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» Reporting requirements for charitable trust boards

Charitable trust boards must notify the Registrar of Incorporated Societies of certain information.
Answer the following questions. If you answer any of the questions with “No” or “Unsure”, make it a priority to find out the relevant information as soon as possible.

Yes Unsure
/No
Are your trustees or officers aware of the reporting requirements relating to:

  • financial accounts?
  • changing the board’s name?
  • changing the board’s registered address?
  • altering board rules (if permitted)?
  • registering the rule changes with the Registrar?

Learn more: Trusts and charitable trust boards

Are you aware of the reporting requirements relating to the Charities Commission?
Learn more: Trusts and charitable trust boards, Charities Commission

Remember to print this checklist out once you've completed it.

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