ASIC · Pre-Fill

ASIC Form 201 · Pre-Fill Worksheet

A single, printable worksheet containing every value needed to lodge ASIC Form 201 (Application for Registration as an Australian Company) for Life Without Debt Ltd, together with a lodgement-day checklist. Designed to be printed, blanks completed in ink, and handed to a registered ASIC agent or the promoters' accountant for online lodgement.

DRAFT v1.0 · Not to be lodged without solicitor green-light
Two documents, distinct purposes

The Form 201 Content Brief is the reasoned, annotated version — it explains why each field takes the value it does. This worksheet strips out the commentary and gives only the values, in the order Form 201 presents them, so the lodging agent can complete the online form in one sitting.

Worksheet — Every field, in Form 201 order

§ Field Type Value
1.1Type of companyselectPublic company limited by guarantee (s.112(1) Corporations Act 2001)
1.2Proposed company classselectPublic — limited by guarantee
2.1Proposed company nametextLife Without Debt Ltd (name availability confirmed via ASIC name check [date of check])
2.2Preferred abbreviated nametextLife Without Debt
2.3Reservation number (if reserved)optional[Form 410 reservation number, if used]
2.4Will the company omit "Limited" from its name in reliance on s.150 Corporations Act?Y/NYes — supported by Constitution clauses 4, 5, 6, 7 and 26–29 (charitable purposes; non-distribution; wind-up transfer to another charity with similar purposes). See Constitutional Design Paper Decision 1.
3.1Registered office — addresstext[Street address, suburb, state, postcode]
3.2Registered office — occupier's consent (if company does not occupy)Y/N + attach[If applicable: signed consent-to-occupation letter attached]
3.3Hours the office is open to the publictext9:00 am – 5:00 pm, Monday to Friday (excluding public holidays)
4.1Principal place of businesstext[Same as 3.1 unless different]
5.1Director 1 — full legal nametextLaurence Hugo (Founding Director & Co-founder / CEO)
5.2Director 1 — former namestext[If any]
5.3Director 1 — date & place of birthdate + text[DOB / place]
5.4Director 1 — residential addresstext[Residential address — mandatory, not office]
5.5Director 1 — consent to act on file (s.201D)?Y/NYes — signed [date]. See Consent to Act template.
5.6Director 2 — full legal nametextLisa Hugo (Business Development Director & Co-founder)
5.7Director 2 — DOB / address / consent[DOB / place / residential / consent date — to be completed on execution of Consent to Act]
5.8Director 3 — full legal nametext[Director 3 name — independent Chair nominee, TO CONFIRM. Note: Prof Deen Sanders OAM is the Board-Appointed Legal Advisor, not a Director, unless he separately consents to Director appointment.]
5.9Director 3 — DOB / address / consent[DOB / place / residential / consent date]
5.10Director 4 (if appointed) — full details[If appointed]
5.11Director 5 (if appointed) — full details[If appointed — target board = 5]
5.12At least one Director ordinarily resident in Australia?Y/NYes — confirmed via addresses at 5.4/5.7/5.9. (s.201A(2))
6.1Company Secretary — full legal nametext[Secretary name]
6.2Company Secretary — DOB / residential address / consent[DOB / place / address / consent date]
6.3At least one Secretary ordinarily resident in Australia?Y/NYes (s.204A(2))
7.1Number of Members at incorporationnumber[Number — minimum 1; recommend 3–5 Founding Members aligned with Directors]
7.2Amount of guarantee per Membercurrency$10.00 (Constitution clause 7; s.517 Corporations Act)
7.3Member 1 — full legal name & addressLaurence Hugo — [address]
7.4Member 2 — full legal name & addressLisa Hugo — [address]
7.5Member 3 — full legal name & addressCarla Oliver — [address]
7.6Members have signed the Application for Membership + Guarantee?Y/NYes — signed applications on file (Constitution cl.8–10 template).
8.1Governing document — does the company adopt a Constitution on registration?Y/NYes (s.136(1)(a)). The Constitution v1.0 will be adopted on registration.
8.2Constitution signed by all initial Members before lodgement?Y/NYes — signed [date].
9.1Ultimate Holding CompanytextNone. The Company is not a subsidiary of any other entity.
10.1Share capitalNot applicable — the Company is limited by guarantee and does not have share capital.
11.1ASIC lodgement fee (public company)currency[Verify current fee at asic.gov.au — approximately $538 for a public company as at date of lodgement]
11.2Payment methodselect[Credit card / EFT via ASIC portal]
12.1Lodging partytext[Registered ASIC agent name + agent number, or Company itself]
12.2Declaration by lodging partyY/NYes — declaration signed by lodging party stating information is true and correct.

Pre-Lodgement Checklist

Every item must be complete before Form 201 is lodged. Tick each box.

  • ☐ Name availability confirmed (ASIC name check within last 7 days)
  • ☐ Constitution v1.0 finalised, solicitor-signed-off, and signed by all initial Members
  • ☐ Consent to Act (s.201D + ACNC Responsible Person Declaration) signed by each Director
  • ☐ Consent to Act signed by Company Secretary
  • ☐ Registered office address confirmed with signed consent-to-occupation letter (if premises not occupied by Company)
  • ☐ Application for Membership + $10 Guarantee signed by each initial Member
  • ☐ At least one Director and one Secretary is ordinarily resident in Australia
  • ☐ ASIC agent (if used) instructed and fee arrangements confirmed
  • ☐ Solicitor's green-light memo received (item 19 of the Solicitor Review Pack)
  • ☐ Payment method authorised for ASIC lodgement fee
  • ☐ Post-lodgement plan ready: apply for ABN via ABR within 24 hours of ACN issue

Post-Lodgement Actions (once ACN is issued)

ASIC typically issues the ACN within minutes of a properly-completed online Form 201. Once the ACN is in hand:

  1. Apply for ABN via the ABR (abr.gov.au) using the ACN. Nominate charity status (this streamlines the ACNC application).
  2. Convene the first Directors' meeting (or execute circular resolutions in writing) using the First Board Meeting Pack and First Directors' Resolutions.
  3. Open the operating bank account and the dedicated Gift Fund account.
  4. Bind D&O, public liability, and professional indemnity insurance.
  5. Lodge the ACNC charity registration application (subtype PBI) using the ACNC Portal-Ready Answers.
  6. Following ACNC registration, lodge the ATO DGR item 4.1.1 application using the DGR Application draft.
  7. Publish the ACN + charity registration on the Company website within 30 days.
Do not lodge without solicitor sign-off

By resolution of the promoters (to be recorded in Resolution 1 of the First Directors' Resolutions), no lodgement of Form 201 is authorised without the instructed solicitor's green-light memo. This is not a formality — it is the promoters' pre-condition and it will be documented as such.

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