ACNC AIS Lodgement
Annual Information Statement prepared, reviewed and lodged on time, every time. We never let an ACNC deadline slip — because a missed AIS can cost you your registration.
CoreACCOUNTANTS FOR CHARITIES & NFPs
We handle the compliance so you can get on with the mission.
Specialist accountants for Australian charities, not-for-profits, sports clubs and community organisations. ACNC, DGR, FBT, audits and grant acquittals — all the work your board shouldn't have to think about.
4.8 Google rating
10+ yrs serving the sector
Registered Tax Agent
4.8★
Google rated
10+ yrs
Sector experience
ACNC · ATO · ASIC
All compliance handled
TPB Registered
Tax Agent
SOUND FAMILIAR?
Generic accountants don't speak NFP.
01
The treasurer is drowning.
Your volunteer treasurer joined the board to serve the mission — not to wrangle ACNC reports, audit firms, FBT returns and grant acquittals. They're stretched, stressed, and the board doesn't know what they don't know.
02
Compliance keeps moving.
ACNC tiers. AIS deadlines. Audit thresholds. DGR maintenance. FBT caps. Salary packaging rules. ATO concessions. It's a moving target and missing it costs you concessions worth $15,900 per staff member per year.
03
Grants & reserves are a mess.
Restricted vs unrestricted funds. Grant acquittals due to different funders in different formats. Reserves policy not in writing. The board's asked twice — but no-one's brought it together cleanly.
We fix all three. A 15-minute call, no charge.
Call 0431 516 783WHAT WE DO
Everything your NFP needs. One firm. Fixed fees.
From ACNC AIS to DGR endorsement to audit prep — built around the way charities, sports clubs and community groups actually run.
Charity Financial Reports
Tier 1, Tier 2 or Tier 3 — Special Purpose or General Purpose. ACNC-compliant statements your auditor and funders accept first time.
Specialty Learn more →DGR Endorsement & Maintenance
Eligibility review, application drafting, evidence pack. And once endorsed — annual maintenance so the status sticks. Major fundraising unlock.
SpecialtyAudit & Review Preparation
Working papers, trial balance, reconciliations and disclosures — packaged the way auditors want them. We liaise with your audit firm so your board doesn't have to.
SpecialtyFBT & Salary Packaging
$15,900 cap (PBI/HPC), meal & entertainment cards, vehicle packaging, FBT returns. Major staff retention tool — set up and run correctly so the ATO doesn't claw it back.
Grant Acquittals & Funder Reports
Different funders, different formats, different deadlines. We standardise your grant tracking, prepare every acquittal, and make sure you stay in line for the next round of funding.
Fund Accounting & Bookkeeping
Restricted vs unrestricted funds tracked properly. Program-level cost allocation. Xero/MYOB set up the way NFPs actually need it — not the generic small-business default.
New Charity Setup
From the idea to the ABN. ACNC registration, tax concession charity (TCC) status, ATO endorsements, governance documents, board-fit constitution — the lot.
Incorporated Association Returns
State-by-state annual returns (NSW Fair Trading · CAV VIC · OFT QLD · ConsumerProtection WA · CBS SA). Plus AGM reporting, model rules updates, name changes.
Company Limited by Guarantee
For larger NFPs run as companies. ASIC compliance, director ID, member registers, special-purpose financials, ACNC-ASIC reporting alignment.
Treasurer & Board Support
Plain-English board reports, finance committee support, treasurer onboarding, governance training. We make your volunteer board look professional to funders.
Reserves & Sustainability
Reserves policy, financial sustainability indicators, scenario modelling. Show your board, your funders and your insurers that you'll still be standing in five years.
PLUS ALL OF THIS
Less obvious. Just as important.
The work that quietly keeps your NFP compliant, your concessions intact, and your board out of trouble.
Compliance & lodgements
- ACNC AIS lodgement & review
- Special & General Purpose Financial Statements
- Annual ATO endorsement reviews (TCC, ITEC, GST concessions)
- PBI / HPC status confirmation
- FBT annual returns & salary packaging reporting
- BAS / IAS lodgement (for GST-registered NFPs)
- Payroll, STP & superannuation reporting
- Workers compensation declarations
- State incorporated association annual returns
- ASIC company limited by guarantee returns
- ORIC reporting (Indigenous corporations)
- Refund of franking credits applications
Strategy & advisory
- Reserves policy drafting & review
- Financial sustainability scenario modelling
- Cost allocation between programs & admin
- Restricted vs unrestricted fund tracking
- Board financial training
- Treasurer onboarding & handover packs
- Finance committee terms of reference
- Risk register & internal controls review
- Conflict of interest & related-party policies
- Fundraising compliance & receipting
- Donor data management & receipt format review
Setup, structures & growth
- New charity ABN & ACNC registration
- DGR endorsement applications & evidence packs
- Tax Concession Charity (TCC) endorsement
- Income Tax Exempt Entity (ITEC) endorsement
- Constitution drafting / model rules alignment
- Incorporated association → company limited by guarantee transition
- Mergers & amalgamations of NFPs
- Subsidiary & trading entity structuring
- Auspicing arrangements & trust deeds
- Gift fund & public ancillary fund setup
- Xero / MYOB setup with NFP chart of accounts
- Grant tracking workflow setup (Hubdoc · Dext · Xero)
Not sure if you need any of these? 15 minutes on the phone and we'll tell you straight.
Call 0431 516 783HOW IT WORKS
Three steps. No jargon for the board.
-
1
Call us
15-minute chat. No charge. Tell us what your NFP does, who's on the board, where you are with ACNC and what's worrying you.
-
2
We plan
Fixed-fee proposal in writing. We map out what's due when, what's missing, what we'll do for you. You take it to the board with confidence.
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3
We handle it
ACNC, ATO, ASIC, audits, FBT, grant acquittals, treasurer support. Your board stays focused on the mission. We keep the compliance running quietly in the background.
WHY NFPs PICK US
Sector specialists, not generalists.
Most accountants do a bit of everything. We chose the not-for-profit sector on purpose — because the rules are different, the stakes are different, and the way your board reads a financial report is different too.
- NFP-specialist team. ACNC tiers, DGR pathways, PBI & HPC nuances, FBT cap mechanics, audit thresholds — we live and breathe sector compliance.
- Fixed fees, no surprises. Plans agreed in writing before we start. No hourly billing eating into restricted funds.
- Board-ready reports. Plain-English summaries your treasurer can present without translation.
- Powered by Ace Biz. Award-winning Sydney accounting firm. 4.8★ Google. A decade of Australian business behind you.
- Registered Tax Agents. TPB registered. CPA / IPA aligned. The credentials the ACNC, auditors and funders all expect.
- We pick up the phone. Volunteer treasurers don't have time to wait on email — neither do we.
4.8/5
Google reviews
$0
Cost of your first chat
$15.9k
PBI FBT cap unlocked
Fixed fee
Always. No hourly billing.
PRICING
Fixed fees, scaled to your size.
One annual number, written down before we start. Built around how the ACNC tiers your charity — so you're not paying for a service tier you don't need.
Small NFPs & community groups
Small NFP Package
From
$1,200
per year
- Best for charities with revenue under $500k
- Annual bookkeeping review & trial balance
- ACNC AIS preparation & lodgement
- Tier 3 financial statements (Special Purpose)
- BAS / IAS lodgement if GST-registered
- Annual TCC endorsement check
- State incorporated association annual return
- Treasurer support during prep
- Plain-English board pack
For incorporated associations, sports clubs, religious groups and smaller charities below the $500k ACNC threshold.
Call 0431 516 783
Most NFPs
Medium NFPs · DGRs · PBIs
Medium / DGR Package
From
$3,500
per year
- Best for charities $500k – $3M revenue
- Everything in the Small NFP package, plus:
- Tier 2 reviewed financial statements (GPFS-SD or SPFS)
- Review engagement coordination with auditor
- DGR maintenance & endorsement evidence
- FBT return & salary packaging support
- Grant acquittals (up to 4 funders per year)
- Restricted / unrestricted fund tracking
- Reserves policy review
- Quarterly board reporting templates
Large NFPs ($3M+, full audit required) and companies limited by guarantee quoted up front — fixed fee, never hourly.
Call 0431 516 783DGR endorsement applications, new charity setup, mergers, ASIC company conversions & one-off projects are quoted separately — always fixed-fee.
WHAT CLIENTS SAY
Real reviews. Real Aussie organisations.
Ankit and Manpreet always go above and beyond to ensure that exceptional results are achieved. Excellent knowledge and understanding of all tax related matters. Highly recommended.
Very reliable, efficient and professional service. Always easy to approach. Thanks to the team for constant support.
We've been absolutely happy with the quality of accounting, tax advisory and compliance. Always prompt and very professional. Always achieves better than expected results.
FREE DOWNLOAD
The NFP Annual Compliance Checklist.
Every lodgement, every deadline, every concession to confirm. The same checklist we run for the charities, sports clubs and community groups on our books.
- ACNC AIS — what to prepare, when it's due
- Financial reports — which tier applies to you
- Audit thresholds across the three ACNC sizes
- ATO concessions to confirm annually (TCC, ITEC, GST, FBT)
- State annual returns for incorporated associations
- DGR maintenance & receipt format requirements
- Reserves policy & sustainability checks
Get the checklist (free)
No email required
FAQ
Straight answers for boards & treasurers.
Do we really need a specialist NFP accountant?
If you're a registered charity, incorporated association or company limited by guarantee — yes. NFPs have their own reporting framework (ACNC), their own concessions (FBT cap, GST, income tax exemption), their own audit thresholds and their own donor receipting rules. Generalists miss things, which exposes your board personally to compliance risk.
What's the ACNC Annual Information Statement (AIS)?
The AIS is the annual return every ACNC-registered charity must lodge — due six months after your financial year end (so 31 December for a 30 June year-end). It captures your activities, beneficiaries, finances and governance. Miss it twice and the ACNC can revoke your registration, which takes your tax concessions with it.
Do we need an audit?
Depends on size. ACNC classifies charities as Small (under $500k revenue), Medium ($500k–$3M) or Large ($3M+). Large charities need audited financial statements. Medium charities need at least a review engagement. Small charities typically don't need either — though some state regulators or grant funders require it regardless of ACNC size.
What's DGR endorsement and can we get it?
Deductible Gift Recipient (DGR) endorsement lets donors claim tax deductions on gifts to you — a major fundraising advantage. Eligibility depends on your activities matching a DGR category (PBI, HPC, public library, environmental organisation, religious instruction, etc.). We assess eligibility, prepare the application and assemble the evidence pack.
How does FBT work for charities?
Registered Public Benevolent Institutions (PBIs) and Health Promotion Charities (HPCs) can salary-package up to $15,900 in concessional fringe benefits per employee per FBT year without FBT — plus a separate meal/entertainment cap. This is a huge staff retention tool. We set up the packaging, calculate FBT (if any) and lodge the return.
What's the difference between Special Purpose and General Purpose financial statements?
Special Purpose Financial Statements (SPFS) are simpler — fine for smaller charities with no external users beyond members and ACNC. General Purpose Financial Statements (GPFS) follow full Australian Accounting Standards and are required for larger NFPs or where there are external users (donors, funders, public). We work out which tier applies and prepare accordingly.
How much will it cost?
Plans start from $1,200 per year for small charities (revenue under $500k). Medium charities and DGRs start from $3,500 per year. Large charities requiring full audit prep are quoted up front. We're always fixed-fee, in writing, never hourly.
Where are you based and where do you service?
Office is in Norwest NSW 2153 in the Hills District. We service NFPs heavily across the Hills, Western Sydney and the Central Coast. Outside those areas? We work cloud-native — charities and community groups across NSW, QLD, VIC, WA and SA are welcome too.
WHERE WE WORK
NFP accountants for the Hills District & the Central Coast.
Based in Norwest, with strong roots across Sydney's community sector — and growing partnerships with NFPs on the Central Coast. We know your local councils, your service hubs and your funder ecosystems.
The Hills District & Western Sydney
Based in Norwest NSW 2153 — five minutes from Castle Hill, Bella Vista & Baulkham Hills.
Norwest
Castle Hill
Baulkham Hills
Bella Vista
Kellyville
Rouse Hill
Glenwood
Stanhope Gardens
Beaumont Hills
Box Hill
Dural
Galston
Cherrybrook
West Pennant Hills
Parramatta
Blacktown
Penrith
Marsden Park
Schofields
Central Coast NSW
From Gosford community groups to Wyong sports clubs. Cloud-native — we work over phone, email and Xero.
Gosford
Erina
Terrigal
Avoca Beach
Kincumber
Saratoga
Woy Woy
Ettalong Beach
Umina Beach
Kariong
Wyong
Tuggerah
The Entrance
Long Jetty
Bateau Bay
Killarney Vale
Berkeley Vale
Toukley
Lake Haven
Outside these areas? We work cloud-native — charities and NFPs across Sydney metro, NSW, QLD, VIC, WA & SA welcome.
Call 0431 516 783LET'S TALK
Stop firefighting compliance.
Start focusing on the mission.
15 minutes on the phone. No charge. We'll map out your ACNC obligations, your DGR options, your audit status and what's actually overdue — so you know exactly where you stand.
Call 0431 516 783
or send a quick message