Filing an annual return and financial statements
The information and documents you need to provide to us each year
Every year you need to provide us with a copy of the audited financial statements for the operator and other supporting documents.
At the same time you need to confirm that the information recorded on the register for your retirement village is correct and pay a fee. This is called an annual return.
In this guide
When your annual return is due
Your first annual return is due in the calendar year after your retirement village was first registered. After that your annual returns are due every year during your filing month. For example, if your village was registered in 2024, its first annual return will be due in 2025.
Assigned filing month
We assign your retirement village a filing month when it is registered. You can complete your annual return any time during that month.
The details you need to confirm
The information in the annual return must be accurate as at the date you complete the annual return.
If any of the following details have changed, make sure you update the register before you submit your annual return.
- Registered office address
- Address for service, if applicable
- Retirement village name
- Operator details
- Registered document details
- Land details
- Statutory supervisor, or
- any other material changes.
When you submit your annual return, you will also need to check the following details (and update them if needed):
- Contact phone number, and
- Contact email address.
The documents you need to provide to us
Your completed annual return form (RV2). This form includes the certificate referred to in Section 16 of the Retirement Villages Act 2003.
Your annual return must be accompanied by:
- A copy of the audited financial statements that comply with section 35B of the Retirement Villages Act 2003 (the Act) or, as referred to in section 35F of the Act, the audited financial statements that comply with subpart 3 of Part 7 of the Financial Markets Conduct Act 2013 or section 55 of the Financial Reporting Act 2013.
- A copy of the audited financial statements which comply with section 35C of the Retirement Villages Act 2003 (where applicable).
- A copy of the statutory supervisor’s certification addressed to the Registrar (where applicable).
Fees apply
Your annual return fee is based on the number of units you have.
We offer 2 payment options for paying fees (by card or direct debit). To pay by direct debit you will need to set up the direct debit facility several days before you apply to register your retirement village.
How to complete your return online
You will need:
- a RealMe® login
- confirmed authority with us to update the register for this retirement village, and
- card details or a direct debit to pay the fees.
If it is your first time updating details for a retirement village, you will be prompted for information to set up an online account with us.
For help check our guides
Step by step
Complete your annual return any time during your annual return filing month. Ensure that all information related to the retirement village on the register is accurate and current (for example, name, addresses, operator details).
- Log in using your RealMe login.
- Select 'Authorities' from the menu.
- Choose your retirement village from the list.
- Go to ‘In Progress Filing Services’.
- Edit the draft ‘Annual return’.
- Upload the documents, including:
- your completed and signed annual return form (RV2)
- your audited financial statements, and
- if applicable, the statutory supervisor’s certificate.
- Confirm the details on the register for your village.
- Submit your annual return and pay the fees.
- Wait for the payment confirmation before closing the window.
Find out what payment options are available.
We will email you confirming that your annual return has been submitted. We will then review your return and contact you if we have any questions or need any further information.
If we register your annual return, we will confirm that by email. If we reject it, we will email you and outline the reasons why.
You can check the status of your annual return by logging into the Retirement Villages Register. Choose the ‘Filing Services’ option to view any register updates that are in progress. If your annual return status shows as ‘Draft’ you can edit it by choosing the drop-down arrow alongside the filing service.
Check the status of an updateLast updated September 2025