Not-for-Profits (NFPs) have the same level of accountability and require the same degree of robustness as large corporate and commercial operations, and the same rules apply to them, no matter what their size.

We recognise that not-for-profit organisations face increasing accountability requirements which has stretched their resources, especially for smaller organisations that do not have the resources to employ full-time quality assurance officers, or accounting professionals, or have the capacity to allocate staff across several projects.

For this reason, we created a specific service offering for NFPs which provides the same high level of expertise, care and diligence that we provide to our commercial clients but which recognises the resource constraints that many of these organisations are under while still managing to provide outstanding results for their customers.

Clients can select the capabilities they require from each of the function modules to create a bespoke services engagement that meets their requirements and budget. The services can change over time as clients’ needs evolve and diversify.

By engaging with Elderton NFP, charities, aged care providers, disability services, Aboriginal community groups, sporting associations and religious institutions can create robust governance and management processes that support and demonstrate their organisational capacity to deliver on their mission and community expectations.

Our offering covers:

  • Financial management systems Incl. invoicing and NDIS case management tracking
  • Contracts management
  • ACNC Compliance
  • HR Compliance
  • Company Secretarial and Governance benchmarking
  • Non-financial Reporting Systems– risk, culture, mission and values

Funds Management and AFSL Compliance

With over 18 years’ experience in providing AFSL compliance to stock broking, financial planning and funds management companies, our team’s skills and expertise are hard to match in Perth. We provide our clients with compliance assurance systems that automate control tasks and provide compliance dashboard reporting for boards and management.

Our offering covers:

  • AFSL application management
  • AFSL compliance monitoring
  • Responsible Entity compliance committee management
  • Responsible Manager and representative training
  • Authorised Representative reviews
  • Complaints Management
  • Privacy Compliance
  • Compliance systems implementation
  • AML/CTF programs and independent programme reviews