Auditors and assets
In most Australian states, incorporated associations are required to have their accounts audited…
Finance for treasurers
Our financial resources have been developed with our alliance partner Commonwealth Bank to give not-for-profit organisations access to tools and resources to help improve their financial management, and better and more cost-effective banking solutions.
Help sheets
Budgeting for treasurers
Budgeting is simply the process of planning your organisation's finances for a specified period,…
Financial management and your community group
In a not-for-profit organisation the board or committee of management is ultimately responsible for…
Glossary of financial terms
The glossary of financial terms has been developed to give quick access to definitions of some of…
Keeping the books
The terms 'bookkeeping' and 'accounting' are often used interchangeably, but they have different…
Record-keeping for treasurers
A computer system is not a substitute for paper records. Make sure you keep a hard copy audit trail…
Members Only
Reviewing your bank
Whether you're choosing a banking partner for your organisation, or have been with your current…
Risk management for treasurers
A risk is any event or action that harms your organisation's reputation or your ability to achieve…
Articles
$5000 goes a long way for clever treasurers
Posted on 08 Sep 2020
One of Australia’s best community treasurers, Mark Floresta, is upbeat about the possibilities for…
New accounting rules for not-for-profits
Posted on 10 Feb 2019
Not-for-profits will need to revise their approach to assessing income following the introduction…
Study takes pulse of not-for-profits’ financial health
Posted on 16 Sep 2019
Australia’s not-for-profits are almost evenly split between thriving organisations and battlers…
Top treasurers reveal their tips for surviving COVID shocks
Posted on 09 Dec 2020
Australia’s best community treasurers say riding out the tough times requires the kind of creative…
Checklists
Five financial questions for not-for-profits
Knowing how to assess an organisation's finances is something that many people without accounting…
Members Only
Making sure your annual report is complete
Once you have completed your annual report, use the following checklist to make sure you haven't…
Members Only
Nailing the treasurer's report
Whether you're a veteran or have just recently been appointed treasurer of your not-for-profit…
Members Only
Preparing for bequests
Use this checklist to help determine if your organisation is ready to establish a wills/bequests…
Policies
Budget Planning Policy
Boards are responsible for overseeing the budget of the organisation and for ensuring that the…
Delegations Policy
This policy sets out the circumstances under which the Board may delegate its responsibilities.…
Financial Controls Policy
Finances and financial transactions, including credit cards, cheques, and petty cash, if properly…
Fraud Risk Management Policy
If you've come looking for this policy we're sorry to say that it's in need of a service, and…
Investment Planning Policy
Boards are responsible for ensuring that the organisation operates within a responsible,…
Reimbursement Policy
Staff or volunteers may on occasion be required to pay expenses consequent on their employment out…