{"id":"sr:retirement-villages-records-and-notices-regulations-2025","name":"Retirement Villages (Records and Notices) Regulations 2025","slug":"retirement-villages-records-and-notices-regulations-2025","collection":"regulation","jurisdiction":"vic","status":"in_force","isInForce":true,"actNumber":null,"makingDate":null,"administeringDepartment":null,"currentVersion":{"id":185966,"registerId":"vic-sr:retirement-villages-records-and-notices-regulations-2025-current","compilationNumber":null,"startDate":"2026-04-05","status":"InForce","reasons":null,"registeredAt":null},"sections":[{"sectionNumber":"1","sectionType":"section","heading":"Retirement Villages (Records and Notices) Regulations 2025","content":"Version No. 001\n\n**Retirement Villages (Records and Notices) Regulations 2025**\n\n**S.R. No. 122/2025**\n\nVersion as at  \n5 December 2025\n\n**TABLE OF PROVISIONS**\n\n*Regulation Page*\n\n1 Objectives 1\n\n2 Authorising provision 1\n\n3 Commencement 1\n\n4 Revocation 2\n\n5 Definition 2\n\n6 Matters for inclusion in disclosure statement 2\n\n7 Retirement village notice 3\n\n8 Factsheet relating to retirement village 3\n\n9 Documents to be made available for inspection 3\n\n10 Procedure for dealing with management complaints and resident disputes 3\n\nSchedule 1—Additional information to be contained in a retirement village notice 7\n\nSchedule 2—Information required for factsheet 8\n\n═════════════\n\nEndnotes 13\n\n1 General information 13\n\n2 Table of Amendments 15\n\n3 Explanatory details 16\n\n**Version No.** **001**\n\n**Retirement Villages (Records and Notices) Regulations 2025**\n\n**S.R. No. 122/2025**\n\nVersion as at  \n5 December 2025\n\n\t1 Objectives\n\nThe objectives of these Regulations are—\n\n(a) to prescribe matters to be included in a disclosure statement; and\n\n(b) to prescribe matters to be included in a retirement village notice; and\n\n(c) to prescribe matters to be included in a factsheet; and\n\n(d) to prescribe the documents relating to a retirement village that a retired person, or a person acting on behalf of a retired person, may request to inspect; and\n\n(e) to set out a procedure for creating and maintaining written records of management complaints and resident disputes in retirement villages.\n\n\t2 Authorising provision\n\nThese Regulations are made under section 43 of the **Retirement Villages Act 1986**.\n\n\t3 Commencement\n\nThese Regulations come into operation on 5 December 2025.\n\n\t4 Revocation\n\nThe Retirement Villages (Records and Notices) Regulations 2015[[1]](#endnote-1) are **revoked**.\n\n\t5 Definition\n\nIn these Regulations—\n\n***the Act***  means the **Retirement Villages Act 1986**.\n\n\t6 Matters for inclusion in disclosure statement\n\nFor the purposes of paragraph (e) of the definition of ***disclosure statement*** in section 3(1) of the Act, the prescribed matters are the following—\n\n(a) a short statement setting out the purpose of the disclosure statement;\n\n(b) a statement that the disclosure statement is required to be given under the Act;\n\n(c) a statement of the importance of seeking advice from an independent financial or legal adviser;\n\n(d) details of the amounts payable by the resident on entry to the retirement village;\n\n(e) details of the ongoing costs payable by the resident as at the date the resident enters the retirement village;\n\n(f) details of the liabilities of the resident on permanent departure from the resident's premises;\n\n(g) details of the entitlements of the resident on permanent departure from the resident's premises;\n\n(h) details of the estimated refundable  \nin-going contribution or other entitlement payable to the resident if the resident permanently departs the resident's premises after one, 2, 5 and 10 years residence.\n\n\t7 Retirement village notice\n\nFor the purposes of section 9(3)(a) of the Act, the prescribed information is in Schedule 1.\n\n\t8 Factsheet relating to retirement village\n\nFor the purposes of section 18A(5)(b) of the Act, the prescribed information is in Schedule 2.\n\n\t9 Documents to be made available for inspection\n\nFor the purposes of section 18B(1) of the Act, the prescribed documents are the following—\n\n(a) the site plan of the retirement village;\n\n(b) plans of any premises under construction within the retirement village;\n\n(c) planning permissions for further development of the retirement village;\n\n(d) the statements and report presented to the previous annual meeting of the retirement village under sections 34 and 38H(2) of the Act;\n\n(e) if the retirement village has a capital works, capital replacement or maintenance fund, statements of the balances at the end of the previous 3 financial years of the village;\n\n(f) examples of contracts that prospective residents may be required to enter into;\n\n(g) the documents required under sections 38E(1) and 38F(1) of the Act.\n\n\t10 Procedure for dealing with management complaints and resident disputes\n\n(1) For the purposes of section 38E(4) or 38F(4) of the Act, the procedure for creating and maintaining written records of management complaints and resident disputes is set out in this regulation.\n\n(2) A manager of a retirement village must—\n\n(a) establish a separate physical file or electronic file for each management complaint and each resident dispute in the village; and\n\n(b) immediately record in the file—\n\n(i) the date the file was opened; and\n\n(ii) the name and address of the resident raising the complaint or dispute; and\n\n(iii) contact details for the resident or the resident's representative; and\n\n(iv) whether the matter was raised orally or in writing; and\n\n(v) whether the matter is a resident dispute or a management complaint; and\n\n(vi) detailed particulars of the dispute or complaint; and\n\n(vii) copies of any correspondence or other documentation given to the manager by the resident.\n\n(3) The manager, as soon as practicable after complying with the requirements in subregulation (2), must place in the file a dated copy of written advice to the resident summarising the manager's understanding of the matter to be resolved, the steps the manager intends to take and the date by which the manager will advise the resident further.\n\n(4) The manager, as soon as practicable after each subsequent occasion on which the manager advises the resident of—\n\n(a) the manager's understanding of the matter to be resolved; or\n\n(b) steps the manager intends to take or has taken; or\n\n(c) the date by which the manager will advise the resident further—\n\nmust place in the file a dated copy of the advice or, if the advice was not in writing, a detailed description of the advice.\n\n(5) The manager must place in the file as applicable—\n\n(a) file notes of every action taken by the manager to resolve the complaint or dispute, as soon as practicable after making the file notes; and\n\n(b) copies of all correspondence or other documentation received or sent by the manager in relation to the complaint or dispute, as soon as practicable after the correspondence is received or sent by the manager; and\n\n(c) either a copy of—\n\n(i) written notification given to the resident that the manager regards the dispute or complaint as resolved and setting out the details of its resolution, as soon as practicable after the written notification is given; or\n\n(ii) if the manager has concluded that the dispute or complaint cannot be resolved, a copy of written notification of this given to the resident, setting out the reasons and advising the resident that they may contact Consumer Affairs Victoria for assistance or seek independent legal advice, as soon as practicable after the written notification is given.\n\n(6) The manager must retain the file for 7 years after the date the complaint or dispute is recorded.\n\nSchedule 1—Additional information to be contained in a retirement village notice\n\nRegulation 7\n\n\t1 The name of the owner of the land\n\n(1) For land that is under the operation of the **Transfer of Land Act 1958** and in an identified folio under that Act—the name of the person who (alone or with others) is the owner of an estate in fee simple in respect of the land.\n\n(2) For land that is under the operation of the **Transfer of Land Act 1958** (but not in an identified folio under that Act)—the name of the person who (alone or with others) is registered as the proprietor of an estate in fee simple in respect of the land.\n\n(3) For land that is not under the operation of the **Transfer of Land Act 1958**—the name of the person who (alone or with others) is the owner of an estate in fee simple in respect of the land.\n\n\t2 Signatures\n\nThe signature of the owner or the owner's legal practitioner, licensed conveyancer or agent.\n\n\t3 Date\n\nThe date the notice is signed by the owner or the owner's legal practitioner, licensed conveyancer or agent.\n\nSchedule 2—Information required for factsheet\n\nRegulation 8\n\n1 The name of the retirement village.\n\n2 A statement setting out the following matters—\n\n(a) when the factsheet must be provided;\n\n(b) the desirability of obtaining independent advice about the contracts that will have to be entered into;\n\n(c) the desirability of understanding the financial commitment involved in entering, living in and leaving the retirement village;\n\n(d) the desirability of considering what questions should be asked of the retirement village manager before a contract is entered into;\n\n(e) the desirability of considering whether or not retirement village living is appropriate.\n\n3 The address of the retirement village.\n\n4 In respect of a retirement village where there is no owners corporation, the name and address of the owner of the retirement village land.\n\n5 In respect of a retirement village where there is an owners corporation, the name and address of the person, including the owners corporation, owning land on which common facilities in the retirement village are located.\n\n6 The year construction started on the retirement village.\n\n7 The name, ABN, address and telephone number of the current manager and the date the person or body commenced to be the manager.\n\n8 Whether or not there is an onsite representative of the manager available for residents and, if so, the days and times the representative is available.\n\n9 The nature of resident tenure in the retirement village.\n\n10 The number and size of residential premises in the retirement village.\n\n11 The garage and car parking spaces in the retirement village.\n\n12 Whether or not planning permission has been granted for further development of the retirement village.\n\n13 The facilities available at the retirement village, the cost of use of the facilities and any restrictions on the availability of the facilities.\n\n14 Whether or not the retirement village has an onsite or attached residential or aged care facility and, if so, a statement setting out that entry is dependent on any necessary assessment undertaken under the Aged Care Act 2024 of the Commonwealth and that the owner or manager cannot keep places aside for residents.\n\n15 The services provided by the owner or manager to residents that are funded by maintenance charges and other ongoing charges, including rent.\n\n16 Any optional services that are provided or made available to residents on a user-pays basis.\n\n17 Whether or not the resident is required to pay a refundable in-going contribution to enter the retirement village and, if so, the amount or range and when that contribution, or any other entitlement due to the resident on permanent departure from the resident's premises, is to be refunded or paid.\n\n18 Whether or not a fee is deducted from the refundable in-going contribution or other entitlement due to the resident on permanent departure from the resident's premises and, if so, how the fee is calculated.\n\n19 Details of other amounts payable by the resident on permanent departure from the resident's premises.\n\n20 Whether or not the resident is required to pay a non‑refundable in-going contribution to enter the retirement village and, if so, the amount.\n\n21 The estimated sale price ranges for all classes of residential premises in the retirement village (on a reinstated or renovated basis) as at a stated date.\n\n22 The current rates of maintenance charges and other ongoing charges, including rent, for all classes of residential premises in the retirement village and how often they must be paid.\n\n23 For owner residents, the current amount or range of owners corporation fees and how often the fees must be paid.\n\n24 Whether or not the resident shares in any capital gain or loss on the resale of the resident's premises and, if so, how the share is calculated.\n\n25 Whether or not, and to what extent, the resident is responsible for renovation or reinstatement of the resident's premises on permanent departure from the resident's premises.\n\n26 The insurance that the owner or manager and the resident are responsible for arranging.\n\n27 Any surplus or deficit for the retirement village as set out in the financial statements presented to the previous annual meeting of the retirement village under section 34(3) of the Act.\n\n28 Whether or not the retirement village has a fund for long-term maintenance or capital replacement and, if so, the balance of that fund at the end of the last financial year.\n\n29 The surplus or deficit of any owners corporation at the end of the last financial year or for the last quarter if that is the only available figure.\n\n30 Whether or not any owners corporation has a maintenance plan under the **Owners Corporations Act 2006**.\n\n31 Whether or not any owners corporation has a maintenance fund under the **Owners Corporations Act 2006**, and, if so, the balance of that fund at the end of the last financial year or for the last quarter if that is the only available figure.\n\n32 Details of any security system or emergency assistance system for the retirement village.\n\n33 Whether or not residents can keep pets, including any restrictions on the keeping of pets.\n\n34 Whether or not there are any restrictions on residents' and visitors' car parking.\n\n35 Whether or not the retirement village is accredited by a recognised industry organisation.\n\n36 Whether or not the retirement village has a residents committee established under the Act.\n\n37 Whether or not the retirement village has a waiting list and, if so, whether or not there is any fee for the waiting list charged by the retirement village.\n\n38 If there is a waiting list fee, whether or not it is refundable on entry.\n\n39 A reference to retirement village information on the website of Consumer Affairs Victoria.\n\n40 A statement of the documents that can be inspected free of charge under section 18B of the Act and regulation 9 of the Retirement Villages (Records and Notices) Regulations 2025.\n\n41 A statement of the correctness of the information in the factsheet as at the date provided.\n\n═════════════\n\nEndnotes\n\n1 General information\n\nSee [www.legislation.vic.gov.au](http://www.legislation.vic.gov.au) for Victorian Bills, Acts and current Versions of legislation and up-to-date legislative information.\n\nThe Retirement Villages (Records and Notices) Regulations 2025, S.R. No. 122/2025 were made on 25 November 2025 by the Lieutenant-Governor as the Governor's deputy, with the advice of the Executive Council, under section 43 of the **Retirement Villages Act 1986**, No. 126/1986 and came into operation on 5 December 2025: regulation 3.\n\nThe Retirement Villages (Records and Notices) Regulations 2025 will sunset 10 years after the day of making on 25 November 2035 (see section 5 of the **Subordinate Legislation Act 1994**).\n\nINTERPRETATION OF LEGISLATION ACT 1984 (ILA)\n\nStyle changes\n\nSection 54A of the ILA authorises the making of the style changes set out in Schedule 1 to that Act.\n\nReferences to ILA s. 39B\n\nSidenotes which cite ILA s. 39B refer to section 39B of the ILA which provides that where an undivided regulation, rule or clause of a Schedule is amended by the insertion of one or more subregulations, subrules or subclauses the original regulation, rule or clause becomes subregulation, subrule or subclause (1) and is amended by the insertion of the expression \"(1)\" at the beginning of the original regulation, rule or clause.\n\nInterpretation\n\nAs from 1 January 2001, amendments to section 36 of the ILA have the following effects:\n\n• Headings\n\nAll headings included in a Statutory Rule which is made on or after  \n1 January 2001 form part of that Statutory Rule. Any heading inserted in a Statutory Rule which was made before 1 January 2001, by a Statutory Rule made on or after 1 January 2001, forms part of that Statutory Rule.  \nThis includes headings to Parts, Divisions or Subdivisions in a Schedule; Orders; Parts into which an Order is divided; clauses; regulations; rules; items; tables; columns; examples; diagrams; notes or forms.  \nSee section 36(1A)(2A)(2B).\n\n• Examples, diagrams or notes\n\nAll examples, diagrams or notes included in a Statutory Rule which is made on or after 1 January 2001 form part of that Statutory Rule. Any examples, diagrams or notes inserted in a Statutory Rule which was made before 1 January 2001, by a Statutory Rule made on or after 1 January 2001, form part of that Statutory Rule. See section 36(3A).\n\n• Punctuation\n\nAll punctuation included in a Statutory Rule which is made on or after  \n1 January 2001 forms part of that Statutory Rule. Any punctuation inserted in a Statutory Rule which was made before 1 January 2001, by a Statutory Rule made on or after 1 January 2001, forms part of that Statutory Rule.  \nSee section 36(3B).\n\n• Provision numbers\n\nAll provision numbers included in a Statutory Rule form part of that Statutory Rule, whether inserted in the Statutory Rule before, on or after  \n1 January 2001. Provision numbers include regulation numbers, rule numbers, subregulation numbers, subrule numbers, paragraphs and subparagraphs. See section 36(3C).\n\n• Location of \"legislative items\"\n\nA \"legislative item\" is a penalty, an example or a note. As from 13 October 2004, a legislative item relating to a provision of a Statutory Rule is taken to be at the foot of that provision even if it is preceded or followed by another legislative item that relates to that provision. For example, if a penalty at the foot of a provision is followed by a note, both of these legislative items will be regarded as being at the foot of that provision. See section 36B.\n\n• Other material\n\nAny explanatory memorandum, table of provisions, endnotes, index and other material printed after the Endnotes does not form part of a Statutory Rule. See section 36(3)(3D)(3E).\n\n2 Table of Amendments\n\nThere are no amendments made to the Retirement Villages (Records and Notices) Regulations 2025 by statutory rules, subordinate instruments and Acts.\n\n3 Explanatory details\n\n1. Reg. 4: S.R. No. 147/2015. [↑](#endnote-ref-1)","sortOrder":0}],"analysis":{"flash_summary":{"complexity_score":3,"scope_assessment":{"changed":false,"description":"These Regulations do not alter who the Retirement Villages Act covers. They revoke the 2015 regulations and instead specify the precise content, disclosure, inspection and recordkeeping procedures required of owners and managers (regs 4, 6–10; Schedules 1–2), thereby detailing implementation rather than expanding statutory scope."},"complexity_factors":["Multiple prescriptive lists of required information and documents (regs 6–9; Schedules 1–2)","Detailed recordkeeping procedure with time and content requirements, and a 7‑year retention period (reg 10(2)–(6))","Cross‑references to the Retirement Villages Act 1986 and specific Act sections (e.g. ss 3(1), 9(3)(a), 18A, 18B, 34, 38E, 38F, 38H(2))","Cross‑references to other legislation for particular matters (Transfer of Land Act 1958, Owners Corporations Act 2006, Aged Care Act 2024) (Schedule 1; Schedule 2 items 14, 30–31)","Operational requirements that may require financial estimates or calculations (e.g. refundable in‑going contributions, fees, sale price ranges) (regs 6(h); Schedule 2 items 17–19, 21–24)","Obligation to make specific documents available for inspection, including plans and financial statements (reg 9)","Revocation of prior regulations and a fixed commencement and sunset framework (reg 3–4; Endnotes)","Signature and formality requirements for notices (Schedule 1 item 2)"],"plain_english_summary":"These regulations set out exactly what must be included in retirement village disclosure statements, notices and factsheets, which documents must be available for inspection, and a mandatory written procedure for recording management complaints and resident disputes. They impose specific information and recordkeeping duties on retirement village owners and managers (including a 7‑year retention rule), creating clear compliance and administrative obligations for those who operate or sell places in retirement villages."},"issue_detection":{"absurdities":[],"contradictions":[]},"kimi_summary":{"content_quality":"ok","complexity_score":3,"scope_assessment":{"changed":false,"description":"The regulations remain tightly focused on their original purpose: prescribing documentation requirements and record-keeping procedures for retirement villages. They replace the 2015 version with updated requirements but do not expand beyond the core areas of disclosure statements, notices, factsheets, document inspection rights, and complaint procedures."},"complexity_factors":["Only 1 defined term ('the Act') in the interpretation section","Straightforward structure with 10 regulations and 2 schedules","Minimal cross-referencing—primarily references to the parent Retirement Villages Act 1986","Prescriptive but clear procedural requirements in Regulation 10 (complaint handling)","Schedules contain lists of required information rather than conditional logic","No nested exceptions or complex conditional provisions","Relatively short length (16 pages including endnotes)"],"plain_english_summary":"These regulations set out the paperwork and record-keeping rules for retirement villages in Victoria. They require village operators to give prospective residents clear information before they sign contracts, including a **disclosure statement** (a document explaining all costs and financial obligations), a **retirement village notice** (details about who owns the land), and a **factsheet** (a comprehensive guide to fees, facilities, and rights). The regulations also specify which documents residents can inspect—such as financial statements, building plans, and contracts—and establish a strict procedure for handling complaints and disputes. Managers must keep detailed files of every complaint for seven years, including correspondence and steps taken to resolve issues. Essentially, these rules aim to protect older Australians moving into retirement villages by ensuring transparency and accountability."},"flash_summary_failed":{"failed":true,"reason":"A positive credit balance is required for all requests, including BYOK, so fallback providers remain available. Add credits at https://vercel.com/d?to=%2F%5Bteam%5D%2F%7E%2Fai%3Fmodal%3Dtop-up to continue.","source":"analysis-cron"},"summary":{"complexity_score":3,"scope_assessment":{"changed":false,"description":"Based on the limited metadata available, there is no indication that the scope of these regulations differs from their original stated intent — governing records and notices in the retirement village context. No amendments or scope-expanding provisions are visible in the provided text."},"complexity_factors":["The subject matter (records and notices) is inherently administrative and procedural rather than substantively complex","Retirement village law in Australia can involve overlapping state/territory legislation, adding some background complexity","The full text of the regulations was not provided — only metadata — making it impossible to assess the true complexity of the operative provisions","Regulations of this type typically contain defined timeframes, formats, and procedural requirements that require careful reading but are not legally labyrinthine","The likely audience (village operators and residents) may find compliance straightforward once rules are clearly stated"],"plain_english_summary":"These regulations set administrative rules for how retirement-village operators must keep records and give formal notices, affecting operators, managers, residents and prospective residents’ families. They matter because documented records and legally recognised notice processes protect often-vulnerable residents, ensure accountability, and create a paper trail for disputes.\n\nNote: the specific regulatory text wasn’t supplied, so detailed obligations can’t be confirmed here."}},"importantCases":[],"_links":{"self":"/api/acts/retirement-villages-records-and-notices-regulations-2025","history":"/api/acts/retirement-villages-records-and-notices-regulations-2025/history","analysis":"/api/acts/retirement-villages-records-and-notices-regulations-2025/analysis","conflicts":"/api/acts/retirement-villages-records-and-notices-regulations-2025/conflicts","importantCases":"/api/acts/retirement-villages-records-and-notices-regulations-2025/important-cases","documents":"/api/acts/retirement-villages-records-and-notices-regulations-2025/documents"}}