Risk management for treasurers
A risk is any event or action that harms your organisation's reputation or your ability to achieve…
Finance for treasurers
Help sheets
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
Comment: Australia’s philanthropic review suffers from a colossal blind spot
Posted on 01 Dec 2023
The Productivity Commission's draft report on philanthropy takes a deep dive into charities, but…
DGR tax rules 'not fit for purpose': Productivity Commission
Posted on 30 Nov 2023
The Productivity Commission has recommended an overhaul of tax rules to give thousands more…
Environment the number one concern of young Australians
Posted on 29 Nov 2023
The environment, discrimination, the cost-of-living crisis, and mental health are the key concerns…
Giving Tuesday counters Black Friday splurge
Posted on 28 Nov 2023
Hundreds of Australian charities and not-for-profits have adopted Giving Tuesday as a generous…
‘Death taxes’ would breathe new life into charities
Posted on 28 Nov 2023
Despite the political risk, it may be time for Australia to bite the bullet and introduce an…
Aussies remain generous in face of tough economic times
Posted on 28 Nov 2023
Charitable giving in Australia has fallen by a relatively modest 3% over the past year to $1.9…
People with purpose: Not-for-profits protecting the planet
Posted on 27 Nov 2023
Veteran social justice warrior Paul Bird is on a mission to harness the collective power of…
For most of us, the cost-of-living crisis is a moral panic, not an existential threat
Posted on 27 Nov 2023
There's no doubt many Australians are struggling financially. So why do the nation's poorest…
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…
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…