Understanding travel expenses
While volunteer board members may not expect to be rewarded for their services, the absence of any…
Community Finance Centre
Community Finance Centre
Resources
Help sheets
Spread the load to build financial sustainability
You're a mission-focused organisation, and your mission is long term. Your funding and your funding…
The role of the Treasurer
What makes people become treasurers of community organisations? Some gravitate to the role because…
Budgeting for treasurers
Budgeting is simply the process of planning your organisation's finances for a specified period,…
Record-keeping for treasurers
A computer system is not a substitute for paper records. Make sure you keep a hard copy audit trail…
Useful financial sustainability indicators for not-for-profits
One way that your organisation's board can help keep track of the organisation's financial risks is…
Members Only
Reviewing your bank
Whether you're choosing a banking partner for your organisation, or have been with your current…
Assets register
An asset register allows you to keep track of your assets and provides a fair estimate of their…
Risk management for treasurers
A risk is any event or action that harms your organisation's reputation or your ability to achieve…
Budgeting for special events
When you're working on your special event budget, you will need to be able to track every dollar…
Auditors and assets
In most Australian states, incorporated associations are required to have their accounts audited…
Fundraising trends you’ve got to know about to survive tough times
In a tough fundraising environment, we asked the experts what not-for-profit and community leaders…
Checklists
Members Only
Making sure your annual report is complete
Once you have completed your annual report, use the following checklist to make sure you haven't…
Members Only
Nailing the treasurer's report
Whether you're a veteran or have just recently been appointed treasurer of your not-for-profit…
Members Only
Treasurer's checklist: Can your group be trusted with money?
If you're asking for grants, you have to be able to guarantee you can handle the money. The…
Special Events Budgeting
You need to be absolutely meticulous in budgeting and accounting for a special event. You need to…
Members Only
Preparing for bequests
Use this checklist to help determine if your organisation is ready to establish a wills/bequests…
Five financial questions for not-for-profits
Knowing how to assess an organisation's finances is something that many people without accounting…
Policies
Budget Planning Policy
Boards are responsible for overseeing the budget of the organisation and for ensuring that the…
Delegations Policy
This policy sets out the circumstances under which the Board may delegate its responsibilities.…
Financial Controls Policy
Finances and financial transactions, including credit cards, cheques, and petty cash, if properly…
Fraud Risk Management Policy
If you've come looking for this policy we're sorry to say that it's in need of a service, and…
Investment Planning Policy
Boards are responsible for ensuring that the organisation operates within a responsible,…
Reimbursement Policy
Staff or volunteers may on occasion be required to pay expenses consequent on their employment out…
Advice Guides
Not-for-Profit Treasurers' Awards
The Commonwealth Bank Not-for-Profit Treasurers' Awards are designed to provide the recognition that our unsung community Treasurers deserve.
Not-for-Profit Finance Week
Not-for-Profit Finance Week brings together an exciting line-up of leading experts to share knowledge and wisdom in key areas of governance, fundraising, innovation and cybersecurity.