Tools and templates

The RO Flower allows you to see at a glance the fact sheets, forms, templates and tools designed to help you comply with the requirements of the Fair Work (Registered Organisations) Act 2009.

The compliance calculator helps organisations, their branches, officers and members understand legislative deadlines.

• Declaration template
• Consent of authorised officer 
• Checklist of proposed rules
• Checklist: Alterations to rules of a registered organisation 
• Checklist: Application for registration employee association 
• Checklist: Application for registration employer association 
• Checklist: Application for registration enterprise association 

Checklists

• Annual return – Primary checklist – Organisation without branches
• Annual return – Primary checklist – Organisation with branches
• Annual return – Advanced checklist – Organisations without branches
• Annual return – Advanced checklist – Organisation with branches

Templates

• Annual return template – Organisation with branches
• Annual return template – Organisation with no branches

Guidance notes

• Corrupting benefits offences
• Disclosure obligations for bargaining representatives

Checklist

Officer and related party (ORP) disclosures checklist 

Guidance notes

• Disclosures and training required by Holders of Office
• Disclosures required by Organisations and Branches

Template

Officer and related party (ORP) disclosure statement

Checklist

Election checklist

Guidance note

Guidance for organisations and their branches where elections have been delayed

Templates

• Notice and statement of prescribed information – For office positions only
• Notice and statement of prescribed information – For office and non-office positions

Application forms

• Application for exemption from financial reporting obligations under Part 3 of Chapter 8
• Application for a certificate under section 269 – Reduced reporting requirements

Checklists

2024

• 2024 Financial report checklist – advanced assessment
• 2024 Financial report checklist – primary assessment

2023

• 2023 Financial report checklist – advanced assessment
• 2023 Financial report checklist – primary assessment

Model financial statements

• 2023-24 model financial statements
• 2022-23 model financial statements

Other sample documents

• Sample statement of loans, grants and donations
• Timeline planner for financial reporting

Reporting guidelines

• section 253 reporting guidelines – sixth edition These guidelines apply to each financial year of a reporting unit and commenced on 14 June 2024.
• section 270 reporting guidelines - fourth edition These guidelines only apply where a section 270 certificate has been issued for that financial year. A certificate can only be issued to an organisation:
  • which is a single reporting unit
  • where income was less than $100,000 for that financial year.

Application form

Application for exemption from financial training

Checklist

Requirements for approved financial training

Report

Interim report of the financial training audit 2019

Checklists

• Notification of changes checklist for one change
• Notification of changes checklist for multiple changes

Legislative summary

Notification of Changes – Summary and Historical Context of the Legislative Provisions

Template

Notification of changes to records

Guidance note

Duties of officers (including case summaries)

Officer Induction Kit

An induction kit for new officers. Please note that this document will be regularly updated and cannot be fully printed.

• Update about the Officer Induction Kit
• Officer Induction Kit (pdf)
• Officer Induction Kit (docx)

Application forms

• Application for registration as a registered auditor by an individual who is a registered company auditor
• Application for registration as a registered auditor by an individual who is not a registered company auditor
• Document A: Practical auditing and other equivalent experience
• Document B: Capability report
• Document C: Capability and supervisor declaration
• Document D: Auditor competencies logbook
• Application to notify of changes to registration

Guidance note

Applying to become a registered auditor - provides guidance on completing the forms.

Welcome pack

The auditor welcome pack is sent to all auditors upon registration by the General Manager.