Members Only
Reviewing your bank
Whether you're choosing a banking partner for your organisation, or have been with your current…
Finance for treasurers
Help sheets
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Risk management for treasurers
A risk is any event or action that harms your organisation's reputation or your ability to achieve…
Special Events Budgeting
You need to be absolutely meticulous in budgeting and accounting for a special event. You need to…
Strategic planning for treasurers
Strategic planning comes before budgeting. The treasurer should be involved in the overall business…
The role of the Treasurer
What makes people become treasurers of community organisations? Some gravitate to the role because…
Top treasurers’ tips for turbulent times
Australia’s best community treasurers come from a range of not-for-profits and every corner of the…
Understanding travel expenses
While volunteer board members may not expect to be rewarded for their services, the absence of any…
Articles
How to communicate with clout
Posted on 15 Sep 2021
As the head of a small organisation with "big ambitions", former ABC broadcaster and accomplished…
Red tape is choking the community sector just when we need it most
Posted on 06 Sep 2021
When you hear the word ‘charity’, what’s your first thought? I’d suggest that ‘charity’, like…
Workplace vaccinations a prickly business
Posted on 25 Aug 2021
The urgency to get Australians vaccinated continues to grow and begs the question for…
Looking for your piece of the funding pie?
Posted on 24 Aug 2021
Pressure on not-for-profit organisations comes from all quarters: shifting government’s priorities,…
‘Recovery’ reveals path out of pandemic
Posted on 23 Aug 2021
Policymaker, public servant, and author Andrew Wear is sick of problems and is hell-bent on finding…
Diploma powering a new generation of leaders like Yasmine Poole
Posted on 18 Aug 2021
Yasmin Poole, 22, is part of the next generation of not-for-profit leaders studying with the…
Top treasurers awarded for hard work and financial wizardry
Posted on 12 Aug 2021
Australia’s best community treasurers come from a range of not-for-profits and every corner of the…
Proposed code on charity donations is an unnatural disaster
Posted on 28 Jul 2021
Every now and then in Australia something goes badly wrong for a not-for-profit in full view of the…
Checklists
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
Preparing for bequests
Use this checklist to help determine if your organisation is ready to establish a wills/bequests…
Members Only
Treasurer's checklist: Can your group be trusted with money?
If you're asking for grants, you have to be able to guarantee you can handle the money. The…
Advice Guides
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…