November 8, 2019 9:00 am - 12:00 pm Deloitte Function Rooms Level 9, Grosvenor Place 225 George St, Sydney

To Get Rich and then Give…is Glorious. Aus-China Philanthropy and a Social Licence to Operate


Seminar: Friday 8 November | Sydney



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Sydney - Friday 8 November 2019 $140.00 $90.00

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Organised by Basis Point in association with Deloitte

Event Summary / 活动概况

In today’s tense geopolitical world, Chinese businesses and Australian ‘compradors’ are reassessing their ‘social license to operate’ (SLO).

A SLO is the public’s acceptance of the operating practices of a business. It’s not a regulatory requirement but an ethical one.

Its beating heart is based on legitimacy, trust and credibility.

And this heart is shaped by giving back to the community and a civic spirit…in a word, philanthropy.

But it is also shaped by history, by current affairs and by mainstream and social media, KOLs (key opinion leaders), and the geopolitical agendas of state actors.

This event explores the current status of China’s SLO and the role of philanthropy, “the love of humanity” (as distinct from charity), in shaping its beating heart.

To be discussed:

  1. The nature of philanthropy vs charity. History and culture in the East and West
  2. Chinese SLO in Australia – current assessment and outlook
  3. Defining charitable work/ identifying philanthropic causes
  4. Impact investment – objective, impact on society, return on investment
  5. Does philanthropy earn you a ‘Social license’
  6. Risks in politicising philanthropy
  7. Benchmarking the effectiveness of your SLO, philanthropy and impact investing
  8. Tax and other issues when establishing a charitable foundation
  9. To give is to receive. Legacy, love and life.


Sydney | Friday 8 November 2019 | 9:00AM – 12:00PM
Deloitte Function Rooms
Level 9, Grosvenor Place
225 George St, Sydney


Earlybird: $90 + GST (click here to register)
Regular Pricing: $140 + GST

Agenda / 会议议程

9.00 – Registration

9.20 – Welcome remarks. Michelle Hartman, Partner, Deloitte Private

9.25 – China’s SLO in Australia and the role of community and philanthropy. David Chin, Managing Director, BasisPoint

9.55 – Interview with Samuel B. Hordern, a seventh generation descendent of the Hordern family (retailing) on his philanthropic work

10.35 – Implementing philanthropy. Michelle Hartman, Partner, Deloitte Private 

11.05 – Closing comments

11.10 – Coffee break

12.00 – Close

Speaker Biography

Michelle Hartman

Michelle Hartman

Partner, Deloitte Private

Michelle Hartman is a Tax Partner with many years of experience providing commercial taxation advice to SMEs and small cap listed clients.

She works closely with family owned enterprises, particularly with succession planning and transitioning to the next generation (or not).

Michelle advises on a wide range of income tax/CGT and employment tax matters, including structuring for acquisitions and divestments.

She presents regularly for various professional bodies and is known for being very practical.

Samuel B. Hordern

Samuel B. Hordern

7th generation descendent of the prominent Hordern family

Samuel B. Hordern is the 7th generation descendent of the prominent Hordern family who came to Australia in 1825 pioneering the early retail industry with the formation of Anthony Hordern and sons. Eventually spanning 21 hectares, it was once the largest department store in the world.

The family expanded in agriculture, finance, fashion, sport and politics and its prominence in Sydney is seen through the naming of the Hordern Pavilion, Hordern beach, Hordern Oval at Cranbrook School among many others.

The Hordern family have also been benefactors for many philanthropic and community minded endeavours. These include being founders of the private schools Cranbrook and Kambala, running the Royal Agricultural Society for many decades and being the founders of the Australian Equestrian Association to name a few. Not widely known is the family’s philanthropic funding of the Mawson expedition to Antarctica more than a century ago. Mawson subsequently named Cape Hordern and Mount Hordern in Antarctica after the family.

Today, Samuel B. Hordern is active in the family’s philanthropic work in a wide range of sectors which will be discussed at the event

Sam is also a film maker and is involved in the Aus-China film sector building industry to industry relationships between the two countries.

David Chin

David Chin

Managing Director, Basis Point

David Chin is a China Futurist and founded Basis Point 20 years ago to provide insights, connections, and investment platforms for the Aus-China & Aus-Asia institutional, wholesale and high-net-worth investment community. His has become a ‘thought-leader’ in the Significant Investor Visa (SIV) and Chinese investment flows into Australia.

As a second generation Australian with a Malaysian-Chinese heritage, he is keen to facilitate greater engagement between recent Chinese/Asian migrants and expats with the wider Australian community.
His career background is in derivatives, futures and hedge funds, consulting to government and semi-government institutions and exchanges globally and in the Asia-Pacific. He was previously Head of Marketing at Sydney Futures Exchange (SFE), and is the author of Thy Fiefdom Comes, a fantasy/science fiction novel.

In association with


Deloitte is the brand under which thousands of professionals collaborate across a network of offices in Australia to provide audit, economics, financial advisory, human capital, tax and technology services. Our purpose is to make an impact that matters. We are driven by our desire to create positive outcomes for our clients, communities and people. Everything we do is with intent – the intent to make a meaningful difference.

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Event Location & Contact

Deloitte Function Rooms
Level 9, Grosvenor Place
225 George St, Sydney




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