The Australian Charities and Not-for-profits Commission



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The Australian Charities and Not-for-profits Commission Presentation to Centre of Excellence by Jennifer Dobell, Director of Business Services of Australian Charities and Not-for-profits Commission Implementation Taskforce 20 April 2012

Whole-of-Government reform Source: Department of Prime Minister and Cabinet

Where do we fit? PM&C Office of the NFP Sector National NFP Reform Council - Secretariat Oversight social inclusion agenda National Compact Manage National Volunteering Strategy Treasury - Policy development and legislation Australian Charities and Not-for-profits Commission Bill Better Targeting of NFP Tax Concessions & in Australia requirements Statutory definition of charity Reviews of» Governance arrangements» Fundraising regulation» Companies Limited by Guarantee

Australian Tax Office Non-Profit Centre ACNC Where do we fit? Endorsement for tax concessions» Income Tax exemption» Deductible Gift Recipient (DGR)» Fringe Benefits Tax exemption or rebate» GST Concessions» Refund of franking credits Registration of charities (including Public Benevolent Institutions) for Commonwealth purposes from 1 October 2012 Establish Reporting Framework and Information Portal Work with Commonwealth, State and Territory agencies to consolidate reporting and reduce compliance burden Work to Assistant Treasurer David Bradbury who reports to Treasurer

Early Decisions re ACNC Independent statutory body report to Parliament (through Minister) own appropriation Back office services from ATO including IT support and payroll MOUs to be developed with Taxation Commissioner to ensure budgetary and staffing independence Headquarters in Melbourne & presence in Canberra Budget of $53.6m over four years 2011 14 (including IT build)

Role of the Regulator Register charities (ATO apply tax concessions) Establish and maintain an up-to-date, publicly searchable register of charities Establish a one-stop-shop for charities -> apply for ABN, apply for charity registration, access Commonwealth tax concessions, and potentially access other services including state and territory tax concessions

Role of the Regulator Provide a report once, use often service for charities to assist in reduction of regulatory impost with co-operation of States/Territories Provide information and guidance for the sector Promote public trust and confidence in the sector Monitor compliance and investigate regulatory breaches

Regulatory Approach Light-touch, risk-based, evidence-based approach Emphasise mainstreaming; encourage public watchdogs; adopt dual track approach Provide information, guidance and education Use graduated powers, provide opportunity for self-correction Regulatory Principles: relevance, proportionality, consistency, transparency, timeliness.

What does this mean for charities? From 1 October 2012 all new charity registration will be through the Australian Charities and Not-for-profits Commission Charities currently endorsed by the ATO will be automatically registered with ACNC Ongoing eligibility will be reviewed following passage of the new charities legislation in 2013 Annual reporting to ACNC will be required of all registered charities from 1 July 2013 To reduce compliance burden, this information will be provided to other federal government agencies Information will be available to the public through the online portal from 1 July 2013 The broader NFP sector may need to register in the future - but not now

Who s In? Who s Out? 1. Estimated 600,000 Australian NFPs 2. Charities make up approximately 10% (around 54,000) of total NFPs 3. Initially, only charities captured by the ACNC legislation approximately 540,000 NFPs unaffected at commencement Source: 1. Productivity Commission Research Report January 2010 Contribution of the Not-For-Profit Sector - figures based on various sources (page 58) and are estimates only. 2. Australian Taxation Office Taxation Statistics 2008-2009.

Types of Charities 5,665 11% Charity by Type 933 2% 10,019 19% 37,156 68% Charitable Institution Public Benevolent Institution Charitable Fund Health Promotion Charity Source: Australian Taxation Office Taxation Statistics 2008-2009 represents active tax concession charities as at 31 October 2010

Reporting, Audit, Review Proportional reporting based on three tiers 1.Small - revenue up to $250,000 & not a DGR 2.Medium - revenue of up to $1 million if a DGR; or between $250,000 & $1 million if not a DGR 3.Large - revenue greater than $1 million Medium Entities - Financial Report to be audited or reviewed Large Entities Financial Report must be audited

Issues raised so far Support role of ACNC as national regulator, mindful of diversity of NFP sector Red tape reduction is critical Support tiered financial and governance reporting Need to work with other regulatory, government and intelligence agencies Must not forget needs of small charities, reliant on volunteers and located in remote areas Maintain mission and purpose

Where to from here ACNC Implementation Report released in May Recruitment Consultation on regulatory approach and Strategic Planning May-June ACNC Bill introduced - June Location 747 Collins St Melb from 16 June 3 Month transition: July October ACNC begins formal operation 1 October, 2012

Thankyou Comments or Questions? http://acnctaskforce.treasury.gov.au YouTube: http://www.youtube.com/acnctaskforce Facebook: http://www.facebook.com/acnctaskforce?sk=wall