Administration Seminar

2013

Deed of Agreement

RSL (NSW) and ATO

Who is covered by the Deed?

* RSL State Branch

* RSL sub-Branches

* Subsidiaries

What is the Deed’s purpose?

* To ensure RSL NSW complies with its taxation obligations

* To ensure RSL NSW continues to be tax compliant in the future

To meet the obligations RSL NSW:-

1. Comply with RSL NSW Constitution

2. Comply with the criteria and protocol set out in the Deed

3. State Branch to monitor compliance of its sub-Branches

4. Non-compliance by sub-Branches

What is RSL NSW’s Charitable Purposes

and Activities?1. Welfare activities in support of its members, veterans and their dependants

2. Payment of donations to approved RSL charities3. Commemorative activities

4. Promotion of RSL NSW Objects in the Community5. Expenditure in promotion of RSL NSW objects

What are the criteria for compliance?1. A record of the activities of the sub-Branch

2. Record of the number of volunteer hours involved in the activities3. Welfare and Pension Officers attend all sub-Branch meetings and report on activities

4. Sub-Branches shall create and keep a financial budget5. Statement of duties for Officers6. Record details of all donations

7. Cannot make unspecified accumulation of funds for future projects or accumulate excessive funds

What are the protocols?1. Each sub-Branch must comply with RSL NSW Constitution and the criteria

2. Minutes of sub-Branch meetings must record the activities of the sub-Branch that relate to the charitable activities3. Record any of the voluntary work4. Any payments, necessary accounting records and invoices5. Record of donations made6. Budget7. RSL State Branch review each year sub-Branch activities to ensure compliance with RSL NSW Constitution, the Criteria and Protocols

State Branch

Direct Deposits

Account Name - The Returned and Services League of Australia (NSW Branch)

Bank - Commonwealth Bank

Branch - Corner of Liverpool and Castlereagh Streets, Sydney, NSW

BSB - 062 016

Account Number - 0000 0741

What information to provide?

* sub-Branch CodeTemora = 8514

* N/M - New Member(s){Application Forms}

* R/N - Renew Member(s){Renewal Slips}

* T/D - Trade Debtor{No Paperwork}

Office of Liquor, Gaming and Racing

Administers Charitable Fundraising Act

Email – charity.inquiries@olgr.gov.au

Renewal of Authority of Fundraise

* Must include your last available audited financial statements

- Balance Sheet- State of Income and Expenditure- Auditor’s Report

* All organisations that hold a charitable fundraising authority must have their accounts audited annually

Thank You!