Run an incorporated associations documents

• After the AGM checklist PDF (117.7 KB)
  After the AGM checklist DOCX (54.4 KB)
• Running an association factsheet PDF (376.6 KB)
• The cashflow template XLSX (13.8 KB)

Read about running an incorporated association.

Association records and registers

• Asset register template PDF (127.4 KB)
  Asset register template DOCX (33.4 KB)
• Conflict of interest register template PDF (126.2 KB)
  Conflict of interest register template DOCX (33.4 KB)
• Members register template PDF (126.1 KB)
  Members register template DOCX (33.3 KB)

Read about records and registers.

Meetings for incorporated associations

• Action items register template PDF (125.6 KB)
  Action items register template DOCX (34.1 KB)
• AGM agenda template PDF (150.8 KB)
  AGM agenda template DOCX (34.3 KB)
• AGM minutes template PDF (158.7 KB)
  AGM minutes template DOCX (35.1 KB)
• Committee agenda template PDF (160.5 KB)
  Committee agenda template DOCX (33.9 KB)
• Committee minutes template PDF (150.3 KB)
  Committee minutes template DOCX (34.5 KB)
• Proxy voting form template DOCX (33.7 KB)
• SGM agenda template PDF (144.0 KB)
  SGM agenda template DOCX (34.4 KB)
• SGM minutes template PDF (159.4 KB)
  SGM minutes template DOCX (35.5 KB)
• Types of meetings and how to conduct them factsheet PDF (464.9 KB)

Read about meetings for incorporated associations.

Change constitution or association name

• Amend a constitution statutory declaration PDF (215.8 KB)
  Amend a constitution statutory declaration DOCX (31.3 KB)
• Amending constitution checklist PDF (745.8 KB)
  Amending constitution checklist DOCX (55.6 KB)
• Annexure “A” to be affixed to the front page of the constitution DOCX (18.1 KB)
  Annexure “A” to be affixed to the front page of the constitution PDF (103.3 KB)
• Change of constitution application PDF (145.1 KB)
  Change of constitution application DOCX (67.4 KB)
• Constitution fact sheet  PDF (3.0 MB)
• Model constitution template PDF (216.7 KB)
  Model constitution template DOCX (32.6 KB)

Read about changing a constitution or association name.

Reporting requirements for your incorporated association

• Annual reporting obligations factsheet PDF (3.0 MB)
• Application for an annual return for an association PDF (143.1 KB)
• Application for an annual return for an association DOCX (67.0 KB)
• Financial return template PDF (118.4 KB)
  Financial return template DOCX (27.8 KB)
• Financial return checklist PDF (584.6 KB)
  Financial return checklist DOCX (56.6 KB)

Read about reporting requirements.

Risk management

• Disputes within an association factsheet  PDF (474.9 KB)
• Risk assessment template and matrix DOCX (38.1 KB)

Read more about risk management.