Managing a community organisation

Keeping records

Good record-keeping is essential to meet your reporting requirements to the organisation, funding bodies, clients, government and the community.

Community organisations that are incorporated in South Australia must make sure they record:

  • and explain the transactions of the association and its financial position
  • a public officer, who is the main administration contact person
  • minutes of all committee and general meetings.

Visit Accounts and audits for more detail about recording finances in community organisations that are incorporated.

You will also need to keep any records that are required under other relevant legislation or agreements that you have with funding bodies if you receive grants.

To ensure that you are keeping your records properly, you'll need to understand:

  • where it should be kept
  • how it is meant to be used.
  • what information is required
  • who is responsible for collecting the information
  • what procedure will be used collect the information
  • how long it must be kept.

Co-operative registers

Co-operatives must keep a formal register of:

  • directors
  • members
  • cancelled members
  • minute books.

Check schedule 2 of the Co-operatives National Regulations for details about other registers that are specific to your co-operative.

Location of registers

The registers must be kept in South Australia at:

  • the co-operative’s registered office
  • the main place of business
  • an office where the register is worked on
  • another place approved by Consumer and Business Services (CBS).

Notify CBS within 28 days if the registers are moved – late fees apply – and make sure the following are available in the same office for members to inspect:

  • co-operatives legislation
  • rules
  • minutes of general meetings
  • the last annual report
  • register of directors
  • register of members
  • registers of loans and credit

Other records

Records that your organisation may keep to ensure that your organisation runs as well as possible could include:

  • employee records
  • management committee records
  • volunteer records
  • client records.

Your organisation will also need to ensure that any personal information is collected, kept and used in a way that meets the requirements of privacy legislation.


Related information

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Page last updated 2 June 2017

Provided by:
Department for Communities and Social Inclusion
URL:
https://www.sa.gov.au/topics/family-and-community/community-organisations/managing-a-community-organisation/keeping-records
Last Updated:
02/06/17
Printed on:
26/09/17
Copyright statement:
SA.GOV.AU is licensed under a Creative Commons Attribution 3.0 Australia Licence. © Copyright 2016