Annual return and notification of changes

Annual lodgment of information (annual return)

    

Fact sheets

Records to be kept by registered organisations

Records to be lodged annually by registered organisations

Annual return timeline (A visual summary of the key dates relevant to the annual return)

     
 

Templates

 Annual return template – Organisation with branches

 Annual return template – Organisation with no branches

     
 

Checklists

Primary

Annual return – Primary checklist  Organisation without branches

Annual return – Primary checklist – Organisation with branches


Advanced

Annual return – Advanced checklist – Organisations without branches 

Annual return – Advanced checklist – Organisation with branches 

     
 

Online learning

Digital Classroom – Annual returns

E-learning module – Annual return

     
 

Panel discussions

Online discussion about your annual return: 29 January 2021

     
 

Podcast

Episode 29: The annual return: Compliance simplified

Episode 11: Good governance in practice: record keeping and decision making

     
 

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Annual returns

     

Notification of changes

 

Fact sheets

Notification of changes fact sheet

     
 

Guidance notes

Quiz  Notification of changes 
     
 

Legislative summaries

Summary and historical context of the legislative provisions  notification of changes

     
 

Templates

Notification of changes template 
     
 

Checklists

Notification of changes checklist for ONE change

Notification of changes checklist for MULTIPLE changes

     
 

Online learning

E-learning module – Notifications of change

Digital Classroom – Notifications of change module

     

 

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Notification of change