Prepare the association’s annual return to the state regulator after the AGM
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the AGM minutes, the financial statements presented and the association’s tier or size, populate the state annual return data from the firm’s validated sheet, calculate the lodgement due date from the AGM date, and note any exemption for ACNC-registered charities.
- What the lawyer must review
- The lawyer confirms the AGM was validly held and the financial statements presented, confirms the association’s tier or size and any ACNC exemption, and confirms lodgement by the due date.
- 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 AGM minutes, the financial statements presented and the association’s tier or size, populate the state annual return data from the firm’s validated sheet, calculate the lodgement due date from the AGM date, and note any exemption for ACNC-registered charities. |
| Lawyer | The lawyer confirms the AGM was validly held and the financial statements presented, confirms the association’s tier or size and any ACNC exemption, and confirms lodgement by the due date. |
Checklist
- Check the AGM date and quorum against the minutes and the rules.
- Confirm the association’s tier or size from the accounts.
- Confirm whether the ACNC exemption applies before omitting any state requirement.
Sources
- Service NSW, Lodge an annual summary of financial affairs: Tier 1 and 2 associations · 2026-10-18
- Consumer Affairs Victoria, Lodging an annual statement for incorporated associations · 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.