Notify the charity regulator of changes to responsible people, name, address or governing document
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the board minutes, special resolutions, consents and the current Charity Register entry, list every notifiable change with its effective date, calculate the notification due date for the charity’s size, and populate the notification data for the Charity Portal from the firm’s validated sheet.
- What the lawyer must review
- The lawyer confirms each change actually took effect on the date recorded under the governing document, confirms the charity’s size for the period, decides whether any matter is a significant breach that must be notified within 28 days, and confirms lodgement.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the board minutes, special resolutions, consents and the current Charity Register entry, list every notifiable change with its effective date, calculate the notification due date for the charity’s size, and populate the notification data for the Charity Portal from the firm’s validated sheet. |
| Lawyer | The lawyer confirms each change actually took effect on the date recorded under the governing document, confirms the charity’s size for the period, decides whether any matter is a significant breach that must be notified within 28 days, and confirms lodgement. |
Checklist
- Confirm the charity’s size for the current reporting period before the due date is set.
- Check each change against an executed resolution or consent, not a draft.
- Decide separately whether any matter is a significant breach and record the decision.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Diary for notifying the ACNC of changes to charity details | Checklist | AI use Yellow | Diary of changes the ACNC notifying page says must be lodged, and whether the charity has 28 or 60 days, depending on size. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- ACNC, Notifying the ACNC of changes · 2026-10-18
- ACNC, Charity size · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.