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
- used cheque books
- all bank statements
- all invoice and payment authorisations
- a receipts and payments journal
- a petty cash payments book.
Related articles
Other guides in
Running your incorporated society
- Your responsibilities as an incorporated society
- Complying with your society's rules
- Holding meetings
- Restrictions on money-making activities
- Entering into contracts
- Using our Constitution Builder tool to draft or revise a society’s rules
