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Not for profit – self review

All not for profit organisations and registered charities are required to regularly check that the organisation has good governance and is meeting all tax and super obligations. The Board also needs to check that the organisation continues to be entitled to:

  • deductible gift recipient (DGR) endorsement
  • income tax exemption
  • other tax concessions.

To do this, the Board should complete a self-review of the NFP organisation either:

  • every 12 months
  • when the organisation makes changes to its governing rules or structure and activities.

To access and view the ATO self-review checklists and worksheets, click here

To access and view the ACNC self-evaluation tool, click here

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