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trustees

Audits and Finance

Sample Board Report for Hon.Treasurer

I’ve just become a Treasurer for a small group. Can you advise on what I should include in a Board report? Westpac (Australia)  have produced a helpsheet which provides a number of hints. <details> It is often helpful to circulate the report with Board papers before the meeting as this Read more

By NFP Editor, 4 weeks18 July 2026 ago
Administration

Fringe Benefit Tax and Charities

The rules on FBT and charities have been updated. See: Charities and fringe benefit tax  

By NFP Editor, 5 months9 March 2026 ago
Administration

How long must trust documents be retained?

This is an updated version of an earlier post Q: I would be grateful for information about any legal requirements that must be met with respect to the period of time that a trust must retain any documents, such as minutes of meetings, financial records, correspondence, etc A: We visited Read more

By NFP Editor, 5 years4 January 2022 ago
Administration

Policies for governing a non-profit

We have started a new non-profit group and realise that we need to develop some formal policies. Can you point us towards a resource which may help? Platform | Atamira  has published a very useful library of policies templates. While primarily aimed at mental health service providers, many of the Read more

By NFP Editor, 6 years22 June 2020 ago
Governance

Governance Training from Governance NZ

“Governance New Zealand Inc., (formerly Chartered Secretaries New Zealand Inc.), is New Zealand’s leading independent professional body with a sole focus on the practice of governance and is dedicated to providing leadership in the areas of governance, compliance and risk management. Members enjoy global recognition and are supported through ongoing Read more

By NFP Editor, 11 years18 June 2015 ago
Administration

Charities Guide – a resource for certified officers of charities

“This resource aims to help you understand the responsibilities of being a certified officer of a Registered Charity. It also provides information about Charities Services and the benefits and obligations of being a Registered Charity, answers some common questions, and recommends useful resources.” – Charities Services Download the Resource Kit Read more

By NFP Editor, 12 years5 September 2014 ago
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