About this form
The Annual Trustee Return form combines the Annual Trustee Return (ATR) and the Notice of Significant Event forms. When your ATR is due for lodgement, the dashboard will show the due date.
If your ATR is not due, the ATR dashboard will advise you accordingly.
How to complete your ATR
Step 1: Log in and navigate to your ATR
Log into your OIS portal and navigate to the Annual Trustee Return & Notifications menu on the Dashboard.
Review and complete the details under each submenu as necessary (per below steps). Note that details completed in your last ATR lodged, will be retained in the portal.
Step 2: Review your contact details
View your details on the Register of Trustees by clicking on the blue link on the page. Should you need to update any of the contact details, please select the blue pencil icon to edit the necessary fields. If no update to your contact details is necessary, go to the next question – Overseas Residency
Review and edit contact details fields.
When you update any of the fields shown above, there are several fields required on the bottom of the page to advise us of the date of the event and when you were aware of the event. These fields are mandatory.
Once you have reviewed the information select the green Save icon.
If no update was made to the page, select the back button.
Confirm any overseas residency periods
Please add any Overseas residency details if you have resided overseas at any time on or after 1 July 2022 by pressing the blue plus button.
Update/add any period you resided overseas and complete the mandatory fields at the bottom of the screen.
Once reviewed, press the green save button. If no updates were made press the back button.
Step 3: Update practice and memberships details
Review and complete details relating to your practices size and structure (by clicking the pencil), Professional Membership/s (by clicking the + symbol), and Public Practice Certificate (by clicking the + symbol) as required.
Please note that when adding/editing practice details the date of occurrence is a mandatory field even when NO is selected. When NO is selected, please enter the date of form completion in the date fields.
Step 4: Enter your insurance details
Professional Indemnity Insurance (PII) and fidelity Insurance details
Enter details of your professional indemnity and fidelity insurance (either by editing currently listed policies or by pressing the + symbol). Please ensure that a current copy of your certificate of currency is uploaded.
Please note once your insurance policy expires you can at any time go back into the insurance screen and update the insurance details while attaching the new certificate of currency.
Insurance claims and refusals
If you have not made any insurance claims or have not had any insurance refused you do not need to complete these tabs.
Disciplinary and other action
Please complete details of any disciplinary action, insolvency or disqualifications in Australia or overseas when necessary. If you have not been the subject of any of these actions, there is no need to complete the fields.
Please note that every reportable event requires completion of mandatory dates of event and awareness.
Step 5: Enter any other information and attach any other relevant documents
List any other prescribed events not otherwise recorded previously in your ATR. If you do not have any other information to disclose, there is no need to complete the fields.
Please note that every reportable event requires completion of mandatory dates of event and awareness.
Step 6: Review your ATR
If necessary, review all the information entered or amended using the Submission history menu.
Step 7: Submit your ATR
When you are ready to submit the Annual Trustee Return – navigate to the Submit Annual Trustee Return
Scroll down to the bottom of the page and select the green Submit button.
Notice of Significant and Other events
In accordance with sections 35-1 and 35-5 of the Insolvency Practice Schedule (Bankruptcy) and section 35-1 of the Insolvency Practice Rules (Bankruptcy), a Registered Trustee is required to notify the Inspector-General of certain events.
These events include changes to your name, your firm name, and contact details. Updates to your name and contact details will be reflected in the online Register of Trustees within 30 minutes.
Change to firm details can be done using this online form, however this will be updated manually by the Practitioner Management Officer upon form submission. Please contact rpo@afsa.gov.au if a change to firm details is not reflected in the online Register of Trustee within two business days.
Confirming your submission
Any changes and lodgements of your ATR are shown under the Submission History menu as outlined above. If your ATR is still outstanding for the period, the page will show your due date.
If during the process you need to return to the main reporting dashboard to navigate to a different sub-menu, you can select the Practitioner Dashboard breadcrumb at anytime to go back without saving your updates.
For any other questions or support please contact the Practitioner Management Officer on rpo@afsa.gov.au