1. A Constitution for your U3A Association
1.1 Template Constitution Click this link to download the Zip file (in PDF format and for editing, use either the MS Word file or the RTF file) Constitution Template as a ZIP file. Updated 15.10.2019
1.2 Commentary on the Template Constitution EXPLAINS THE PURPOSE OF A CONSTITUTION AND THE NATURE OF ITS CLAUSES. ANY CHANGES TO A CONSTITUTION REQUIRES A SPECIAL RESOLUTION AND MUST, IF PASSED BY THE MEMBERS, BE ACCEPTED BY THE NSW OFFICE OF FAIR TRADING.
Click this link to download the accompanying Commentary. Updated 16 August 2019
1.3 About Amending, Reviewing and Updating a Constitution The constitution of an association is a contract between the association and its members. The constitution must not only reflect the nature of the association but must also ensure that the rights of its members are protected. ANY CHANGES TO A CONSTITUTION REQUIRES A SPECIAL RESOLUTION AND MUST, IF PASSED BY THE MEMBERS, BE ACCEPTED BY THE NSW OFFICE OF FAIR TRADING.
Click the link to download this Memorandum. 17 November 2019
Note: For U3As outside of NSW, they will need to check compliance with local legislation.
2. Guide to Legal Duties of Committee Members
Click this link to download The Guide to Legal Duties of Committee Members Updated 29 August 2019.
3. Guide to Necessary Documents and their Retention
Click this link to download The Guide to Necessary Documents and their Retention. Updated 29 August 2019.
4. General Guide to Current U3A Copyright Licences.
Click this link to another page on this site to view important information on the management of Copyright in your U3A that is relevant to both U3A Committees and U3A Tutors.
Click this link to download an updated Guide to the Copyright Licences that are relevant to Member U3As of our Network. Updated 25.08.2020
5. Guide to Use of U3A Logo issued by The Third Age Trust
The Third Age Trust (U.K) has now issued guides on HOW THE U3A LOGO MUST BE USED by U3As throughout Australia.
Here are links to the two guides:
- Conditions of use of U3A logo, and
- The use of size, colour and fonts for Logo Usage.
ALL QUESTIONS SHOULD BE DIRECTED TO SAM MAUGER AT email@example.com with Cc. to firstname.lastname@example.org.
6. Further Guidance to Legal Matters
6.1 Insurance matters
Download the guide to Homebased U3A Courses/Liability
Information about the ONEMUSIC LICENCE.
Download the New Copyright Guide – ONEMUSIC [13.19.2019]
Download the Memo – ONEMUSIC LICENCE
Download the guide Are U3As Age Discriminating?
Download the guide to Disability Discrimination
Download the guide to Bullying and Dispute Resolution
6.4 Privacy Legislation
Download the guide to Privacy Legislation
6.5 COVID-19 Liability Implications
Download the Guide to COVID-19 The Liability Implications for Member U3A Committees.
Download a supplementary advice for U3A Associations on Planning of U3A activities, that maybe able to be resumed or may still be constrained by NSW Government Guidelines. This link describes situations that that may be similar to what U3A may utilise.
Download a COVID-19 AGE RELATED RISK ASSESSMENT. The guide will assist in your U3A’s evaluation of the risks associated with planning activities for your members. This resource factors in the dimensions of age and health into a visual matrix.
6.6 Guide to GST for U3A
Download the Guide to GST for U3A Associations regarding the requirement to pay or not pay GST according to the law.
Download the Addendum to Guide to GST (June 2020) for U3A Associations regarding the chosen approach to managing GST obligations as a not for profit entity.
7. Incorporated Associations
7.1 General Information and Links
The conduct of an incorporated association is governed by the Associations Incorporation Act 2009 No 7 – NSW and its Regulations. The government instrumentality that has responsibility for policing compliance is NSW Fair Trading.
Committee members have a duty to ensure that their U3A is conducted in accordance with the law . You must therefore familiarize yourself with the relevant law. The NSW Fair Trading website is an excellent starting point:
More detailed information can be found in the U3A Guides listed above and on the Not-for-profit Law website at https://nfplaw.org.au under the heading “Running an Incorporated Association in NSW”. This organisation also provides free legal advice.
If you are seeking tax advice including GST please read the advice provided by the Tax Department at https://www.ato.gov.au/
If you are seeking copyright advice, please check out Copying under the education licence recopying of text/images and for Music APRA AMCOS – FAQS for music issues including copying print sheet music. Both sites allow you to use Chat to ask a question.
7.2 Guide to the Role and Duties of the Treasurer
This guide will give Member U3A Associations background and referenced information the their duties and the duty of their treasurer in handling and reporting on monies received and expended.
Download the Guide to the Role & Duties of the Treasurer [October 2019]
7.3 About Serving the Notices for Meetings
This document is an alert for the attention of each U3A Network NSW Member Association Committee to plan the process of scheduling member meetings as required by their U3A Constitution. (Previously circulated by E-Bulletin)
Download the Serving Notices of Meeting [30 Jan 2020] document.