Records you should keep

Information you'll need to refer to

The details you’ll need to record and keep will depend on the size and structure of your society, and the activities it undertakes.

A register of members

The Incorporated Societies Act 1908 requires that every society keep a register of its members. For each member the register should record:

  • their name
  • their address
  • the date they became a member.

The Registrar may ask you to provide a list of all your members, and for that list to be verified by an officer.

Financial records

There are a number of documents and records you’ll need in order to complete your annual financial statements. These may include:

  • a numbered receipt book and duplicate copy
  • a bank deposit book
  • all current and used cheque books
  • all bank statements
  • all invoice and payment authorisations
  • a receipts and payments journal
  • a petty cash payments book.

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