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Annual lodgment of information (annual return)
Notifications of changes
Refresher information: Annual returns (approximate duration: 23 minutes) Annual returns (approximate duration: 15 minutes)
Records to be kept by registered organisations (PDF 398.1KB)
Records to be lodged annually by registered organisations (PDF 316.6KB)
Annual return timeline (PDF 470.7KB) (A visual summary of the key dates relevant to the annual return)
Annual return template – Organisation with branches (DOCX 28.6KB)
Annual return template – Organisation with no branches (DOCX 28KB)
Primary
Annual return – Primary checklist – Organisation without branches (DOCX 149.1KB)
Annual return – Primary checklist – Organisation with branches (DOCX 202.8KB)
Advanced
Annual return – Advanced checklist – Organisations without branches (DOCX 151.3KB)
Annual return – Advanced checklist – Organisation with branches (DOCX 198.8KB)
Online discussion about your annual return: 29 January 2021
Notification of changes fact sheet (PDF 238.7KB)
Summary and historical context of the legislative provisions – notification of changes (PDF 185.8KB)
Notification of changes checklist for ONE change (DOCX 151.3KB)
Notification of changes checklist for MULTIPLE changes (DOCX 224.1KB)
Notifications of change