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
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
From unemployed with a criminal record to accidental IT hero
Posted on 22 Apr 2026
When Gemma Kollios started at Success Works Partners as an admin assistant three and a half years…
Brittany Bloomer says it takes a village to raise a group of mothers
Posted on 22 Apr 2026
Sydneysider Brittany Bloomer has always been enthusiastic about communities, so when she found…
Charities making the switch from tin rattling to phone-tap fundraising
Posted on 22 Apr 2026
Charities – even the most old-school – are adopting smartphone payment technology as cash…
Why a strong culture of giving matters to Australia
Posted on 21 Apr 2026
Earlier today, federal charities minister Andrew Leigh delivered a keynote speech, 'Bequests,…
Getting the right people will be the best investment your organisation ever makes
Posted on 15 Apr 2026
Lately I’ve been spending a lot of time in interview rooms.
Right on target: Disability advocate's approach to community impact
Posted on 15 Apr 2026
Tania Sacco knows what it means to aim carefully. As a competitive archer who has represented…
Boards urged to close tech gap
Posted on 15 Apr 2026
Australian boards are being urged to strengthen their oversight of technology and artificial…
What do you do when the board is its own biggest HR problem?
Posted on 15 Apr 2026
Earlier this year, a nine-member board I worked with lost four of its directors on the same day. It…
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
Just like commercial organisations, not-for-profit organisations may be subject to fraudulent…
Investment Planning Policy
Boards are responsible for ensuring that the organisation operates within a responsible,…
Procurement policy
Purchasing decisions can have a big impact on an organisation’s finances, reputation, and…
Reimbursement Policy
Staff or volunteers may on occasion be required to pay expenses consequent on their employment out…