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
Revamping DGR system would ease angst over tax on trusts: sector leaders
Posted on 05 Aug 2026
Charity sector heavyweights say a federal Treasury plan to introduce a 30 per cent minimum tax on…
Victorian leadership spill opens the door for NFPs
Posted on 04 Aug 2026
The political turmoil that has rocked the Labor Party in Victoria – and seen a new state premier…
How ESG can help NFPs understand impact
Posted on 22 Jul 2026
For many people, ESG sounds like corporate and business jargon. For not-for-profits, it might be…
Why banking on community is good business
Posted on 22 Jul 2026
Beyond Bank puts communities and social impact at the heart of what it does, but that’s just good…
Don't be an apology for the Not-for-profit Agenda
Posted on 22 Jul 2026
The Not-for-profit Agenda, airing at 12.30pm AEST on Thursday, August 20, is Community Directors’…
The Smith Family's research is the base for its social impact
Posted on 22 Jul 2026
New research from The Smith Family shows senior secondary school transitions are difficult and…
How does my board evaluate its impact when we have no time or money?
Posted on 22 Jul 2026
I once worked with an organisation that had become expert at keeping the lights on. Every year it…
When impact becomes the first casualty of mission drift
Posted on 22 Jul 2026
I spoke at the Social Impact Summit in Sydney this month on a topic that has been sitting with me…
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…
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…