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Annual Regulatory Returns

What is the Annual Regulatory Return?

The Annual Regulatory Return (ARR) is issued to AHBs in September. In the ARR, AHBs are asked to provide information that the Regulation Office uses to complete an assessment. This information is as follows:

  • General Information
  • Property Information
  • Governance
  • Financial Viability
  • Performance Management
  • Charter of Commitment Renewal


The ARR is issued as an Excel document.

Annual Financial Return (AFR)

Please complete the Financial Standard Requirements Check (Financial Matrix) document to determine your organisation's requirements under the Financial Standard.

Financial Standard Requirements Check (Financial Matrix) and guidance note.

Definitions of the key ratio used by the Regulation Office in carrying out its financial assessment can be found below.

Key Ratio Definitions