Task

By Who?

By When?

Prepare financial statements & arrange audit/review

ACT Parents guides can help. Some P&Cs are eligible for the book swap program. 

see Audit Help and Section 11 of the Treasurer’s Handbook.

Treasurer

Reviewer report must be signed at least 2 weeks before AGM

Prepare AGM notices, reports & call for nominations 

ACT Parents AGM Preparation Guide.

See AGM Information Sheet and preparation checklist.

Secretary & President

2-3 weeks before AGM (but check your constitution)

After the AGM (Feb - May)

Complete role handover  

Ensure access to file storage, email accounts etc 
Use ACT Parents handover checklists and guides to roles. 

See Handing Over for tips and templates to quickly create useful handover notes

All Committee

ASAP after the AGM

Report to Government

For most P&Cs this will mean submitting an Annual Information Statement to the ACNC 

See Reporting to Government.

Secretary

Before end of June 

Update your committee details with ACT Parents

Via actparents.org.au.

Complete online.

Secretary

ASAP after the AGM

Update bank account signatories 

ACT Parents guides can help. 

See Section 6 of our Treasurer’s Handbook and tips in this article.

Treasurer to coordinate

ASAP after the AGM

Mid-year

Renew insurance policy 

Fill out renewal/declaration forms to detail your needs, then pay invoice. ACT Parents guides can help. 

See Section 13 of the Treasurer’s Handbook.

 Treasurer                     

Renewal forms due 31 May
Pay by 30 June

Pay ACT Parents Membership  

Renewal invoices sent early term 3. 

See more about membership.

Treasurer

Pay by mid-August