Annual return and notification of changes

Annual lodgment of information (annual return)

webinar  

Webinars

Refresher information: Annual returns (approximate duration: 23 minutes)
Annual returns (approximate duration: 15 minutes)

     
information  

Fact sheets

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 623.2KB) (A visual summary of the key dates relevant to the annual return)

     
long_document  

Templates

 Annual return template – Organisation with branches (DOCX 28.6KB)

 Annual return template – Organisation with no branches (DOCX 28KB)

     
Checklist_2
 

Checklists

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)

     
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Notification of changes

information  

Fact sheets

 Notification of changes fact sheet (PDF 238.7KB)

     
document  

Guidance notes

ROC Quiz  Notification of changes (PDF 228.4KB) 
     
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Legislative summaries

 Summary and historical context of the legislative provisions  notification of changes (PDF 185.8KB)

     
long_document  

Templates

Notification of changes template (DOCX 28.5KB) 
     
Checklist_2  

Checklists

 Notification of changes checklist for ONE change (DOCX 151.3KB)

 Notification of changes checklist for MULTIPLE changes (DOCX 224.1KB)

     
info  

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