes in Victoria
Size of grants (approx) Closing date Tax requirements
$5,000 - $25,000 1 March and 1 September Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF) is required for all and Deductible Gift Recipient (DGR) is required for some participating trusts.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Community inclusion for the disabled in Victoria

The Program funds projects in Victoria which:

  • enable children with physical disabilities to gain access to mainstream community activities
  • provide access to work, education and mainstream community activities for people with physical, intellectual or psychiatric disabilities.
More about Community inclusion for the disabled in Victoria
Size of grants (approx) Closing date Tax requirements
$2,000 - 30,000 1 March and 1 September Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF).

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Disaster relief in Victoria

The Program funds projects in Victoria which contribute to disaster or emergency relief in a crisis situation.

More about Disaster relief in Victoria
Size of grants (approx) Closing date Tax requirements
$5,000 Submit a letter of inquiry Income Tax Exempt Charity (ITEC).

How to apply

Applicants should in the first instance submit the front cover of the application form and a letter of inquiry.

How to report

Victorian Aboriginal granting program

The Victorian Aboriginal granting program funds projects in Victoria that aim to directly improve the wellbeing of young children and their families, and/or build the capacity of organisations.

Preference is given to applications from community controlled organisations run by Aboriginal people for Aboriginal people.

More about Victorian Aboriginal Granting Program

This program:

  • commits to a participatory process that ensures projects are developed, owned and managed by local communities
  • acknowledges that there may be benefits from establishing equal partnerships and collaborative ventures
  • recognises a social model of health that integrates the cultural, social, emotional, spiritual and physical aspects of health for individuals and whole communities.
Size of grants (approx) Closing date Tax requirements
$5,000 - $80,000 Submit a letter of inquiry Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF).

How to apply

Applicants should in the first instance submit the front cover of the application form and a letter of inquiry.

How to report

National charitable initiative

The Program provides seed funding for initiatives or organisations that aim to assist a national strategic approach to an issue of need in the community.

More about National charitable initiative

Preferred initiatives will display the following characteristics:

  • defined timeliness or ‘ripeness’ of conditions in the operating landscape of the project
  • new partnerships that wish to develop a new approach to difficult issues
  • leverage potential or clearly defined impact that extends beyond the target group
  • a contribution to knowledge and practice in the sector of operation.

The program will not give favourable consideration to initiatives that include:

  • expansion of an organisation’s program or service within or between States or Territories
  • generic fundraising applications for established programs, activities or services.
Size of grants (approx) Closing date Tax requirements
$12,000 - $20,000 1 March Tax Concession Charity (formerly referred to as Income Tax Exempt Charity - ITEC) or Income Tax Exempt Fund (ITEF).

How to apply

Applicants should in the first instance submit the front cover of the application form and a letter of inquiry.

How to report

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