Help with your annual review

At the end of each financial year, P&C treasurers must have their financial records looked-over by a third party. Here are some resources to help with this process.

We also run training on the review process to step Treasurers through it. 
If you missed this, You can watch online training workshop from 2020 (47 minutes, passcode 9^Pmu4K^).

Book swap - an alternative to paying for an auditor!

Council is facilitating a 'book swap' scheme for small P&Cs (gross receipts less than $400,000 pa) whereby two treasurers review each other's books to avoid paying for expensive auditors. We provide training to show treasurers how to do a financiial review of the P&C's accounts with whom they have 'swapped' books. If you'd like to be involved and be put in contact with treasurers to swap with, simply contact us.

Resources for P&Cs doing a 'book swap' (acting as an auditor for a small P&C):

  • Worksheet to step you through the process of reviewing the accounts a small P&C
  • Sample of reviewer's report to sign at the end of the review