We will work with you to assist minimising potential impacts to members where it is possible and appropriate to do so. All voluntary disclosures will be considered on a case by case basis in the context of your previous compliance history and level of engagement with us. If you identify a reporting or payment error, or you have difficulty meeting your obligations, contact us as soon as possible for help. The TAA prescribes a penalty regime for non-compliance, and this applies to superannuation approved-form reporting.

For example, an electronic file that reports information for many members but omits reporting the information for a single member is a failure to lodge for that member and may attract a penalty. Penalties will not apply for providing a false or misleading statement when you can demonstrate you took reasonable care. Show download pdf controls. Show print controls. Fund reporting protocol Using the superannuation fund protocol We have issued a protocol to give guidance to superannuation providers and their administrators to help them meet their legislated obligations for member reporting and other associated reporting obligations.

On this page: Terms we use What the protocol does Penalties for incorrect reporting Find out about: Member account reporting and validation Provision of member information Unclaimed superannuation money protocol Lost members register — protocol Contributions Amendments Successor fund transfer reporting Annual obligations and balance amounts Transfer Balance Cap protocol Terms we use When we use the term: provider in this protocol, we mean the particular super fund, approved deposit fund ADF or retirement savings account RSA provider member in this protocol, we mean a member of a super fund, a depositor in an ADF or the holder of a RSA employer in this protocol , we mean the person or organisation responsible for the members salary or wages relating to super contributions that were made.

What the protocol does This protocol: provides administrative guidance only and does not replace the law or technical reporting specifications includes an explanation of key terms contained in the law gives guidelines on practical administration and our perspective of industry best practice aims to encourage consistent practices and application of the super reporting obligations across the super industry other than self-managed super funds helps you so that when you act on the guidance provided and take into account your member's individual circumstances, you can decide whether your action is appropriate.

In scope This protocol is designed to be used by superannuation providers and their administrators to support obligations for: reporting through the member account attribute service MAAS reporting through the member account transaction service MATS unclaimed super money USM reporting transfer balance account reporting TBAR. Out of scope Providers' tax and superannuation obligations Tax and superannuation laws impose obligations to regulate and administer providers in particular ways.

As part of good corporate governance, the accounting and control systems you have in place should be designed to: ensure you are complying with your legal obligation to report member information in the approved form under Division of the TAA meet your obligations under the relevant superannuation laws meet your income tax obligations.

Deferrals Exceptional and unforeseen circumstances may impact your ability to lodge or pay by a due date and requesting a deferral may help. Track ESG metrics from GPs and analyze risk in a timely and consistent manner that enhances investment decisions. Enhance your reporting and operations by connecting iLEVEL to your data ecosystem, both upstream CRM and downstream books of record, custodians, etc.

via APIs and easy-to-use tools. Implementation Experts. We have the resources and expertise to get clients up and running quickly. Learn More. Our Best-in-Class Managed Data Services. Fund of funds leverage our Managed Data Services to give themselves more bandwidth to focus on managing investments and client expectations. Our Managed Data Services team collects and consolidates data from your GPs to assure your data is always there for you in iLEVEL — timely, accurate and secure.

Data captured includes capital calls, distributions, fund investment valuations, underlying fund holdings, portfolio company performance and operating metrics. Accountability Know the status of document processing in real-time with transparent tracking.

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This page is part of the online library of City Vision University. If you would like to go deeper, please consider taking one of our online courses. In this article, Brian Satterfield of TechSoup outlines the key ingredients of a grant report and gives 6 tips for writing effective grant reports. He also reviews several leading categories of report-writing software. By: Brian Satterfield.

Individual funders often provide specific guidelines as to what a grant report should contain, yet most funders will want to see detailed financial statements; information on the project's outcome or predicted results; and whether you delivered on the promises outlined in your proposal. How many reports a grantee must submit and how often they must do so also varies from one funder to another. If your organization has secured a one-year grant, for example, you might be asked to submit an initial report after six months and a final report six months later.

If, on the other hand, you've received funding for multiple years, you may be required to submit annual reports followed by a final report once the grant ends. Yet no matter what the guidelines or deadlines for your particular grant, you'll eventually need to sit down and explain to your funder how you spent all those dollars and cents.

Before you begin writing your report, it can be useful to know what information you should include, what steps you can take to make your report more effective, and what software you might use to get the job done. Most funders will require you to prepare a grant report; yet even if it's not mandatory, you should still submit one anyway. According to Susan Fox -- Certified Fund Raising Executive CFRE -- and author of the book Grant Proposal Makeover: Transform Your Request From No to Yes a well-crafted grant report can have a positive effect on the way funders view your organization and greatly increases your chances of receiving additional funding.

Fox also noted that information compiled for a grant report can later be repurposed to strengthen an organization's communication materials, such as annual reports and newsletters that are often mailed to major donors. Since no two funders are alike, you may be asked to follow very specific guidelines -- including what detailed information to include -- when preparing your grant report.

In fact, some funders go so far as to provide you with a template or list of questions to fill out, eliminating the need to create a report from scratch. Other times, however, you may be given little or no guidance.

While there is no one-size-fits-all approach to creating original grant reports, most should address the following key elements:. One of the most important items found in a grant report is a financial statement, which tells funders how you spent their money.

A financial statement should include all costs associated with the project, including staff and contractor salaries; equipment purchases; and travel expenses. Different funders will set different guidelines as to how detailed your financial statement should be, but in general, funders will want to see how closely the project's actual budget -- including both expenses and income -- matches the original budget found in your proposal.

Some funders may even request an audit of your financial records in order to double-check your statement, Fox noted, so be as thorough as possible. If your grant proposal contains some sort of quantifiable goal for example, "to offer computer training to area elementary school students" , your report should address whether the program yielded the desired results.

If you didn't meet your initial goals, offer the funder an honest assessment about what you think went wrong or what led to your miscalculation. A grant report should also speak to a project's overall impact, said Fox, who suggests highlighting measurable, positive outcomes. Numbers can be particularly helpful in this type of reporting, allowing a funder to see exactly how many people its money has helped.

In some cases, however, it might be difficult or impossible to accurately gauge a program's results. For example, if your organization's program is trying to prevent children from smoking, it may be too early to tell whether the program will be successful.

In such cases, Fox suggests stressing intermediate findings, such as what the children learned about smoking and how their attitudes toward tobacco may have changed.

Similarly, arts organizations might have trouble accurately conveying a program's successes because they are not necessarily trying to solve a specific problem.

Fox pointed out that an arts organization can help address this issue by including information such as how many people attended a concert and whether it received any positive critical reviews.

A grant report should also include information on the project's major takeaways, including unexpected challenges that your organization faced. Describing problems that you encountered and explaining how you think they can be solved shows funders that your organization will not make the same missteps with any future funding it receives.

To illustrate this point, Fox cites a hypothetical example of a nonprofit that starts an after-school youth program. Though the participating students all find the program to be beneficial, the number of students who enroll is less than what the grant proposal initially outlined. In such a case, the organization might realize that it underestimated the importance of outreach and should spend more time and money to publicize the program in the future. If a project has produced findings that could benefit your nonprofit's entire sector, funders may also be interested in hearing whether you plan to share this information with similar organizations and how you might go about distributing it.

If your program was a success, you will likely want to continue or expand it, meaning that you'll need to secure additional funding. Therefore, outlining an initial plan for sustaining the program can help convince funders to renew your grant or even give you a larger one if you have particularly ambitious goals in mind. A well-organized, compelling grant report can play a key role in persuading funders to continue funding your organization's programs. Though you should adhere to any specific guidelines a funder provides when preparing your report, the following tips may prove useful.

The easier it is for a founder to read a grant report and locate important information, the more effective it will be. To help guide readers through your grant report, you may want to consider highlighting major sections with bold-text headings and organizing key points into easy-to-read bulleted lists.

While Fox warns against overusing bold text and bullet points, she believes that, when used judiciously, they can be an aid to readers. If your project produced results or learnings that can be numerically quantified, you might consider visually expressing the information in a chart of a graph. For instance, if your organization provided technology training to 1, local senior citizens, you might want to use a pie chart to show the percentage of people your program helped educate.

Since a typical grant report might contain an abundance of statistics and numbers, displaying key successes or findings in a chart can help call attention to important points, though you should take care not to overwhelm the reader with too many visuals.

Fox believes that including anecdotes and testimonials from the people who benefited from the project can help make your grant report more engaging and effective. Depending on the type of funder that gave you a grant, you might also choose to enclose photos of your constituents in the report.

According to Fox, smaller family funders might find photographs very useful since they tend to make funding decisions based on a project's emotional impact. Just as most funders set a deadline for submitting grant proposals, they also place deadlines on when grantees should submit reports.

You should make every effort to meet this deadline, but if for some reason your report will be late, be sure to contact the funder. Most funders will have an understanding attitude regarding tardy grant reports as long as you give advance notice.

Though you may become immersed in small details when creating a grant report, don't forget to exercise a little common courtesy. Thanking the donor is not only the polite thing to do, but it increases your chances of securing future funding.

In most cases, preparing a grant report will require you to use at least one software application, although you may only need a word-processing application for simple reports. Below are a few applications that can be useful when preparing grant reports.

We've listed several examples from each category. org free. Microsoft Word or OpenOffice Writer word-processing applications can be used to prepare and format reports from scratch, while Microsoft Excel and OpenOffice Calc spreadsheet programs can be used to track finances; record hours worked; and build charts and graphs.

Unless you've outsourced accounting duties to a consultant, you will likely need some form of accounting software. If your budget is nonexistent, you might try: AceMoney Lite , a free program that offers features for tracking income and expenses and managing a budget. AceMoney Lite only allows you to work with one bank account, however, which could limit its usefulness to larger organizations. In addition to standard accounting features, such as the ability to tracks funds and prepare reports, this version of QuickBooks offers features specifically designed for nonprofit organizations, including those for tracking donors and preparing an IRS Form For a look at other general and nonprofit-specific accounting applications, read Idealware's article A Few Good Accounting Packages.

Crystal Reports Professional is designed to quickly pull specified information from your database and automatically generate a report. The application can create a variety of financial reports that detail such aspects as expenses, income, and payroll -- it can also help you design several different types of charts.

Note that because the various Crystal Reports applications can be complex and require your organization to have a database solution in place, they are most appropriate for nonprofits that need to routinely prepare very detailed reports and have access to knowledgeable IT staffers, volunteers, or consultants. After all, the more grant money your organization receives, the more people your organization can help.

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About This Site This page is part of the online library of City Vision University. Request Additional Information Email. You are here Home » Encyclopedia of Grant Writing and Fund Raising. An Introduction to Grant Reports Tips and tools for preparing reports for your funders By: Brian Satterfield.

The grant proposal you spent weeks writing has finally paid off, securing much-needed funds for your nonprofit's latest project. Yet even though you have acquired the grant, your obligation to your funders isn't over. Once your organization accepts a funder's money, you also accept the responsibility of preparing and submitting a grant report to them, letting the funder how you spent their money and what sort of impact your program or project has had.

The Importance of Grant Reporting Most funders will require you to prepare a grant report; yet even if it's not mandatory, you should still submit one anyway. The Key Ingredients of a Grant Report Since no two funders are alike, you may be asked to follow very specific guidelines -- including what detailed information to include -- when preparing your grant report. While there is no one-size-fits-all approach to creating original grant reports, most should address the following key elements: Financial Statement One of the most important items found in a grant report is a financial statement, which tells funders how you spent their money.

Results and Impact of the Project If your grant proposal contains some sort of quantifiable goal for example, "to offer computer training to area elementary school students" , your report should address whether the program yielded the desired results.

While many of these reports can be effectively summarized by reading the financial news, investors may want to check out its Economy at a Glance section to gain a quick all-in-one picture of the economy in a single location with enough data to differentiate it from traditional media. The Wall Street Journal is a leading provider of financial information and resources for U. newstudents cityvision. Leveraging its extensive database, Instant X-Ray provides basic portfolio characteristics at a glance, including asset allocation, geographic regions, and sector exposure. According to Fox, smaller family funders might find photographs very useful since they tend to make funding decisions based on a project's emotional impact. Sharpe Ratio Calculator.

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