Updating your AGM month or balance date on the register

How to request a change

New legislation for incorporated societies

Between 5 October 2023 and 5 April 2026 there are 2 Acts in force.

If your society —

  • registered for the first time on or after 5 October 2023, the Incorporated Societies Act 2022 (2022 Act) applies.
  • registered before 5 October 2023 and has reregistered since then, the 2022 Act applies.
  • registered before 5 October 2023 and has not yet reregistered, the Incorporated Societies Act 1908 (1908 Act) applies.

All societies record their current balance date on the Incorporated Societies Register. Societies registered under the Incorporated Societies Act 1908 (1908 Act) also record their AGM month on the register. This information is not displayed to the public, but it is used by the Registrar to help ensure your society files its annual financial statements – and if applicable its annual returns – on time. So, it’s important that the register has the current information.

If your society’s balance date is recorded in its set of rules or constitution, to change it you will also need to follow the process for amending your society’s rules or constitution.

To change your AGM month or balance date on the register, you must have:

  • a RealMe® login
  • an online services account with the  Incorporated Societies Register
  • authority to manage information on behalf of your incorporated society.

RealMe logins and setting up your online services account

Confirming your authority to manage information

Your society must also be up to date with the filing of all its financial statements (and for 2022 Act societies this includes its annual returns). If you need more time to file any outstanding statements or returns, please request an extension.

How to update your AGM month or balance date

  1. Log in to your online services account.
  2. On the dashboard, select your incorporated society from ‘My Businesses’.
  3. On the 'View Details' page, select the ‘General Details’ tab, then the ‘Change Balance Date’ button.
    1908 Act societies also have the option of selecting the ‘Change AGM Month’ button.
  4. Use the drop-down list to select the new ‘Balance date’
  5. If appropriate, 1908 Act societies can also select the new month for ‘AGM month’.
  6. Complete the signatory details and select ‘Submit’.

Once submitted, the changes are applied immediately.

Update details for a society

All help topics

Getting started on the register 7 guides

Find out about incorporated societies and the Incorporated Societies Register, and what's needed to register and maintain an incorporated society in New Zealand.

Searching the Incorporated Societies Register 2 guides

Find out how to search our registers for information about incorporated societies, and other entities

Starting an incorporated society 5 guides

To incorporate a society in New Zealand you must submit an application, along with the required documents, and pay a registration fee.

Reregistering under the 2022 Act 6 guides

To remain on the register, existing societies will need to reregister under the Incorporated Societies Act 2022 before April 2026

Running your incorporated society 7 guides

Once you’ve registered, you’ll need to keep your details on the register up to date, and follow the rules that apply to incorporated societies and how they are run.

Meeting your annual filing requirements 3 guides

Once you've registered your incorporated society, you'll need to file annual financial statements. Societies registered under the Incorporated Societies Act 2022 must also complete an annual return.

Keeping society details up to date 8 guides

Once you've registered your incorporated society, you'll need to file annual financial statements and update other society details when they change.

Ending an incorporated society 2 guides

When an incorporated society reaches the end of its 'life', it must be wound up and removed from the register. Here we outline the ways this can be done – by dissolving the society (1908 Act), removing the society from the register (2022 Act) or placing it in liquidation.

Restoring an incorporated society to the register 2 guides

An application can be made to us to have an incorporated society restored to the register, by the society itself, or by a creditor. You'll need to provide evidence to support your application.

Forms and fees 3 guides

The forms you might need to update a society's details, along with the fees that apply and ways you can pay.

Managing your online account 7 guides

To update society details on the Register of Incorporated Societies you need a Companies Office online services account. It's free to set up, but fees apply for some transactions.