This regulation prescribes detailed, practical rules for retirement villages in the ACT: what must appear in disclosure statements and village contracts, how recurrent charges and budgets are set and notified, how disputes and contract endings are handled, ballot procedures for residents, and new operator obligations such as a prevention‑of‑elder‑abuse strategy (ss 7, 13, 35, 18A–18C). Operators must prepare documents, manage funds and comply with notice, record‑keeping and publication duties; residents pay ingoing contributions and recurrent charges, vote on major changes, and may apply to ACAT (see sch 3).
This regulation operationalises and fills out the detail left to regulation-making power in the Retirement Villages Act 2012. It prescribes definitions, required contract content, disclosure and notice formats, operational duties for village operators, financial management rules, dispute and ballot procedures, time limits for applications to the ACT Civil and Administrative Tribunal (ACAT), and processes for dealing with goods left by former occupants. The regulation also prescribes monetary thresholds, rates and maximums that flow through the Act: a prescribed interest rate (linked to Court Procedures Rules , s 9, s 54-57), a maximum operator legal expense recovery ($200 , s 10), a maximum administration/settling-in fee ($200 , s 16), a prescribed minimum public liability insurance amount ($10,000,000 , s 29) and a prescribed refund amount relevant to protection of ingoing contributions ($10,000 , s 58). The regulation sets procedural detail for village contracts by mandating inclusion of the topics listed in schedule 1 and forbidding the topics listed in schedule 2 (s 13).
The regulation imposes inspection, record-keeping and disclosure duties on operators. It requires a condition report for certain premises, prepared in the presence of the prospective resident and allowing 14 days for comment (s 11). It requires particular content and availability for the disclosure statement and a “general inquiry document” for prospective residents (s 6A, s 7). It prescribes how recurrent charge amendments must be notified and what residents must be told (s 30, s 32), and specifies the contents and process for proposed and approved annual budgets (s 35-38). It limits what may be funded from recurrent charges (s 36) and what capital works may be charged to the capital works fund (s 25-26).
Newer regulatory additions from 2025 are included: operators must prepare a written prevention of elder abuse strategy, publish and make it available, ensure staff familiarity, and review it at least every two years (s 18A-18C). The regulation prescribes processes for written ballots and special resolutions, including election of a returning officer, postal vote rules, quorum rules, and timing for notices (schedule 4, sch 4.3-4.10). It gives detailed procedures and timelines for dealing with uncollected goods when a residence contract ends (s 48-53). It also sets the procedural envelope for dispute resolution and ACAT applications, including time limits set out in schedule 3 and rules about residents committees applying to ACAT on behalf of residents (s 41-46, sch 3).
Current sections
Direct links to the current provisions in Retirement Villages Regulation 2013.
83
Part 2
Important concepts
Part 2 Important concepts
6
Places not retirement village—Act, s 10 (1), def retirement
6 Places not retirement village—Act, s 10 (1), def retirement
village, par (b) (viii)
The following are prescribed:
(a) a place where a service is provided by a provider of services
within the meaning of the Disability Services Act 1991;
(b) housing provided by a community housing provider within the
meaning of the Housing Assistance Act 2007.
Representations and information about retirement villages Part 3
Section 6A
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Part 3 Representations and information
about retirement villages
6A
General inquiry document—Act, s 23 (2)
6A General inquiry document—Act, s 23 (2)
The general inquiry document must include a brief explanation of the
following about the retirement village to which it relates:
(a) the residential premises, services and facilities of the retirement
village;
(b) the main differences between a retirement village and a
residential care home and how the services of the retirement
village differ from those of a residential care home;
(c) if the village contract provides for departure fees—the departure
fees;
(d) if the operator has a policy about access by residents to home
care services—the policy.
Note Departure fees include deferred fees under the Fair Trading (Retirement
Villages Industry) Code of Practice 1999 (NI1999-277).
7
Disclosure statement—Act, s 24 (3)
7 Disclosure statement—Act, s 24 (3)
(1) The disclosure statement must include the following information
about the retirement village to which it relates:
(a) details of particular residential premises in the retirement
village, including fees and charges payable in relation to the
premises;
(b) the proximity of the village to services, for example, hospitals,
shopping centres and public transport;
(c) information about whether the operator is a registered provider
of a residential care home;
(d) a statement of how the services of the retirement village differ
from those of a residential care home;
Part 3 Representations and information about retirement villages
Section 7
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(e) details about the ownership of the village, including whether a
resident can own residential premises in the village;
(f) if a village contract for the retirement village includes provisions
for sharing a capital gain between the operator and a resident—
details of the provisions;
(g) information about the management of the village;
(h) whether the village has a residents committee and, if so,
information about the committee;
(i) the financial management of the village, including details about
the village’s income and expenditure;
(j) information about the village’s safety, including information
about its security and emergency systems;
(k) the extent to which the operator has complied with legislation
applying to the village, including the Act and the Planning Act
2023;
(l) village contracts the prospective resident will need to enter into
to become a resident;
(m) the village rules;
(n) the facilities available to residents;
(o) services provided by the operator;
(p) costs associated with entering into a residence contract with the
operator;
(q) a statement that a former occupant of residential premises in the
village is not liable to refurbish (or pay the cost of refurbishment
of) the premises;
(r) if the operator has a policy about access by residents to home
care services—details of the policy;
Representations and information about retirement villages Part 3
Section 8
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(s) information about any waiting list for the village and any
waiting list fee payable;
(t) a statement to the effect that, to the best of the operator’s
knowledge, the information in the disclosure statement is true.
(2) The disclosure statement must be signed and dated by the operator.
(3) In this section:
refurbishment—see the Act, section 218.
8
Copies of certain documents to be available—
8 Copies of certain documents to be available—
Act, s 29 (1) (k)
The following documents are prescribed:
(a) if the operator of the retirement village and a residents
committee were parties to a proceeding before a court or a
tribunal in the previous 5 years—each decision or order made in
relation to the proceeding and the reasons (if any) given by the
court or tribunal in relation to the decision or order;
(b) if the operator of the retirement village operates a waiting list
for the village and charges a waiting list fee—the operator’s
written policy setting out the way the waiting list operates;
(c) if the retirement village is subject to a company title scheme—
whichever of the following governs the company:
(i) its constitution;
(ii) the replaceable rules set out in the Corporations Act;
(d) if the retirement village is subject to a community title scheme—
(i) the scheme’s management statement; and
(ii) the management agreement (if any) relating to the village
to which the relevant community association,
neighbourhood association or precinct association is a
party; and
Part 3
Representations and information about retirement villages
Part 3 Representations and information about retirement villages
Section 8
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(iii) the minutes of the most recent annual general meeting of
the relevant community association, neighbourhood
association or precinct association;
(e) if the retirement village is subject to a units plan—
(i) the owners corporation rules for the plan; and
(ii) the management agreement (if any) relating to the village
to which the owners corporation is a party; and
(iii) the minutes of the most recent annual general meeting of
the owners corporation;
(f) every other document mentioned in the disclosure statement for
the village under the heading ‘Village Contracts’.
Village contracts Part 4
General Division 4.1
Section 9
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Part 4 Village contracts
Division 4.1 General
9
Prescribed rate of interest—Act, s 41 (5) (b)
9 Prescribed rate of interest—Act, s 41 (5) (b)
The prescribed rate of interest is the rate prescribed under the Court
Procedures Rules 2006, schedule 2, part 2.2 (Interest after judgment)
in relation to the payment of interest on a judgment debt.
10
Amount payable for legal and other expenses—
10 Amount payable for legal and other expenses—
Act, s 52 (3)
The maximum amount payable is $200.
11 Condition report—Act, s 59
(1) This section applies to residential premises in a retirement village
mentioned in the Act, section 59 (1) (Condition report for certain
residential premises).
(2) The operator of the retirement village commits an offence if the
operator does not inspect the premises and complete the condition
report for the premises in accordance with this section.
Maximum penalty: 10 penalty units.
(3) The condition report for the premises must—
(a) be completed in the presence of the prospective resident or a
person nominated by the prospective resident, unless otherwise
authorised in writing by the prospective resident; and
(b) be completed to the best of the operator’s knowledge; and
(c) if a date needed for the report is not known—include an
approximate date and a statement to the effect that the date is
approximate; and
Part 4 Village contracts
Division 4.1 General
Section 12
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(d) be signed by—
(i) the operator; and
(ii) if the prospective resident agrees with the report—the
prospective resident.
(4) The operator must allow the prospective resident at least 14 days to
examine the report and suggest changes to it.
12 Renovations and alteration of fixtures and fittings—Act,
s 63 (5) (b)
Fixtures and fittings in residential premises owned by a resident under
a community title scheme, company title scheme or units plan are
prescribed.
13
Contents of village contracts—Act, s 66 (1)
13 Contents of village contracts—Act, s 66 (1)
(1) A matter mentioned in schedule 1 (Contents of village contracts) must
be included in a village contract.
(2) A matter mentioned in schedule 2 (Matter to be excluded from village
contracts) must be excluded from a village contract.
(3) This section does not prevent the inclusion of additional matter in a
village contract (other than matter inconsistent with the matter
mentioned in schedule 1).
(4) This section does not apply to a residence contract relating to
premises that are subject to a community title scheme, company title
scheme or units plan.
(5) However, this section applies to a residence contract mentioned in
subsection (4) if the operator of the village (or a close associate of the
operator) is the seller under the residence contract.
Village contracts Part 4
Settling-in period for residents Division 4.2
Section 14
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14
Prescribed rate of interest—Act, s 69 (b)
14 Prescribed rate of interest—Act, s 69 (b)
The prescribed rate of interest is the rate prescribed for the Act,
section 41 (5) (b).
Note The rate for the Act, s 41 (5) (b) is prescribed by s 9.
Div 4
2 Settling-in period for residents
Division 4.2 Settling-in period for residents
15
Liability of former occupant if village contract ended
15 Liability of former occupant if village contract ended
during settling-in period—Act, s 73 (1) (d)
The reasonable costs incurred in adding, removing or altering any
fixtures or fittings, or making any renovations, to residential premises
at the resident’s request are prescribed.
16 Maximum administration fee—Act, s 73 (4)
The maximum administration fee prescribed is $200.
Part 5 General management of retirement villages
Division 5.1 Village rules
Section 17
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Part 5 General management of
retirement villages
Division 5.1 Village rules
17 Village rules—Act, s 78 (2) (i)
The following matters are prescribed:
(a) security in the retirement village;
(b) the external appearance of residents’ premises in the retirement
village.
Division 5.2 Certain obligations of operators
18
Safety inspection report—Act, s 91 (2) (h)
18 Safety inspection report—Act, s 91 (2) (h)
The safety inspection report mentioned in the Act, section 91 (2) (g)
(Operator to provide safe premises) must remain on the notice board
for at least 1 month.
18A
Prevention of elder abuse strategy—Act, s 91 (2) (h)
18A Prevention of elder abuse strategy—Act, s 91 (2) (h)
(1) The operator of a retirement village must prepare, and take all
reasonable steps to give effect to, a written strategy for identifying
and preventing elder abuse in the village (a prevention of elder abuse
strategy).
(2) The strategy must include the following:
(a) examples of common forms of elder abuse, including specific
examples in relation to retirement villages;
(b) information about how to—
(i) identify elder abuse, including signs of elder abuse; and
(ii) prevent elder abuse;
General management of retirement villages Part 5
Certain obligations of operators Division 5.2
Section 18A
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(c) information about how to respond to elder abuse or suspected
elder abuse, including—
(i) how to report elder abuse or suspected elder abuse to the
operator and the period within which the operator can be
expected to respond to a report; and
(ii) how to make an older people service complaint to the
human rights commission; and
(iii) how to report a matter to another suitable entity;
(d) an explanation of the roles and responsibilities of the operator
and the operator’s staff in relation to elder abuse in the village;
(e) information about how to access the services and resources of
local service or support agencies;
Examples—local service or support agencies
1 Human Rights Commission
2 ACT Civil and Administrative Tribunal
(f) the date the strategy is finalised.
(3) In this section:
elder abuse, in a retirement village, means an act or omission by any
person that causes or allows the exploitation, mistreatment, harm or
neglect of a resident of the village.
older people service complaint—see the Human Rights Commission
Act 2005, dictionary.
Note Under the Human Rights Commission Act 2005, a person may complain
to the commission about a service for older people (see that Act, s 41),
including a service provided by the operator of a retirement village (see
that Act, s 53G).
Part 5 General management of retirement villages
Division 5.2 Certain obligations of operators
Section 18B
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18B
Prevention of elder abuse strategy—publication and
18B Prevention of elder abuse strategy—publication and
availability
(1) As soon as practicable after preparing a prevention of elder abuse
strategy for a retirement village, the operator of the village must
publish the strategy in a way that is likely to come to the attention of
the following people:
(a) a resident of the village;
(b) an individual who accesses the village’s website;
(c) an individual who tells the operator that the individual or a
family member of the individual is interested in becoming a
resident of the village.
(2) For subsection (1), the operator must—
(a) display a copy of the strategy on a notice board in a communal
area within the village; and
(b) publish the strategy in any other way the operator considers
appropriate.
Examples—par (b)
1 give each resident a copy of the strategy
2 publish the strategy on the village’s website
3 include the strategy in a brochure about the village
(3) The operator must also take reasonable steps to ensure that all the
operator’s staff are familiar with the strategy.
(4) If a person asks the operator for its prevention of elder abuse strategy,
the operator must make the strategy available to the person within
2 business days after the day the person asks for it.
18C
Prevention of elder abuse strategy—review
18C Prevention of elder abuse strategy—review
(1) The operator of a retirement village must review village’s prevention
of elder abuse strategy at least once every 2 years from the day the
strategy is published under section 18B (2).
General management of retirement villages Part 5
Certain rights of residents Division 5.3
Section 19
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(2) If the operator makes any changes to the strategy as a result of a
review under subsection (1)—
(a) the revised strategy is taken to be a new prevention of elder
abuse strategy; and
(b) section 18B applies to the operator in relation to the new
strategy.
Division 5.3 Certain rights of residents
19
Access to residential premises in village—Act,
19 Access to residential premises in village—Act,
s 100 (3) (h)
The operator or authorised person may enter residential premises in
the village in the following circumstances if the operator or
authorised person has given the resident 2 days notice:
(a) to install a smoke alarm that is required by law to be installed in
the premises;
(b) to replace a battery in a smoke alarm installed in the premises.
20
Membership of residents committee—Act, s 104 (1)
20 Membership of residents committee—Act, s 104 (1)
(1) A person may hold the same office on the residents committee for a
retirement village for more than 3 consecutive years if—
(a) the retirement village has fewer than 20 residents; or
(b) the annual budget of the retirement village is less than $50 000;
or
(c) the person is the only person standing for election to the office.
Part 5 General management of retirement villages
Division 5.3 Certain rights of residents
Section 21
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(2) Subsection (1) does not allow a person to hold the same office on a
residents committee for more than 3 consecutive years if the director-
general—
(a) has written to the residents committee objecting—
(i) generally to any person holding the same office on the
committee for more than 3 consecutive years; or
(ii) to a stated person holding the same office for more than
3 consecutive years; and
(b) has not written to the residents committee to withdraw the
objection.
(3) In this section:
hold the same office, on a residents committee for a retirement
village, includes to hold an office performing the same (or
substantially the same) functions on the committee.
Examples—office
president, treasurer, secretary
21
Annual management meeting agenda—Act, s 108 (4)
21 Annual management meeting agenda—Act, s 108 (4)
The following matters must be included in the agenda for an annual
management meeting:
(a) a report on any expenditure in the previous financial year that
was an amendment between items in the approved annual
budget (other than a minor amendment);
(b) the future plans for the village, including any proposed
improvements;
(c) the management of the village, including any change or
proposed change to the management arrangements;
(d) safety issues;
(e) any proposed maintenance plans;
General management of retirement villages Part 5
Certain rights of residents Division 5.3
Section 22
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(f) any changes to the proposed annual budget that do not need the
residents’ consent;
(g) any proposals to undertake capital works that have not been
notified in the annual budget;
(h) any proposed changes to the level of service provided to
residents of the village;
(i) time for questions, including questions from the floor of the
meeting.
22
Questions at annual meeting—Act, s 110 (3) (b)
22 Questions at annual meeting—Act, s 110 (3) (b)
(1) The following excluded matters are prescribed:
(a) the personal affairs of the operator, an employee of the operator
or a contractor engaged by the operator;
(b) any matter that is unrelated to the operation of the village;
(c) any matter in relation to individual sales or contracts that are not
publicly available.
(2) Subsection (1) (a) does not prevent an operator or a representative of
the operator from answering a question about the operator’s solvency
or financial viability.
(3) If the operator of a retirement village is an organisation that is subject
to an approved privacy code or the Australian Privacy Principles
under the Privacy Act 1988 (Cwlth), a representative of the operator
is not required to answer a question to the extent that the answer
would disclose personal information in breach of the code or the
principles.
Part 5
General management of retirement villages
Part 5 General management of retirement villages
Div 5
3 Certain rights of residents
Division 5.3 Certain rights of residents
Section 23
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23
Appointment of proxies—Act, s 116 (2)
23 Appointment of proxies—Act, s 116 (2)
The appointment of a proxy is effective in relation to a meeting of the
residents of a retirement village only if the completed form for the
proxy is given to the chair of the meeting before a vote is taken at the
meeting.
Financial management Part 6
Capital maintenance and replacement Division 6.1
Section 24
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Part 6 Financial management
Division 6.1 Capital maintenance and replacement
24
Capital item—Act, s 135 (1), def capital item, par (a) (iv)
24 Capital item—Act, s 135 (1), def capital item, par (a) (iv)
The following capital items in a retirement village, including those in
residential premises in the village, are prescribed:
(a) fixtures;
(b) fittings;
(c) furnishings;
(d) non-fixed items.
Examples—par (a)
bench tops, built-in cupboards and wardrobes, floor coverings, hot water system,
stove
Examples—par (b)
light fittings, taps, sanitary fittings
Examples—par (c)
curtains, blinds
Examples—par (d)
whitegoods, portable air conditioner, fan, tables, chairs
25 Works not capital maintenance—Act, s 135 (1), def capital
maintenance, par (c)
The following works are prescribed:
(a) work done to substantially improve a capital item beyond its
original condition;
(b) work done to maintain or repair a capital item in circumstances
where it would have been more cost effective to replace the
capital item.
Part 6 Financial management
Division 6.2 Recurrent charges
Section 26
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26 Matters not to be funded from capital works fund or
recurrent charges—Act, s 141 (3) (e)
Work mentioned in section 25 is not authorised to be funded from the
capital works fund or recurrent charges of a retirement village.
27 Capital works fund—Act, s 143 (4)
If the operator of a retirement village is a property trust or other
corporation constituted by an Act, money in the capital works fund
for the village may be held in a fund administered by the property
trust or corporation.
28
Use of capital works fund amounts—Act, s 144 (1) (c)
28 Use of capital works fund amounts—Act, s 144 (1) (c)
The operator of a retirement village may use money from the capital
works fund for a purpose (other than a purpose mentioned in the Act,
section 144 (1) (a) or (b)) if—
(a) the residents of the village have, by special resolution, consented
to the money being used for the purpose; and
(b) the use of the money for the purpose does not involve the
funding of a matter mentioned in the Act, section 141 (3)
(Funding of certain capital maintenance and capital
replacement).
29
Minimum public liability insurance—Act, s 145 (4)
29 Minimum public liability insurance—Act, s 145 (4)
The amount of $10 000 000 is prescribed.
Division 6.2 Recurrent charges
30
Notice of fixed formula amendment—Act, s 149 (2) (c)
30 Notice of fixed formula amendment—Act, s 149 (2) (c)
A notice of amendment of recurrent charges must include the
following:
(a) the name of the resident and address of the residential premises
affected;
Financial management Part 6
Recurrent charges Division 6.2
Section 32
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(b) the following statement as the first line of the notice in at least
Arial bold font not less than 14 point:
‘This is a notice of an amendment of recurrent
charges according to a fixed formula.’;
(c) the fixed formula stated in the contract and a demonstration, by
an application of the formula, of the way the new recurrent
charges have been calculated;
(d) the signature of the operator of the retirement village and the
date of the signature.
32
Notice of amendment—recurrent charges amended
32 Notice of amendment—recurrent charges amended
otherwise than by fixed formula—Act, s 150 (3) (e)
A notice of amendment of recurrent charges given under the Act,
section 150 (Recurrent charges amended otherwise than by fixed
formula) must include the following:
(a) the name of the resident and address of the residential premises
affected;
(b) the following statement as the first line of the notice in at least
Arial bold font not less than 14 point:
‘This is a notice of an amendment of recurrent
charges (otherwise than in accordance with a
fixed formula).’;
(c) the following statements:
(i) you are not required to pay any increase in your recurrent
charges unless this notice complies with the requirements
of the Act, section 150 (Recurrent charges amended
otherwise than by fixed formula);
(ii) any increase in recurrent charges does not take effect until
at least 60 days after you receive this notice;
Part 6 Financial management
Division 6.2 Recurrent charges
Section 32
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(iii) this notice may be cancelled by a later notice and the later
notice may provide for a lesser increase than any increase
stated in this notice;
(iv) the operator of the village must not increase (or attempt to
increase) the recurrent charges beyond any upper level
stated in the village contract;
(v) the amendment of the charges does not take effect unless
the residents whose recurrent charges will be affected by
the amendment consent to it or the ACAT orders that it take
effect;
(vi) the residents concerned must, within 30 days after
receiving the notice, meet, consider and vote on the
proposed amendment and tell the operator whether or not
they consent to it;
(vii) if the operator is not told whether or not the residents
consent to the proposed amendment within the 30-day
period, the residents are taken to have refused consent;
(viii) the operator must give any information in relation to the
proposed amendment that the residents committee or, if
there is no residents committee, a resident reasonably
requests for the purpose of deciding whether to consent to
the amendment;
(ix) if the residents do not consent to the proposed amendment,
the operator may apply to the ACAT for an order in relation
to the proposed amendment;
(x) you may apply to the ACAT for an order directing the
refund of overpaid recurrent charges on any grounds,
including the ground that an increase in the charges came
into effect otherwise than in accordance with the Act,
division 7.3 (Recurrent charges) (which includes
section 150);
Financial management Part 6
Recurrent charges Division 6.2
Section 33
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(xi) an application for an ACAT order must be made not later
than 1 year after the day the increase came into effect;
(d) the signature of the operator of the retirement village and the
date of the signature.
33
Information about recurrent charges not needed to be
33 Information about recurrent charges not needed to be
given—Act, s 153 (5)
The operator of a retirement village is not required to give the
following information:
(a) information about the personal affairs of the operator, an
employee of the operator or a contractor engaged by the
operator;
(b) information that is unrelated to the operation of the village;
(c) information about individual sales or contracts that are not
publicly available;
(d) if the operator of a retirement village is an organisation that is
subject to an approved privacy code or the Australian Privacy
Principles under the Privacy Act 1988 (Cwlth)—information
that would, if it were given, result in a breach of the code or
those principles.
34
Time to give information about recurrent charges—Act,
34 Time to give information about recurrent charges—Act,
s 153 (6)
The operator of a retirement village must give information under the
Act, section 153 (Residents consent to amendment) within 7 days
after the information is first requested.
Part 6 Financial management
Division 6.3 Proposed and approved annual budgets
Section 35
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Division 6.3 Proposed and approved annual
budgets
35
Matters to be dealt with in proposed annual budget—Act,
35 Matters to be dealt with in proposed annual budget—Act,
s 159 (5) (a)
(1) The following matters must be dealt with in the proposed annual
budget for a financial year for a retirement village:
(a) the amount of recurrent charges payable by residents of the
village during the year (including any expected increases in
those charges in line with a fixed formula);
(b) the method of calculating the amount of recurrent charges;
(c) the total expected income from recurrent charges for the village
for the year;
(d) the effect of the expected surplus or deficit for the current year
on the village’s finances;
(e) all proposed categories of expenditure (without grouping
together 2 or more unlike categories);
(f) the proposed expenditure on each proposed category, the
proposed expenditure on each category as mentioned in the
approved annual budget for the current year, and the likely
actual expenditure on each category for the current year;
(g) if any expenditure (proposed or actual) is an apportionment of a
total expenditure relating to the village and 1 or more other
villages or businesses—the method of calculating the
apportionment;
(h) if any residents of the village are paying significantly higher
recurrent charges than other residents of the village—the
method of calculating the apportionment between the categories
of residents;
(i) the total proposed expenditure of the village for the year;
Financial management Part 6
Proposed and approved annual budgets Division 6.3
Section 36
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(j) the expected surplus or deficit for the year.
Example—par (h)
a resident may pay significantly higher recurrent charges than other residents if the
resident is receiving optional services
(2) If the annual budget includes costs associated with the operator’s
head office or management or administration fees, those costs must
show the goods and services they relate to and the approximate cost
of the goods and services.
36
Matters not to be financed by way of recurrent charges—
36 Matters not to be financed by way of recurrent charges—
Act, s 159 (5) (b)
(1) The following matters must not be financed by way of recurrent
charges:
(a) fees for membership of industrial or professional associations;
(b) overseas travel by the operator of the retirement village or the
operator’s agent or employees;
(c) any costs associated with marketing vacant units within a
retirement village, including costs that may have been included
in wages or salaries;
(d) payroll tax, unless—
(i) the wages paid by the operator in relation to operating the
retirement village are more than the threshold amount; or
(ii) the residents of the retirement village—
(A) before 4 March 2013, consented to the financing of
payroll tax by way of recurrent charges; and
(B) have continued to consent to the financing of payroll
tax by way of recurrent charges;
(e) costs associated with the operator’s head office or management
or administration fees, unless the costs or fees are associated
with providing services to residents of the retirement village.
Part 6 Financial management
Division 6.3 Proposed and approved annual budgets
Section 37
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(2) In this section:
threshold amount—see the Payroll Tax Act 2011, schedule 1,
section 1.1
37
Notice accompanying proposed annual budget—Act,
37 Notice accompanying proposed annual budget—Act,
s 159 (6) (d)
The notice accompanying a proposed annual budget must include the
following statements:
(a) the operator must provide the information in relation to the
proposed expenditure that the residents committee or, if there is
no residents committee, a resident reasonably requests;
(b) the operator must not spend money received by way of recurrent
charges otherwise than in accordance with the approved annual
budget, except in a way that would be only—
(i) a minor amendment of the approved annual budget; or
(ii) an amendment between items in the approved annual
budget if the amendment does not reduce the level of
services provided and does not cause total expenditure to
be exceeded;
(c) it is a requirement of the Act, section 159 (Proposed annual
budget) that the operator of the village give each resident a copy
of the proposed annual budget for the financial year for the
village—
(i) on a day, at least 30 days before the beginning of the
financial year to which the budget relates, agreed to by the
operator and the residents; or
(ii) if no day is agreed—at least 60 days before the beginning
of the financial year to which the budget relates;
Financial management Part 6
Annual accounts Division 6.4
Section 38
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(d) it is a requirement of the Act, section 162 (Residents’ consent to
spending) that the residents—
(i) tell the operator whether they consent or do not consent to
the proposed budget; and
(ii) if the residents do not consent to the proposed budget—
state which item in the proposed budget they object to;
(e) if the operator is not told whether the residents consent or do not
consent to the proposed budget, the residents are taken to have
refused consent;
(f) consent by residents to an amendment of recurrent charges
under the village contract is not consent to spending stated in the
proposed budget.
38 Limit on contingencies in annual budget—Act, s 164
The maximum amount that may be allocated is—
(a) for an annual budget of $200 000 or less—$1 000; and
(b) for an annual budget that exceeds $200 000—0.5% of the total
amount of the annual budget.
Division 6.4 Annual accounts
39
Copies of audited accounts—Act, s 169 (8) (a) (ii)
39 Copies of audited accounts—Act, s 169 (8) (a) (ii)
A copy of the audited accounts for the village must be displayed on a
notice board in a common area of the village for at least 1 month
starting not later than 4 months after the end of the financial year to
which the accounts relate.
Part 6
Financial management
Part 6 Financial management
Division 6.5 Surplus or deficit of accounts
Section 40
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Div 6
5 Surplus or deficit of accounts
Division 6.5 Surplus or deficit of accounts
40
Making good of deficit—Act, s 174 (3) (c)
40 Making good of deficit—Act, s 174 (3) (c)
The operator of a retirement village may carry forward a deficit to a
later financial year to the extent that the deficit is caused by—
(a) the urgent repair (but not replacement) of a capital item; or
Note Urgent—see the Act, s 136.
(b) an increase in the cost of the following:
(i) utilities (other than telephone);
(ii) statutory charges, including rates and taxes;
(iii) wages and salaries increased under an award or industrial
agreement, or a fair work instrument made under the Fair
Work Act 2009 (Cwlth);
(iv) workers compensation and public liability insurance.
Disputes Part 7
Dispute resolution Division 7.1
Section 41
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Part 7 Disputes
Division 7.1 Dispute resolution
41
Representative for residents in dispute—Act, s 176 (2)
41 Representative for residents in dispute—Act, s 176 (2)
Two or more residents who claim that a dispute mentioned in the Act,
section 176 (1) (Disputes between operator and resident—application
to ACAT) has arisen may nominate a resident as their representative
in the dispute (whether or not the nominated resident is a party to the
dispute) if—
(a) each resident who is a party to the dispute signs a statement to
the effect that the resident named in the statement is nominated
as the signatory’s representative; and
(b) the nominated resident gives written consent to the nomination.
Division 7.2 ACAT—applications and orders
42
Time for making ACAT applications
42 Time for making ACAT applications
(1) An application to the ACAT under a section of the Act mentioned in
an item in schedule 3 (Time for making ACAT applications) must be
made within the time mentioned in column 3 of the item.
(2) An application to the ACAT under any other section of the Act may
be made at any time.
43
ACAT applications by residents committee
43 ACAT applications by residents committee
(1) The residents committee for a retirement village may, at the request
of 1 or more residents of the village, apply to the ACAT on behalf of
the resident for an order for which the resident may apply.
(2) The residents committee may apply to the ACAT on behalf of all
residents of the village for an order for which a resident may apply if
the residents consent to the application.
Part 7
Disputes
Part 7 Disputes
Div 7
2 ACAT—applications and orders
Division 7.2 ACAT—applications and orders
Section 44
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(3) The residents’ consent must be obtained by—
(a) the proposal being put to a meeting of the residents; and
(b) the vote for the proposal being decided by a show of hands.
(4) A resident who does not want to be a party to the proceeding must
give the residents committee written notice of that fact before the
application to the ACAT is made.
(5) If the residents committee receives a written notice from a resident
under subsection (4), the committee must exclude the resident from
the application.
44
ACAT may decide other party to application by operator
44 ACAT may decide other party to application by operator
The ACAT may, if it considers it appropriate to do so, order that 1 or
more stated residents of a retirement village, or all the residents of the
village, are the other parties to an application to the ACAT by the
operator of the village.
45
ACAT additional orders—Act, s 181 (1) (k)
45 ACAT additional orders—Act, s 181 (1) (k)
The ACAT may amend, set aside or stay an order of the ACAT in
force under the Act.
46
Differential orders
46 Differential orders
The ACAT may make different orders in relation to different
residents of a retirement village in deciding—
(a) an application to which 2 or more residents of the village are
parties (whether the application was made jointly by the
residents or by the residents committee on behalf of the
residents); or
(b) an application made by the operator of the village to which 2 or
more residents are the other parties.
Ending residence contracts Part 8
General principles about ending residence contracts Division 8.1
Section 47
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Part 8 Ending residence contracts
Division 8.1 General principles about ending
residence contracts
47
Time for giving notice to end contract—Act, s 184 (2)
47 Time for giving notice to end contract—Act, s 184 (2)
(1) A notice mentioned in the Act, section 184 (Notice of intention to
seek ending of contract) must be given—
(a) not earlier than 14 days before the intending applicant applies to
the ACAT for an order to end a residence contract; and
(b) not later than the time the intending applicant makes the
application to the ACAT.
(2) If the intending applicant does not apply to the ACAT for the order
within 14 days after giving the notice, the intending applicant must
give a new notice within the time required under subsection (1) before
the application may be made.
(3) This section does not apply to an application to the ACAT under the
Act, section 190 (Ending on grounds of upgrade or change of use).
Note Under the Act, s 190 (2), the operator is required to give the resident at
least 12 months written notice of the operator’s intention to apply to the
ACAT for an order ending the resident’s residence contract.
Division 8.2 Uncollected goods
48 Meaning of uncollected goods—div 8.2
In this division:
uncollected goods, of a former occupant of residential premises in a
retirement village, do not include the following:
(a) any additions made to the premises by the former occupant;
(b) any fixtures installed in the premises by the former occupant.
Part 8 Ending residence contracts
Division 8.2 Uncollected goods
Section 49
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49
Disposal of perishable and certain other uncollected
49 Disposal of perishable and certain other uncollected
goods—Act, s 203 (1) (b)
(1) The operator of a retirement village may remove and dispose of goods
left in residential premises in the village by a former occupant of the
village if the goods are—
(a) perishable foodstuffs; or
(b) goods that it would be unsafe or unhealthy to store.
(2) The operator may remove and dispose of the goods—
(a) if the former occupant’s residence contract was ended by an
ACAT order—immediately after the day the former occupant
vacated the residential premises; and
(b) if the residence contract was ended otherwise than by an ACAT
order—at any time after the contract is ended.
50
Storage of other uncollected goods
50 Storage of other uncollected goods
(1) The operator of a retirement village commits an offence if the
operator fails to deal with uncollected goods of a former occupant of
the village (other than goods mentioned in section 49 (1)) in
accordance with this section.
Maximum penalty: 20 penalty units.
(2) The operator must leave the goods in the residential premises, or store
them in a secure place for at least 30 days after—
(a) the day the operator issued a notice under the Act,
section 203 (2) (Disposal of uncollected goods); or
Ending residence contracts Part 8
Uncollected goods Division 8.2
Section 51
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(b) if the operator does not have a forwarding address for the former
occupant (or the address of the executor or administrator of the
estate of the former occupant)—
(i) if the former occupant’s residence contract was ended on
an ACAT order—the day the former occupant vacated the
residential premises; or
(ii) in any other case—the day the former occupant’s residence
contract was ended.
51
Claiming uncollected goods
51 Claiming uncollected goods
(1) A person who is entitled to possession of uncollected goods of a
former occupant of a retirement village may claim the goods at any
time before they are destroyed, sold or otherwise dealt with under this
division.
(2) If the operator of the village is satisfied, on reasonable grounds, that
the person claiming the uncollected goods is entitled to them, the
operator must deliver up the goods to the person, free of any charge
(other than a removal or storage charge).
(3) The operator may require payment of any reasonable costs and
expenses incurred in removing or storing the goods before delivering
the goods to the person.
(4) However, if the claim is for some but not all of the goods and the
remaining goods are of sufficient value to cover the reasonable costs
and expenses of removing or storing all the goods, the operator must
deliver the claimed goods to the person without requiring payment
for removal or storage.
Part 8
Ending residence contracts
Part 8 Ending residence contracts
Div 8
2 Uncollected goods
Division 8.2 Uncollected goods
Section 52
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52
Disposal of uncollected goods after storage
52 Disposal of uncollected goods after storage
(1) This section applies to uncollected goods mentioned in section 50.
(2) The operator of a retirement village commits an offence if, at the end
of the 30-day period mentioned in section 50 (2), the operator fails to
deal with the uncollected goods in accordance with this section.
Maximum penalty: 20 penalty units.
(3) The operator must send any uncollected personal documents of a
former occupant of the village to—
(a) the former occupant’s forwarding address; or
(b) the address of the executor or administrator of the former
occupant’s estate.
(4) If the operator does not have an address mentioned in subsection (3),
the operator must—
(a) if possible, return the personal documents to their place of
origin; and
Examples
• return financial statements to the issuing financial institution
• return a licence to the issuing authority
• return a passport to the Commonwealth Government
(b) keep the other personal documents in a secure place for at least
6 months, and then dispose of them as the operator sees fit,
taking reasonable steps to ensure the privacy of the former
occupant or any other person.
(5) If the operator believes on reasonable grounds that an individual item
of uncollected goods (other than a personal document) is worth less
than $100, the operator may give the item to a charitable organisation
or otherwise dispose of it.
Ending residence contracts Part 8
Uncollected goods Division 8.2
Section 53
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(6) The operator must sell by public auction any item of uncollected
goods (other than a personal document) that the operator believes on
reasonable grounds is worth $100 or more.
(7) In this section:
personal documents, of a former occupant, means certificates,
financial records and statements, licences, medical records, passports,
personal correspondence, photographs and any other document the
former occupant (or a member of the former occupant’s family)
would reasonably be expected to want to keep.
53
Records and accounting
53 Records and accounting
(1) The operator of a retirement village must make and keep for at least
2 years a record of all uncollected goods that the operator disposes of
under section 52.
(2) The operator must account to the former occupant (or to the executor
or administrator of the former occupant’s estate) for the balance of
the proceeds of the sale of the goods after the deduction of the
reasonable costs of removing, storing and selling the goods.
(3) However, if the operator does not have an address mentioned in
section 52 (3), the balance of the proceeds must be dealt with as
unclaimed amounts under the Unclaimed Money Act 1950, part 3
(Unclaimed amounts payable by companies).
Part 9 Prescribed rates of interest
Section 54
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Part 9
Prescribed rates of interest
Part 9 Prescribed rates of interest
54
Prescribed rate of interest—Act, s 213 (3)
54 Prescribed rate of interest—Act, s 213 (3)
The prescribed rate of interest is the rate prescribed for the Act,
section 41 (5) (b).
Note The rate for the Act, s 41 (5) (b) is prescribed by s 9.
55
Prescribed rate of interest—Act, s 235 (6) (b)
55 Prescribed rate of interest—Act, s 235 (6) (b)
The prescribed rate of interest is the rate prescribed for the Act,
section 41 (5) (b).
Note The rate for the Act, s 41 (5) (b) is prescribed by s 9.
56
Prescribed rate of interest—Act, s 237 (3)
56 Prescribed rate of interest—Act, s 237 (3)
The prescribed rate of interest is the rate prescribed for the Act,
section 41 (5) (b).
Note The rate for the Act, s 41 (5) (b) is prescribed by s 9.
57
Prescribed rate of interest—Act, s 238 (8) (b)
57 Prescribed rate of interest—Act, s 238 (8) (b)
The prescribed rate of interest is the rate prescribed for the Act,
section 41 (5) (b).
Note The rate for the Act, s 41 (5) (b) is prescribed by s 9.
Protection of ingoing contributions paid by residents other than registered
interest holders
Part 10
Section 58
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Part 10
Protection of ingoing
Part 10 Protection of ingoing
contributions paid by residents
other than registered interest
holders
58
Refund of ingoing contribution—Act, s 241 (1) (b)
58 Refund of ingoing contribution—Act, s 241 (1) (b)
The amount of $10 000 is prescribed.
Part 11 Consent of residents
Section 59
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Part 11
Consent of residents
Part 11 Consent of residents
59
Conduct of written ballots generally—Act, sch 1,
59 Conduct of written ballots generally—Act, sch 1,
s 1.3 (1) (b)
A written ballot must be conducted in accordance with schedule 4,
part 4.2 (Conducting a written ballot).
60
When written ballot required—Act, sch 1, s 1.3 (2)
60 When written ballot required—Act, sch 1, s 1.3 (2)
(1) The residents of a retirement village may decide, by a show of hands
at any meeting at which a particular measure or action is discussed,
whether the vote on the measure or action is to be taken by a written
ballot.
(2) If 50% or more of the residents present at the meeting decide that the
vote is to be taken by a written ballot, the vote must be taken by a
written ballot.
Note A written ballot is also required if a measure or action requires a special
resolution (see Act, sch 1, s 1.5).
60A
Conduct of written ballots for special resolutions—Act,
60A Conduct of written ballots for special resolutions—Act,
sch 1, s 1.5
A written ballot in relation to a measure or action requiring a special
resolution must be conducted in accordance with schedule 4—
(a) part 4.2 (Conducting a written ballot); and
(b) part 4.3 (Additional requirements for special resolution).
Miscellaneous Part 12
Section 61
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Part 12
Miscellaneous
Part 12 Miscellaneous
61
Resident—Act, dict, def resident, par (b) (ii)
61 Resident—Act, dict, def resident, par (b) (ii)
(1) A person to whom subsection (2) applies is prescribed.
(2) This subsection applies to a person who—
(a) is the domestic partner of another resident; and
(b) occupies residential premises in the retirement village with the
other resident; and
(c) continues to occupy the residential premises after the other
resident dies or permanently vacates the premises.
Note Domestic partner—see the Legislation Act, s 169 (1).
Schedule 1 Contents of village contracts
Part 1.1 Matter to be included in village contracts
Section 1.1
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Schedule 1 Contents of village contracts
(s 13 (1))
Part 1.1 Matter to be included in village
contracts
1.1 Information to be included in village contract
A village contract for a resident in a retirement village must include
the following information:
(a) the name of the retirement village to which the contract relates;
(b) the address in the village of the resident’s residential premises;
(c) the full names of the parties to the contract;
(d) the signatures of the parties to the contract;
(e) the name and address of an operator of the village who is not a
party to the contract;
(f) the name and address of the resident’s agent (if any) appointed
under the Act, section 101 (Right to appoint agent);
(g) the date the disclosure statement and the information under the
Act, section 28 (Information to be given to prospective
residents) were given to the resident (or a person acting on the
resident’s behalf);
(h) the date the contract is made;
(i) if the operator is the other party to the contract—
(i) the name and address of the operator’s agent (if any);
(ii) the date the copy of the contract was given to the resident
(or a person acting on the resident’s behalf);
Contents of village contracts Schedule 1
Matter to be included in village contracts Part 1.1
Section 1.1A
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(iii) the amount of any ingoing contribution payable by the
resident and the date by when it must be paid;
(iv) the amount of recurrent charges payable by the resident as
at the date the contract is drafted;
(v) the date from which those charges become payable;
(vi) the date agreed as the date the resident is entitled to occupy
the premises (subject to completion of construction, and
not precluding an earlier date if an earlier date is later
agreed between the operator and the resident);
(j) a provision reflecting the Act, section 88 (Compliance with
village rules by people other than operator and residents);
(k) if a residence contract entitles the resident to the use of a garage,
parking space or storeroom—details of the garage, parking
space or storeroom.
1.1A Time for payment of ingoing contribution instalments
(1) This section applies if a village contract provides that the ingoing
contribution must be paid in instalments at intervals stated in the
contract.
(2) The village contract must state the day that the balance of the ingoing
contribution is payable.
Schedule 1 Contents of village contracts
Part 1.2 Headings and additional matter to be included in village contracts
Section 1.2
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Part 1.2 Headings and additional matter
to be included in village
contracts
1.2 Cooling-off period
(1) A village contract must include a clause with the heading
‘Cooling-off period’ printed in bold font.
(2) The clause must—
(a) explain the resident’s rights to rescind the contract free of any
loss or penalty during the cooling-off period; and
(b) state—
(i) the length of the cooling-off period; and
(ii) the method by which the resident can rescind the contract;
and
(iii) the time within which any money the rescinding party has
paid under the contract is to be repaid.
(3) A residence contract must include a statement to the effect that the
cooling-off period is waived if the resident begins living in the
premises.
1.3 Retirement village legislation
(1) A village contract must include a clause with the heading ‘Retirement
village legislation’ printed in bold font.
(2) The clause must include a statement—
(a) about the existence of the Act and this regulation; and
(b) to the effect that the contract is subject to the provisions of the
Act and this regulation.
Contents of village contracts Schedule 1
Headings and additional matter to be included in village contracts Part 1.2
Section 1.4
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1.4 Ingoing contribution
(1) A village contract must include a clause with the heading ‘Ingoing
contribution’ printed in bold font.
(2) The clause must include the following:
(a) if an ingoing contribution is to be paid by instalments—a
statement setting out the conditions under which it is to be paid;
(b) a statement about whether interest is payable to the resident
while the operator has use of the ingoing contribution;
(c) if part or all of the ingoing contribution is to be
non-refundable—a statement to that effect;
(d) a statement about how much of the ingoing contribution the
resident will get back if, after the cooling-off period, the
resident—
(i) dies before taking up residence in the residential premises;
or
(ii) after taking up residence, permanently vacates the
premises within the period stated in the contract.
1.5 Recurrent charges
(1) A village contract must include a clause with the heading ‘Recurrent
charges’ printed in bold font.
(2) The clause must include the following:
(a) the intervals or dates when any recurrent charges are payable
under the contract;
(b) how the recurrent charges may be paid;
Schedule 1 Contents of village contracts
Part 1.2 Headings and additional matter to be included in village contracts
Section 1.5
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(c) if recurrent charges payable by the resident are to be amended
in accordance with a fixed formula—
(i) the intervals or dates when recurrent charges are to be
amended; and
(ii) the fixed formula used to decide amendments in the
amount of recurrent charges; and
(iii) the amount of written notice (not less than 14 days) that
will be given to the resident to amend the amount of
recurrent charges;
(d) if recurrent charges payable by the resident may be amended
other than in accordance with a fixed formula—
(i) the intervals or dates when the operator may propose an
amendment of the amount of recurrent charges; and
(ii) any upper limit by which the operator agrees not to propose
an increase; and
(iii) the amount of written notice (not less than 60 days) that
will be given to the resident if an amendment is proposed;
and
(iv) a statement to the effect that the amount of recurrent
charges cannot be amended unless affected residents
consent to the amendment or the ACAT orders the
amendment to take effect;
(e) a statement to the effect that if the resident is absent from the
village for any reason for at least the period (of not more than
28 consecutive days) stated in the contract, the resident is not
liable for recurrent charges for optional services in relation to
the remainder (if any) of that absence;
(f) a statement about whether the resident is liable to continue to
pay recurrent charges after permanently vacating the premises
and, if so, for what period and under what conditions.
Contents of village contracts Schedule 1
Headings and additional matter to be included in village contracts Part 1.2
Section 1.6
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1.6 Services and facilities
(1) A village contract must include a clause with the heading ‘Services
and facilities’ printed in bold font.
(2) The clause must include the following:
(a) a description of all services provided or made available to the
resident by, or on behalf of, the operator;
(b) a statement about any additional or optional services available
to the resident on a ‘user pays’ basis, and the cost of those
services as at the date of preparation of the contract;
(c) a list of all facilities within the village available for the resident’s
use.
(3) The contract must identify any services or facilities that the
development consent for the village requires to be provided for the
life of the village.
(4) Representations (if any) about proposed services or facilities made
before the contract is entered into—
(a) must be stated in the contract; and
(b) must identify the service or facility; and
(c) must state the date by when that service or facility is to be
provided or made available.
(5) The contract—
(a) may distinguish between general services and optional services;
and
(b) if it does, must include a statement to the effect that the ACAT
has the power to override this determination in the event of a
dispute.
Schedule 1 Contents of village contracts
Part 1.2 Headings and additional matter to be included in village contracts
Section 1.7
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(6) The contract must include a statement drawing the resident’s attention
to the fact that services and facilities may be reduced or (except for
those required by the development consent to be provided for the life
of the village) withdrawn or otherwise amended, but only if the
residents of the village pass a special resolution in accordance with
the provisions of the Act.
(7) The contract must make it clear that the resident has no right to
compensation if services or facilities are reduced or withdrawn or
otherwise amended in accordance with a special resolution of the
residents.
1.7 Fixtures, fittings and furnishings
(1) A village contract must include a clause with the heading ‘Fixtures,
fittings and furnishings’ printed in bold font.
(2) The clause must list the fixtures, fittings and furnishings that are to
be provided in the residential premises.
1.8 Repairs and maintenance
(1) A village contract must include a clause with the heading ‘Repairs
and maintenance’ printed in bold font.
(2) The clause must set out the process by which the resident can ask the
operator to carry out necessary repairs and maintenance.
1.9 Alterations and additions
(1) A village contract must include a clause with the heading ‘Alterations
and additions’ printed in bold font.
(2) The clause must—
(a) state the conditions under which a resident may alter or add to
the residential premises; and
Contents of village contracts Schedule 1
Headings and additional matter to be included in village contracts Part 1.2
Section 1.10
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(b) include a provision to the effect that the resident may, at any
time before permanently vacating the premises, remove any
fixture that the resident has added to the premises.
1.10 Operator’s access to premises
(1) A village contract must include a clause with the heading ‘Operator’s
access to premises’ printed in bold font.
(2) The clause must set out the circumstances under which the operator,
or a person authorised by the operator, may enter the residential
premises.
1.11 Village rules
(1) A village contract must include a clause with the heading ‘Village
rules’ printed in bold font.
(2) The clause must include a statement to the effect that if a village rule
is inconsistent with a term of a village contract—
(a) the village rule prevails to the extent of the inconsistency; but
(b) if the inconsistent term of the village contract is a standard term,
the term prevails over the rule.
1.12 Dispute resolution
(1) A village contract must include a clause with the heading ‘Dispute
resolution’ printed in bold font.
(2) The clause must—
(a) set out the resident’s right to apply to the ACAT if the resident
considers a term of the contract to be harsh, oppressive,
unconscionable or unjust; and
Schedule 1 Contents of village contracts
Part 1.2 Headings and additional matter to be included in village contracts
Section 1.13
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(b) draw the resident’s attention to the existence of the ACAT, and
the resident’s right to apply for a range of orders from the
ACAT, including the following:
(i) an order that amends or sets aside a provision of the
contract or a village rule that conflicts with the Act;
Note A reference to an Act includes a reference to the statutory
instruments made or in force under the Act, including any
regulation (see Legislation Act, s 104).
(ii) an order that the operator comply with the Act;
(iii) an order to enforce a provision of the contract or a village
rule.
1.13 Changes in operator
(1) A village contract must include a clause with the heading ‘Changes
in operator’ printed in bold font.
(2) The clause must—
(a) include a statement to the effect that the terms of the contract are
enforceable against an operator of the village; and
(b) if a trustee is involved—set out the conditions on which the
trustee is appointed and any rights the resident may have
because of that appointment.
1.14 Ending the contract
(1) A village contract must include a clause with the heading ‘Ending the
contract’ printed in bold font.
(2) The clause must—
(a) set out the methods by which the contract may be ended,
including a list of the grounds on which the resident or operator
may apply to the ACAT to end the contract; and
Contents of village contracts Schedule 1
Headings and additional matter to be included in village contracts Part 1.2
Section 1.15
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(b) include a statement to the effect that the contract cannot be
ended by the operator unless the operator obtains an order from
the ACAT.
1.15 Transfers
(1) A village contract must include a clause with the heading ‘Transfers’
printed in bold font.
(2) The clause must—
(a) set out the conditions, if any, under which the resident may ask
for a transfer to other residential premises within the retirement
village, or to other accommodation for older people run by the
same operator; and
(b) disclose the general financial basis on which a transfer may be
effected.
(3) If the operator of the retirement village has an associated facility that
is a residential care home, the clause must also include a statement to
the effect that—
(a) places in those facilities are allocated on the basis of a resident’s
needs; and
(b) entry is subject to approval for access; and
(c) a transfer to the associated facility cannot be guaranteed.
1.16 Departure fees
(1) A village contract must include a clause with the heading ‘Departure
fees’ printed in bold font.
(2) The clause must—
(a) state whether a departure fee is payable by the resident on the
ending of the contract; and
Sch 1
Contents of village contracts
Schedule 1 Contents of village contracts
Part 1
2 Headings and additional matter to be included in village contracts
Part 1.2 Headings and additional matter to be included in village contracts
Section 1.17
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(b) if a departure fee is payable—set out the method of working out
the departure fee; and
(c) include a statement to the effect that no departure fee is payable
in relation to any period after the resident permanently vacates
the premises.
1.17 Capital gain or loss
(1) A village contract must include a clause with the heading ‘Capital
gain or loss’ printed in bold font.
(2) The clause must state—
(a) whether any capital gain or loss, or increase in ingoing
contribution paid by the incoming resident, is to be shared
between the resident and the operator; and
(b) if so—the relevant percentages.
1.18 Refund of payment to resident
(1) A village contract must include a clause with the heading ‘Refund of
payment to resident’ printed in bold font.
(2) The clause must—
(a) set out in full the method of working out any refund or payment
due to the resident on ending the contract, the time for its
payment and any relevant conditions on its payment; and
(b) if 2 or more residents are parties to the contract—
(i) state whether a partial refund is payable if 1 resident
permanently vacates the residential premises; and
(ii) if so, the circumstances under which a partial refund is
payable.
Contents of village contracts Schedule 1
Headings and additional matter to be included in village contracts Part 1.2
Section 1.19
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1.19 Changes to this contract
(1) A village contract must include a clause with the heading ‘Changes
to this contract’ printed in bold font.
(2) The contract must include a statement to the effect that the resident is
not obliged to agree to amend the contract, or to end the contract and
enter into a new one, because of changes in legislation (unless the
legislation requires the amendment or ending) or for any other reason.
1.20 Annexures
(1) A village contract must include a clause with the heading
‘Annexures’ printed in bold font.
(2) The clause must mention the following, which must be annexed to the
contract:
(a) a copy of the disclosure statement given to the resident;
(b) a copy of the current village rules (if any);
(c) a copy of any applicable condition report.
Schedule 2 Matter to be excluded from village contracts
Section 2.1
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Schedule 2 Matter to be excluded from
village contracts
(s 13 (2))
2.1 Dispute resolution
A village contract must not require the parties to the contract to
attempt to resolve disputes between them by any process other than
the process provided under the Act.
2.2 Wills
A village contract must not require a resident to have a will or to tell
the operator about the location of a will.
2.3 Insurance
(1) A village contract must not include a provision under which the
resident is required, or agrees, to take out an insurance policy,
including contents insurance, ambulance fund or other form of health
insurance.
(2) However, the contract may require a resident who uses a motorised
wheelchair to take out appropriate insurance in relation to the
wheelchair.
2.4 Legal, accounting and other expenses
A village contract must not include a provision enabling a resident to
be charged individually for legal, accounting or other services
incurred by the operator in—
(a) corresponding with the resident or a person acting on the
resident’s behalf; or
(b) enforcing the contract.
Matter to be excluded from village contracts Schedule 2
Section 2.5
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2.5 Absences
A village contract must not restrict the time a resident may be absent
from the village.
2.6 Penalty terms
A village contract must not provide that, if a resident breaches the
contract or the village rules, the resident is liable to pay—
(a) an increased amount of recurrent charges; or
(b) an amount as a penalty; or
(c) an amount as liquidated damages.
2.7 Exclusions
A village contract must not include a provision to the effect that a
resident will not have the benefit or advantage of any legislation that
may come into force and has the effect of relieving the resident of any
obligation or liability under the contract.
2.8 Recurrent charges
(1) This section applies to a village contract that makes provision for the
recurrent charges payable by a resident to be amended according to a
fixed formula.
(2) The formula must not include a component relating to the actual or
proposed expenditure of the village.
2.9 Disclaimers
A village contract must not include a provision removing liability
from the operator for any negligent act or omission by the operator,
its employees or agents.
Sch 2
Matter to be excluded from village contracts
Schedule 2 Matter to be excluded from village contracts
Section 2.10
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2.10 Entire agreement
A village contract must not include a provision to the effect that the
written contract represents the entire agreement between the parties
to the contract.
2.11 Current value of premises
A village contract must not include a provision that requires a former
occupant to pay the difference between—
(a) any value determined for, or assigned to, the occupant’s
residential premises (by the operator or otherwise) before a
village contract with a prospective resident in relation to the
premises is entered into; and
(b) the amount paid by a prospective resident under a village
contract for the premises.
Time for making ACAT applications Schedule 3
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Schedule 3 Time for making ACAT
applications
(s 42 (1))
column 1
item
column 2
section
column 3
time during which application may be made
1 27 (2) not earlier than 14 days after date of request for general inquiry
document or disclosure statement
2 57 (3) not earlier than 1 month after service of rescission notice
3 57 (9) (a) up to 3 months after date of rescission
4 57 (9) (b) up to 3 months after date of rescission
5 58 (4) up to 3 months after date of rescission
6 85 (4) up to 30 days after date of notification of refusal to consent
7 153 (6) no earlier than 14 days after date of request by residents committee
under section 153 (4)
8 154 (1) up to 30 days after date of notification of refusal to consent or, if
residents do not notify, up to 14 days after end of period under
section 153 (2)
9 161 not earlier than 59 days immediately before commencement of the
financial year and any time until the end of the financial year
10 186 (2) up to 7 days after date of notification of differing opinion as to
condition of premises
11 188 (1) not later than 14 days after service of notice under section 184
12 188 (2) not later than 14 days after service of notice under section 184
13 189 (1) up to 30 days after alleged incident became known to operator
Sch 3
Time for making ACAT applications
Schedule 3 Time for making ACAT applications
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column 1
item
column 2
section
column 3
time during which application may be made
14 195 (2) up to 30 days after date set for vacation by earlier ACAT order
15 202 (2) any time before goods are disposed of under section 203
16 203 (1) not earlier than 30 days after date of notice required under
section 203 (2)
if the notice cannot be given, application cannot be made earlier
than 30 days after the date—
(a) if the residence contract was ended by an ACAT order—
the former occupant vacated premises; or
(b) in any other case—the residence contract was ended
17 206 (2) up to 12 months after date operator deals with the goods
18 219 (4) up to 3 months after date of receipt of claim
19 238 (6) not earlier than 1 month before end of period mentioned in
section 238 (2) (h) and not later than 14 days after end of that
period
20 240 (3) (a) up to 14 days after due date for payment
Conduct of written ballots Schedule 4
Preliminary Part 4.1
Section 4.1
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Schedule 4 Conduct of written ballots
(s 59)
Part 4.1 Preliminary
4.1 Definitions—sch 4
In this schedule:
ballot means a ballot conducted at a meeting of residents of a
retirement village.
qualified voter, for a ballot, means a resident of the retirement village
where the ballot is conducted.
returning officer, for a ballot, means a person elected as returning
officer under section 4.3.
Schedule 4 Conduct of written ballots
Part 4.2 Conducting a written ballot
Section 4.2
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Part 4.2 Conducting a written ballot
4.2 Application—pt 4.2
This part applies if a written ballot is required at a meeting of
residents of a retirement village.
Note A written ballot may be required under s 60 and is required for a special
resolution (see Act, sch 1, s 1.5).
4.3 Election of returning officer
(1) The residents of a retirement village must elect a returning officer for
a written ballot by a show of hands at a meeting of the residents.
(2) A person is eligible to be selected as a returning officer for a written
ballot if the person is—
(a) a resident of the retirement village; and
(b) not a member of the residents committee; and
(c) not standing for election to the residents committee.
4.4 Conduct of written ballot
(1) Before the meeting for a written ballot, the ballot papers must be
prepared by—
(a) the residents committee for the retirement village; or
(b) if the residents committee has not convened the meeting or there
is no residents committee for the village—the operator of the
village.
(2) Enough ballot papers must be prepared so that a ballot paper can be
given to each qualified voter.
Conduct of written ballots Schedule 4
Conducting a written ballot Part 4.2
Section 4.5
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(3) The ballot paper must contain details of the measure or action for
which the ballot is being held and directions about the way a vote is
to be recorded and returned to the returning officer.
Example
The ballot paper may have the question to be answered followed by a ‘yes’ box and
a ‘no’ box and instructions that the vote clearly mark one of the boxes with a tick
or cross.
(4) At the meeting, the returning officer must give each qualified voter
(or if the qualified voter has a proxy, the voter’s proxy) a ballot paper
initialled by the person who prepared the ballot paper.
(5) In order to vote on the resolution at the meeting, a qualified voter (or
if the qualified voter has a proxy, the voter’s proxy) must do the
following:
(a) record a vote on the ballot paper in accordance with the
directions shown on it;
(b) fold the completed ballot paper so that the vote cannot be seen;
(c) place the ballot paper in the ballot box.
4.5 Counting and reporting votes
(1) The returning officer must, as soon as practicable after a vote is
completed, work out the result of the vote by counting the votes,
including any proxy or postal votes.
(2) When the result of the vote is worked out, the returning officer
must—
(a) announce the result; and
(b) prepare a written report of the result; and
(c) give copies of the report to the residents.
(3) The returning officer must—
(a) give copies of the report to the residents committee (if any); and
Schedule 4 Conduct of written ballots
Part 4.2 Conducting a written ballot
Section 4.6
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(b) place a copy of the report on a notice board in a communal area
within the retirement village.
4.6 Returning officer’s decision final
A decision of the returning officer in relation to a vote is final.
Conduct of written ballots Schedule 4
Additional requirements for special resolution Part 4.3
Section 4.7
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Part 4.3 Additional requirements for
special resolution
4.7 Application—pt 4.3
This part applies if a measure or action relating to a retirement village
requires a special resolution.
4.8 Special resolution—notice
(1) A resolution about a measure or action requiring a special resolution
must be put to a meeting of the residents of the village.
(2) Each resident of the village must be given at least 21 days written
notice of the meeting by—
(a) the residents committee for the village; or
(b) if the residents committee has not convened the meeting or there
is no residents committee for the village—the operator of the
village.
(3) However, for a vote under the Act, section 112 (5) in relation to a
special resolution at a meeting, each resident must be given at least
14 days written notice of the meeting.
Note Under the Act, s 112 (5), residents of a village may vote at a meeting to
allow each resident occupying the same residential premises to have a
separate vote at the meeting.
(4) The notice must—
(a) include the resolution; and
(b) state that the resolution is to be put as a special resolution; and
(c) state that residents of the village may cast their vote, in writing,
before the meeting; and
Sch 4
Conduct of written ballots
Schedule 4 Conduct of written ballots
Part 4
3 Additional requirements for special resolution
Part 4.3 Additional requirements for special resolution
Section 4.9
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(d) state that, if a resident wishes to cast their vote before the
meeting, the resident may—
(i) ask the entity that convened the meeting for a ballot paper;
and
(ii) cast a postal vote in accordance with section 4.9.
4.9 Special resolution—postal vote
(1) A qualified voter may, before a meeting for a special resolution, cast
a vote (a postal vote) by giving it in writing to—
(a) the residents committee; or
(b) if the residents committee has not convened the meeting or there
is no residents committee for the village—the operator of the
village.
(2) A postal vote received before the meeting must be kept in a safe and
secure place.
(3) At the meeting, each postal vote must be—
(a) accounted for against a current list of residents; and
(b) handed to the returning officer.
(4) If a qualified voter has cast a postal vote in accordance with this
section, the voter cannot—
(a) change or withdraw the postal vote; or
(b) vote in person or by proxy at the meeting in relation to the
special resolution.
4.10 Special resolution—quorum
(1) A special resolution submitted at a meeting of the residents of a
retirement village must not be considered unless a quorum is able to
vote on the resolution at the meeting, either personally, by postal vote
or by proxy.
Conduct of written ballots Schedule 4
Additional requirements for special resolution Part 4.3
Section 4.10
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(2) A quorum is made up by 1 of the following:
(a) for a village that is subject to a units plan—a minimum of 1/3 of
the qualified voters in the units plan;
(b) for a village that has fewer than 10 occupied residential
premises—the qualified voters from a majority of the occupied
premises;
(c) in any other case—a minimum of 5 qualified voters, or 1/2 of
qualified voters (whichever is the greater).
(3) If a quorum is not present within 1/2 an hour after the resolution arises
for consideration at the meeting, the meeting must be adjourned for
at least 7 days.
(4) If a quorum is not present within 1/2 an hour after the time fixed for
the adjourned meeting, the qualified voters present personally or by
proxy or postal vote constitute a quorum for considering the
resolution.
Dictionary
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Dictionary
(see s 3)
Note 1 The Legislation Act contains definitions relevant to this regulation.
For example:
• Act
• Corporations Act
• director-general (see s 163)
• domestic partner (see s 169 (1))
• fail
• human rights commission.
Note 2 Terms used in this regulation have the same meaning that they have in
the Retirement Villages Act 2012 (see Legislation Act, s 148). For
example, the following terms are defined in the Retirement Villages
Act 2012, dict:
• annual management meeting
• approved annual budget
• capital gain
• capital item
• capital maintenance
• capital works fund
• close associate, of the operator of a retirement village
• community title scheme
• company title scheme
• condition report
• disclosure statement
• former occupant
• financial year, of a retirement village
• ingoing contribution
• operator, of a retirement village
• owners corporation
• permanently vacate, residential premises
• proposed annual budget
• prospective resident
Dictionary
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• proxy
• recurrent charge
• registered provider
• residence contract
• residential care home
• residential premises
• resident, of a retirement village
• residents committee
• retirement village
• special resolution
• village contract
• village rules.
ballot, for schedule 4 (Conduct of written ballots)—see schedule 4,
section 4.1.
prevention of elder abuse strategy—see section 18A (1).
qualified voter, for a ballot, for schedule 4 (Conduct of written
ballots)—see schedule 4, section 4.1.
returning officer, for a ballot, for schedule 4 (Conduct of written
ballots)—see schedule 4, section 4.1.
uncollected goods, for division 8.2 (Uncollected goods)—see
section 48.
Endnotes
1 About the endnotes
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Endnotes
1 About the endnotes
Amending and modifying laws are annotated in the legislation history and the
amendment history. Current modifications are not included in the republished law
but are set out in the endnotes.
Not all editorial amendments made under the Legislation Act 2001, part 11.3 are
annotated in the amendment history. Full details of any amendments can be
obtained from the Parliamentary Counsel’s Office.
Uncommenced amending laws are not included in the republished law. The details
of these laws are underlined in the legislation history. Uncommenced expiries are
underlined in the legislation history and amendment history.
If all the provisions of the law have been renumbered, a table of renumbered
provisions gives details of previous and current numbering.
The endnotes also include a table of earlier republications.
2
Abbreviation key
2 Abbreviation key
A = Act NI = Notifiable instrument
AF = Approved form o = order
am = amended om = omitted/repealed
amdt = amendment ord = ordinance
AR = Assembly resolution orig = original
ch = chapter par = paragraph/subparagraph
CN = Commencement notice pres = present
def = definition prev = previous
DI = Disallowable instrument (prev...) = previously
dict = dictionary pt = part
disallowed = disallowed by the Legislative r = rule/subrule
Assembly reloc = relocated
div = division renum = renumbered
exp = expires/expired R[X] = Republication No
Gaz = gazette RI = reissue
hdg = heading s = section/subsection
IA = Interpretation Act 1967 sch = schedule
ins = inserted/added sdiv = subdivision
LA = Legislation Act 2001 SL = Subordinate law
LR = legislation register sub = substituted
LRA = Legislation (Republication) Act 1996 underlining = whole or part not commenced
mod = modified/modification or to be expired
Endnotes
Legislation history 3
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3 Legislation history
Retirement Villages Regulation 2013 SL2013-5
notified LR 1 March 2013
s 1, s 2 commenced 1 March 2013 (LA s 75 (1))
remainder commenced 4 March 2013 (s 2 and see Retirement Villages
Act 2012 A2012-38, s 2 and LA s 79)
as amended by
Retirement Villages Amendment Regulation 2013 (No 1) SL2013-21
notified LR 15 August 2013
s 1, s 2 commenced 15 August 2013 (LA s 75 (1))
remainder commenced 16 August 2013 (s 2)
Justice and Community Safety Legislation Amendment Act 2014
(No 2) A2014-49 sch 1 pt 1.15
notified LR 10 November 2014
s 1, s 2 commenced 10 November 2014 (LA s 75 (1))
sch 1 pt 1.15 commenced 17 November 2014 (s 2)
Retirement Villages Amendment Act 2016 A2016-30 pt 3
notified LR 16 June 2016
s 1, s 2 commenced 16 June 2016 (LA s 75 (1))
pt 3 commenced 16 December 2016 (s 2 and LA s 79)
Retirement Villages Amendment Regulation 2016 (No 1) SL2016-27
notified LR 8 September 2016
s 1, s 2 commenced 8 September 2016 (LA s 75 (1))
remainder commenced 16 December 2016 (s 2 and see Retirement
Villages Amendment Act 2016 A2016-30, s 2 and LA s 79)
Retirement Villages Legislation Amendment Act 2019 A2019-10 pt 5
notified LR 11 April 2019
s 1, s 2 commenced 11 April 2019 (LA s 75 (1))
pt 5 commenced 1 July 2019 (s 2 (1) and CN2019-11)
Justice and Community Safety Legislation Amendment Act 2021
A2021-3 pt 18
notified LR 19 February 2021
s 1, s 2 commenced 19 February 2021 (LA s 75 (1))
pt 18 commenced 26 February 2021 (s 2 (1))
Endnotes
3
Legislation history
3 Legislation history
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Fair Trading and Other Justice Legislation Amendment Act 2022
A2022-8 pt 9
notified LR 11 May 2022
s 1, s 2 commenced 11 May 2022 (LA s 75 (1))
pt 9 commenced 12 May 2022 (s 2 (1))
Planning (Consequential Amendments) Act 2023 A2023-36 sch 1
pt 1.57
notified LR 29 September 2023
s 1, s 2 commenced 29 September 2023 (LA s 75 (1))
sch 1 pt 1.57 commenced 27 November 2023 (s 2 (1) and see
Planning Act 2023 A2023-18, s 2 (2) and CN2023-10)
Retirement Villages Amendment Regulation 2025 (No 1) SL2025-1
notified LR 27 February 2025
s 1, s 2 commenced 27 February 2025 (LA s 75 (1))
remainder commenced 27 May 2025 (s 2)
Retirement Villages Amendment Regulation 2025 (No 2) SL2025-14
notified LR 24 July 2025
s 1, s 2 commenced 24 July 2025 (LA s 75 (1))
remainder commenced 25 July 2025 (s 2)
Justice and Community Safety Legislation Amendment
Act 2025 (No 3) A2025-22 sch 1 pt 1.7
notified LR 12 September 2025
s 1, s 2 commenced 12 September 2025 (LA s 75 (1))
sch 1 pt 1.7 commenced 1 November 2025 (s 2 (3) (a) and see Aged
Care Act 2024 (Cwlth) s 7)
Endnotes
Amendment history 4
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4 Amendment history
Commencement
s 2 om LA s 89 (4)
General inquiry document—Act, s 23 (2)
s 6A ins A2016-30 s 57
am A2025-22 amdt 1.25
Disclosure statement—Act, s 24 (3)
s 7 sub A2016-30 s 58
am A2023-36 amdt 1.334; A2025-22 amdt 1.26
Prevention of elder abuse strategy—Act, s 91 (2) (h)
s 18A ins SL2025-1 s 4
Prevention of elder abuse strategy—publication and availability
s 18B ins SL2025-1 s 4
Prevention of elder abuse strategy—review
s 18C ins SL2025-1 s 4
Membership of residents committee—Act, s 104 (1)
s 20 am SL2025-1 ss 5-7
Questions at annual meeting—Act, s 110 (3) (b)
s 22 am A2014-49 amdt 1.33
Appointment of proxies—Act, s 116 (2)
s 23 am A2022-8 s 224
Notice of amendment—no fixed formula and not exceeding CPI—Act,
s 150 (4) (c)
s 31 om SL2016-27 s 4
Notice of amendment—recurrent charges amended otherwise than by fixed
formula—Act, s 150 (3) (e)
s 32 hdg sub SL2016-27 s 5
s 32 am SL2016-27 s 5, s 6
Information about recurrent charges not needed to be given—Act, s 153 (5)
s 33 am A2014-49 amdt 1.33
Matters to be dealt with in proposed annual budget—Act, s 159 (5) (a)
s 35 hdg sub A2021-3 s 41
Matters not to be financed by way of recurrent charges—Act, s 159 (5) (b)
s 36 hdg sub A2021-3 s 41
s 36 am SL2013-21 s 4
Notice accompanying proposed annual budget—Act, s 159 (6) (d)
s 37 hdg sub A2021-3 s 41
s 37 sub SL2016-27 s 7
Endnotes
4 Amendment history
page 70 Retirement Villages Regulation 2013
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Representative for residents in dispute—Act, s 176 (2)
s 41 am SL2016-27 s 8
ACAT applications by residents committee
s 43 am SL2025-14 s 4
Storage of other uncollected goods
s 50 am SL2013-21 s 5; ss renum R2 LA
Disposal of uncollected goods after storage
s 52 am SL2013-21 s 6; ss renum R2 LA
Prescribed rate of interest—Act, s 238 (8) (b)
s 57 hdg sub SL2016-27 s 9
Consent of residents
pt 11 hdg sub A2022-8 s 225
Conduct of written ballots generally—Act, sch 1, s 1.3 (1) (b)
s 59 sub A2022-8 s 225
When written ballot required—Act, sch 1, s 1.3 (2)
s 60 exp 4 March 2018 (s 60 (2))
ins A2022-8 s 225
Conduct of written ballots for special resolutions—Act, sch 1, s 1.5
s 60A ins A2022-8 s 225
Transitional
pt 20 hdg om SL2013-21 s 7
Matters not to be financed by way of recurrent charges—Act, s 159 (4) (b)—
s 36
s100 om SL2013-21 s 7
Time for payment of ingoing contribution instalments
sch 1 s 1.1A ins A2016-30 s 59
Transfers
sch 1 s 1.15 am A2025-22 amdt 1.27, amdt 1.28
Current value of premises
sch 2 s 2.11 ins A2016-30 s 60
Time for making ACAT applications
sch 3 am SL2016-27 s 10
Definitions—sch 4
sch 4 s 4.1 def returning officer am SL2025-1 s 8
Application—pt 4.2
sch 4 s 4.2 sub A2022-8 s 226
Endnotes
Amendment history 4
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Election of returning officer
sch 4 s 4.3 am A2022-8 s 227; ss renum R8 LA; SL2025-1 s 9;
SL2025-14 s 5
Conduct of written ballot
sch 4 s 4.4 am A2022-8 s 228; ss renum R8 LA; SL2025-1 s 10, s 11; ss
renum R10 LA
Additional requirements for special resolution
sch 4 pt 4.3 hdg am A2022-8 s 229
Special resolution—notice
sch 4 s 4.8 am A2019-10 s 36; ss renum R6 LA; A2022-8 s 230;
SL2025-1 s 12, s 13
Special resolution—postal vote
sch 4 s 4.9 am SL2025-1 s 14
Special resolution—quorum
sch 4 s 4.10 am A2019-10 s 37
Modification of Act
sch 5 am SL2013-21 s 8, s 9
exp 4 March 2018 (s 60 (2))
Dictionary
dict am SL2025-1 s 15, s 16; A2025-22 amdt 1.29, amdt 1.30
def prevention of elder abuse strategy ins SL2025-1 s 17
Endnotes
5 Earlier republications
page 72 Retirement Villages Regulation 2013
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5 Earlier republications
Some earlier republications were not numbered. The number in column 1 refers to
the publication order.
Since 12 September 2001 every authorised republication has been published in
electronic pdf format on the ACT legislation register. A selection of authorised
republications have also been published in printed format. These republications are
marked with an asterisk (*) in column 1. Electronic and printed versions of an
authorised republication are identical.
Republication
No and date
Effective Last
amendment
made by
Republication
for
R1
4 Mar 2013
4
Mar 2013–
4 Mar 2013–
15 Aug 2013
not amended new regulation
R2
16 Aug 2013
16 Aug 2013–
16 Nov 2014
SL2013-21 amendments by
SL2013-21
R3
17 Nov 2014
17
Nov 2014–
17 Nov 2014–
15 Dec 2016
A2014-49 amendments by
A2014-49
R4
16 Dec 2016
16
Dec 2016–
16 Dec 2016–
4 Mar 2018
SL2016-27 amendments by
A2016-30 and
SL2016-27
R5
5 Mar 2018
5
Mar 2018–
5 Mar 2018–
30 June 2019
SL2016-27 expiry of provisions
(s 60, sch 5)
R6
1 July 2019
1
July 2019–
1 July 2019–
25 Feb 2021
A2019-10 amendments by
A2019-10
R7
26 Feb 2021
26
Feb 2021–
26 Feb 2021–
11 May 2022
A2021-3 amendments by
A2021-3
R8
12 May 2022
12
May 2022–
12 May 2022–
26 Nov 2023
A2022-8 amendments by
A2022-8
R9
27 Nov 2023
27 Nov 2023–
26 May 2025
A2023-36 amendments by
A2023-36
R10
27 May 2025
27
May 2025–
27 May 2025–
24 July 2025
SL2025-1 amendments by
SL2025-1
R11
25 July 2025
25
July 2025–
25 July 2025–
31 Oct 2025
SL2025-14 amendments by
SL2025-14
Sourced from the ACT Legislation Register (legislation.act.gov.au), CC BY 4.0.
Authorised by the ACT Parliamentary Counsel—also accessible at www.legislation.act.gov.au
Australian Capital Territory
Retirement Villages Regulation 2013
SL2013-5
made under the
Retirement Villages Act 2012
Republication No 12
Effective: 1 November 2025
Republication date: 1 November 2025
Last amendment made by A2025-22
Authorised by the ACT Parliamentary Counsel—also accessible at www.legislation.act.gov.au
About this republication
The republished law
This is a republication of the Retirement Villages Regulation 2013, made under the Retirement
Villages Act 2012 (including any amendment made under the Legislation Act 2001, part 11.3
(Editorial changes)) as in force on 1 November 2025. It also includes any commencement,
amendment, repeal or expiry affecting this republished law to 1 November 2025.
The legislation history and amendment history of the republished law are set out in endnotes 3
and 4.
Kinds of republications
The Parliamentary Counsel’s Office prepares 2 kinds of republications of ACT laws (see the ACT
legislation register at www.legislation.act.gov.au):
• authorised republications to which the Legislation Act 2001 applies
• unauthorised republications.
The status of this republication appears on the bottom of each page.
Editorial changes
The Legislation Act 2001, part 11.3 authorises the Parliamentary Counsel to make editorial
amendments and other changes of a formal nature when preparing a law for republication.
Editorial changes do not change the effect of the law, but have effect as if they had been made by
an Act commencing on the republication date (see Legislation Act 2001, s 115 and s 117). The
changes are made if the Parliamentary Counsel considers they are desirable to bring the law into
line, or more closely into line, with current legislative drafting practice.
This republication does not include amendments made under part 11.3 (see endnote 1).
Uncommenced provisions and amendments
If a provision of the republished law has not commenced, the symbol U appears immediately
before the provision heading. Any uncommenced amendments that affect this republished law
are accessible on the ACT legislation register (www.legislation.act.gov.au). For more
information, see the home page for this law on the register.
Modifications
If a provision of the republished law is affected by a current modification, the
symbol M appears immediately before the provision heading. The text of the modifying
provision appears in the endnotes. For the legal status of modifications, see the Legislation
Act 2001, section 95.
Penalties
At the republication date, the value of a penalty unit for an offence against this law is $160 for an
individual and $810 for a corporation (see Legislation Act 2001, s 133).
Mechanically, the instrument turns high-level statutory duties in the Act into specific, operational obligations and limits for operators and prescriptive protections and procedures for residents and prospective residents. The regulation is linked to other instruments and Acts (Court Procedures Rules, Planning Act 2023, Human Rights Commission Act 2005, Unclaimed Money Act 1950, Privacy Act 1988, and various property-scheme laws) where it relies on or cross-references existing legal frameworks (see s 9, s 7(k), s 18A(2)(c)(ii), s 53(3), s 22(3), s 8(c)-(f)). The endnotes and amendment history record multiple amendments from 2013 through 2025, including the insertion in 2025 of the elder-abuse strategy obligations and changes to residents’ consent/ballot provisions (endnotes 3-4).
Main concepts
Several recurring, controlling concepts are defined or manufactured by the regulation and drive its allocation of duties and rights.
Village contract and residence contract: The regulation mandates minimum content for “village contracts” (schedule 1) and expressly prohibits particular clauses (schedule 2). Section 13 requires inclusion of schedule 1 matters and exclusion of schedule 2 matters, although the s 13(3) allows additional non-inconsistent matter. The regulation also clarifies that these contract content rules may not apply where premises are under community title, company title or units plan except where the operator (or close associate) is the seller (s 13(4)-(5)).
Disclosure and general inquiry document: The general inquiry document must summarise premises, services, differences between a retirement village and a residential care home, departure fees if applicable, and operator policy about access to home care services (s 6A). The disclosure statement must cover detailed information about premises, fees, village ownership and management, financial management, safety and compliance with applicable legislation (including Planning Act 2023), contracts that prospective residents will need to enter, village rules, waiting lists and a signed statement of truth by the operator (s 7).
Ingoing contribution and refunds: The regulation requires that village contracts address ingoing contributions, the timing of payment (sch 1, cl 1.1A), interest payable while the operator holds funds (sch 1 cl 1.4(2)(b)), and the resident’s refund entitlements on death or vacating (sch 1 cl 1.4(2)(d)). It prescribes a $10,000 figure relevant to protection of certain refunds (s 58).
Capital items, capital works fund and recurrent charges: The regulation prescribes what constitutes capital items (s 24), what works are not capital maintenance (s 25), and what may not be funded from capital works fund or recurrent charges (s 26). It prescribes contents for proposed annual budgets, requires disclosure of apportionments and head office costs (s 35), and limits contingency allocations (s 38). Recurrent-charge amendment notices must conform to exact content and format requirements (s 30, s 32).
Prevention of elder abuse strategy: A 2025 insertion requires operators to prepare, publish and take reasonable steps to give effect to a written strategy for identifying and preventing elder abuse, with content requirements including examples, identification, response pathways (including reporting to the Human Rights Commission), roles and responsibilities and a finalisation date; the strategy must be published on a village noticeboard and made available within 2 business days on request, and reviewed at least every 2 years (s 18A-18C).
Uncollected goods: The regulation defines “uncollected goods” for the purposes of div 8.2 (s 48) and prescribes processes for disposal of perishable or unsafe goods (s 49), storage requirements and timelines for other goods (s 50), claiming goods (s 51), sale or disposal procedures (s 52), and accounting/records and handling of sale proceeds (s 53).
Ballots, proxies and ACAT timelines: Schedule 4 provides detailed procedural requirements for written ballots, the election of returning officers, postal votes for special resolutions, quorum calculations adapted to village size and scheme type, and the returning officer’s reporting obligations (sch 4). Schedule 3 sets ACAT application time windows for particular statutory claims.
These concepts create the practical scaffolding for the operational relationship between resident and operator, and determine who must act, what must be disclosed, what may be charged to residents or to capital funds, and how internal and external dispute processes are used.
Who it affects
The regulation creates duties and entitlements shared across clearly identifiable groups: operators, residents (including prospective residents and former occupants), residents committees, the ACT Civil and Administrative Tribunal (ACAT), and other government or regulatory actors identified via cross-reference.
Operators of retirement villages: Operators carry the principal burden of the regulation’s prescriptive duties. They must prepare and provide general inquiry documents and detailed disclosure statements (s 6A, s 7). Operators must complete condition reports (s 11), prepare and publish a prevention of elder abuse strategy and ensure staff familiarity (s 18A-18C), maintain a capital works fund and comply with limits on use of funds (s 24-29), provide notices of recurrent-charge amendments in specified formats (s 30, s 32), prepare proposed annual budgets and follow the notice and consent processes (s 35-38), display audited accounts on a noticeboard (s 39), manage uncollected goods according to statutory timelines and record-keeping requirements (s 50-53), and ensure meeting and ballot procedures conform to schedule 4.
Residents and prospective residents: Residents and prospective residents are the regulated beneficiaries of disclosure, contract content, procedural safeguards and access to dispute mechanisms. Prospective residents receive the general inquiry document and disclosure statement prior to contracting (s 6A, s 7). Residents have voting rights, rights to apply to ACAT within defined windows (sch 3, s 42), rights to information about recurrent charges and budgets (s 30, s 32, s 35-37), and protections in relation to contract clauses (s 13 and schedule 2 prohibitions). A domestic partner who continues to occupy premises after death or permanent vacatur of the other resident is prescribed as a resident for the Act’s purposes (s 61).
Residents committees: The residents committee has an institutional role in requesting information, preparing ballots in some cases, requesting financial disclosures, receiving reports and exercising standing to apply to ACAT on behalf of residents where authorised by residents (s 33, s 35(2) and s 43). The regulation specifies how committees may act and when they may represent a larger group of residents (s 43).
ACAT and other decision-makers: ACAT is the external tribunal with the power to entertain applications within prescribed timeframes (s 42, sch 3) and to make a range of orders, including differential orders and orders bringing additional parties into matters (s 44-46). Other agencies referenced have specific roles: the Human Rights Commission is a complaint pathway referenced in the elder-abuse strategy provisions (s 18A(2)(c)(ii)), and the Unclaimed Money Act 1950 governs treatment of proceeds where no forwarding address is available (s 53(3)).
Property trusts, corporations and scheme stakeholders: For villages governed by company, community or units schemes, the regulation prescribes specific documents to be made available in disclosure (s 8(c)-(e)) and allows holding of capital works funds by property trusts or corporations constituted by Act (s 27). These provisions directly affect corporate structures and third-party managers.
Who pays and who decides is concentrated: operators pay to establish and maintain compliance (reports, strategies, insurance, budgets), while residents fund recurrent charges and capital works subject to the restrictions and approval processes set out in the regulation. Certain decisions, for example whether recurrent-charge increases take effect when residents refuse consent, ultimately involve ACAT as decision-maker (s 32(c)(ix)).
Key duties and rights
This section maps the principal operator duties and resident rights, with direct references to the regulating provisions.
Operator duties
Disclosure and pre-contract obligations: Operators must provide a general inquiry document and a disclosure statement with prescribed content (s 6A, s 7). The disclosure must be signed and dated by the operator (s 7(2)). The operators must make specified documents available for inspection, including tribunal/court decisions involving the operator in the previous five years, waiting-list policies if applicable, and governing documents for company/community/units schemes (s 8).
Condition reports: Operators must inspect and complete a condition report for certain residential premises in the presence of the prospective resident (unless authorised otherwise), sign the report and allow at least 14 days for the prospective resident to examine and suggest changes (s 11(2)-(4)). Failure is a criminal offence with a maximum penalty of 10 penalty units (s 11(2)).
Financial transparency and budgetary processes: Operators must prepare proposed annual budgets that include specified line items and disclosure of head office/management costs (s 35(1)-(2)). They must provide notice accompanying budgets with specific statements to residents and abide by timing requirements: proposed budgets must be given 30 or 60 days before the financial year start depending on agreement (s 37(c)). Operators must not spend recurrent charges otherwise than in accordance with the approved annual budget except for permitted minor amendments (s 37(b)).
Recurrent charge amendment process: If recurrent charges are amended by fixed formula, the notice must state the formula and show application of it, and use a prescribed first line in Arial bold 14 point (s 30). If charges are amended otherwise than by fixed formula, the notice must contain a string of prescribed statements that, among other things, tell residents they are not required to pay increases unless statutory requirements are met, explain the 60-day delay before increases take effect, instruct the residents on meeting and voting procedures, and explain residents’ right to apply to ACAT (s 32(c)(i)-(xi)).
Capital works fund and capital maintenance: Operators must respect statutory definitions of capital items (s 24) and works that are not capital maintenance (s 25), and may use capital works funds only for prescribed purposes, or with residents’ special-resolution consent (s 26-28). The regulation prescribes a $10 million minimum for public liability insurance (s 29).
Elder-abuse strategy: Operators must prepare, implement reasonable steps to give effect to, publish and review a prevention of elder abuse strategy with specified content and availability rules, and ensure staff are familiar with it (s 18A-18C).
Uncollected goods and vacating procedures: The operator must follow detailed timelines and processes for perishable goods (s 49), storage for at least 30 days before disposal of other goods (s 50), allow entitled persons to claim goods without unreasonable charge (s 51), sell items valued $100 or more by public auction (s 52(6)), and keep records of all uncollected goods disposed of for at least two years (s 53). Failures under s 50(1) or s 52(2) attract penalties (up to 20 penalty units).
Resident rights
Pre-contract and cooling-off rights: Prospective residents must receive the general inquiry document and disclosure statement; village contracts must include a bolded “Cooling-off period” clause explaining the resident’s rights, and residence contracts must note that the cooling-off period is waived if the resident begins living in the premises (sch 1, cl 1.2).
Contract content protections and prohibited terms: Village contracts must include the schedule 1 topics and must exclude schedule 2 matters (s 13, sch 1 and sch 2). Schedule 2 contains particular protections , for example, contracts cannot require residents to have a will, cannot require residents to take out insurance (with narrow exception for motorised wheelchairs), cannot include penalty terms or liquidated damages clauses, and cannot exclude future statutory remedies (sch 2).
Governance and meetings: Residents have rights to receive agenda items at annual management meetings, to ask questions (subject to prescribed excluded matters , s 22), to appoint proxies (s 23), and to require written ballots under the rules in schedule 4 (s 59-60A, sch 4). Residents committees can request information and may apply to ACAT on behalf of residents where authorised (s 33, s 43).
Dispute and tribunal access: The regulation sets time-limited windows for ACAT applications in schedule 3 and allows ACAT to make a range of orders including differential orders and to include other residents as parties where appropriate (s 42-46, sch 3).
These duties and rights are expressed as specific, operational obligations (what must be in documents, how notices must be formatted and delivered, timelines for storage and disposal) and legal remedies (penalties, ACAT review, orders to compel compliance). The regulation frequently prescribes exact processes; noncompliance carries criminal penalties in some instances and ACAT subject-matter remedies in others.
Penalties and enforcement
The regulation sets a mixture of criminal penalties expressed in penalty units for discrete breaches, and administrative/tribunal enforcement mechanisms through ACAT for substantive disputes and approvals.
Criminal penalties and their magnitudes
Condition report: Failure to inspect and complete a condition report as required is an offence with a maximum penalty of 10 penalty units (s 11(2)).
Uncollected goods: Failure to comply with the statutory storage and dealing procedures for uncollected goods attracts penalties: s 50(1) imposes a maximum penalty of 20 penalty units for failing to deal with uncollected goods in accordance with the section; s 52(2) imposes a maximum penalty of 20 penalty units for failing to deal with goods at the end of the 30‑day storage period as prescribed. The regulation’s preface notes that, at the republication date, penalty unit values are $160 for an individual and $810 for a corporation (preface, “Penalties”).
Other offences: The regulation contains a general statement that offences against the regulation are subject to the Criminal Code’s general principles of criminal responsibility and related mechanisms (s 5), so standard elements of offences (fault, defences etc) under the Criminal Code will apply.
Tribunal and administrative enforcement
ACAT jurisdiction and remedies: The regulation operates within the Act’s dispute-resolution regime. It sets time windows for ACAT applications in schedule 3 (s 42, sch 3) and allows ACAT to make a broad range of orders, including differential orders (s 46), orders that bring additional residents into operator-initiated applications (s 44), and amendment, setting aside or staying of ACAT orders (s 45). Schedule 4 and relevant sections also allow residents committees to apply to ACAT on behalf of residents (s 43), giving an institutional pathway for collective enforcement.
Civil remedies implied by contract rules: Several provisions are framed to protect residents’ contractual and financial rights (for example, schedule 2 prohibitions on penalty terms and disclaimers). These prohibitions place operators at risk of ACAT orders and common law or equitable reactions if they attempt to rely on forbidden contract terms. The regulation expressly provides ACAT power to make orders to amend or set aside contract or rule provisions that conflict with the Act (sch 1 cl 1.12(2)(b)(i)).
Enforcement mechanics and practical consequences
Who enforces criminal offences: Prosecutions under the regulation would proceed under the Criminal Code and be handled by appropriate prosecuting authorities; the regulation does not create a new enforcement agency.
Tribunal timing and strategies: The regulation’s schedule 3 contains explicit time limits for many common dispute types. Practitioners advising clients must watch those windows; many ACAT remedies are time-limited (for example several items allow application up to 3 months after a rescission or up to 30 days after notification of refusal to consent , sch 3). The ACAT’s power to make differential and additional orders (s 44-46) allows tailored remedies but also means that operators and groups of residents should expect that ACAT can order relief specific to subsets of residents.
Financial impact of penalties: Because penalty units are expressed in dollar values that differ for individuals and corporations, corporate operators face a significantly higher monetary exposure for the same breach (preface on penalty units). The regulation does not create civil trebled damages; monetary exposure for criminal offences will be limited to the penalty unit framework unless ACAT or other civil remedies create additional financial obligations.
The enforcement regime therefore combines criminal sanctions to deter certain operational lapses (condition reports, handling of goods) with tribunal-based remediation for disputed governance and financial matters. Compliance failures can therefore trigger criminal exposure, ACAT remedies and reputational and financial costs from rectification and required refunds or accounting.
How it interacts with other laws
The regulation is interwoven with a number of other statutory instruments and common regulatory frameworks. It both cross-references and relies upon external legal regimes to fix rates, define external pathways and allocate consequences.
Cross-references and dependent rules
Retirement Villages Act 2012: The regulation is made under and supplements the Act; most of its provisions operationalise sections of the Act. The schedules and multiple “,Act, s X” annotations show that the regulation supplies the detail required by the Act (for example s 13 “Contents of village contracts , Act, s 66(1)”).
Court Procedures Rules 2006: The prescribed interest rate for several Act provisions is the rate prescribed under the Court Procedures Rules 2006, schedule 2, part 2.2 (Interest after judgment), which the regulation adopts by reference (s 9; repeated in s 54-57). That ties the regulation’s interest measures to a judicial procedural instrument.
Planning Act 2023: The disclosure statement must include the extent to which the operator has complied with legislation applying to the village, including the Act and the Planning Act 2023 (s 7(k)). The content requirement creates a practical nexus to development consent conditions and long-run obligations arising under planning approvals (also sch 1 cl 1.6(3) requires the contract to identify services or facilities required by development consent for the life of the village).
Human Rights Commission Act 2005: The prevention of elder abuse strategy must include information about how to make an “older people service complaint” to the Human Rights Commission (s 18A(2)(c)(ii)). That provision recognises the Commission as a statutory complaint pathway for services for older people.
Privacy Act 1988 (Cwlth): Answers at annual meetings can be withheld to the extent they would disclose personal information in breach of an approved privacy code or the Australian Privacy Principles (s 22(3)). This places an operational constraint on disclosure to protect privacy rights and create compliance obligations for operators who are AP-covered entities.
Unclaimed Money Act 1950: Where an operator cannot account for proceeds from sales of disposed goods because there is no forwarding address, the balance must be dealt with as unclaimed amounts under the Unclaimed Money Act 1950, part 3 (s 53(3)). That creates a statutory route for handling orphaned proceeds.
Property and corporate law interactions
Company, community and units plans: The regulation prescribes different documents to be disclosed when a village is subject to company title, community title or units plan arrangements (s 8(c)-(e)), and clarifies when schedule 1 rules for village contracts do not apply (s 13(4)), except when the operator is the seller (s 13(5)). It also allows capital works funds to be held in a fund administered by a property trust or corporation constituted by Act (s 27), which interacts with trust law and corporate governance.
Payroll tax and head-office costs: The regulation restricts financing via recurrent charges for payroll tax unless certain threshold or historical consent conditions are met (s 36(1)(d)), referencing the Payroll Tax Act 2011 threshold (s 36(2) definition). It also requires that head-office or management costs included in budgets show the goods/services and approximate costs (s 35(2)), imposing an accounting linkage between corporate overhead and village-level chargeability.
Tribunal and court procedure harmony
ACAT procedures and timeframes: The regulation prescribes the timing within which ACAT applications may be made for specific statutory claims (schedule 3), shaping procedural strategy for dispute resolution alongside the Act’s substantive provisions.
Criminal Code: The regulation’s penalties are to be enforced under the Criminal Code’s general principles (s 5); prosecutorial thresholds and defences will therefore follow criminal law doctrine.
Operational effects
The cross-references mean that operators must manage compliance across multiple legal domains: planning/development obligations, privacy and information release, human rights complaint pathways, corporate and trust governance, and revenue-natured taxes (payroll tax). Scheduling of documents, legal disclosure lines and financial accounting must be reconciled to these external laws; the regulation forces those reconciliations by making disclosure and budgeting obligations contingent on external legal statuses.
In summary, the regulation functions as a node tying retirement-village-specific rules into a network of external statutory frameworks. Compliance requires active coordination across planning, company/trust structures, tax, privacy and tribunal procedure law.
Amendment history
The regulation has been amended repeatedly since initial notification in 2013. The endnotes set out a chronology of legislative and subordinate instrument changes and indicate the sources for substantive insertions, deletions and timing alterations. The key milestones in the instrument’s amendment history are:
Instrument commencement and early amendments: Retirement Villages Regulation 2013 (SL2013-5) was notified 1 March 2013 and commenced 4 March 2013 (endnotes, Legislation history). Early subordinate amendments included Retirement Villages Amendment Regulation 2013 (No 1) (SL2013-21) and subsequent changes that altered storage and disposal procedures for uncollected goods and other operational provisions (amendment history).
Legislative amendments: The Justice and Community Safety Legislation Amendment Act 2014 (A2014-49) and the Retirement Villages Amendment Act 2016 (A2016-30) made statutory changes that required regulatory amendments; the regulation was updated accordingly (endnotes 3-4).
2016 subordinate instrument SL2016-27: Implemented changes associated with A2016-30, including rewording of prescribed rates and timeframes and adjustments to schedule 3, among others.
Retirement Villages Legislation Amendment Act 2019 (A2019-10): Commenced 1 July 2019 and made a number of changes affecting the regulation, including amendments to special resolution procedure notice requirements in schedule 4 (endnotes).
2021 and 2022 amendments: A2021-3 and A2022-8 enacted changes that affected budgetary and consent provisions and reworked the consent/ballot package (endnotes). Part 11’s consent of residents and conduct of written ballots were substantially revised by A2022-8; schedule 4 was updated to set out the return-officer and ballot processes.
Planning Act 2023 consequentials: The Planning (Consequential Amendments) Act 2023 (A2023-36) required insertions to the disclosure statement content to record compliance with planning-related obligations (s 7(k)) and commenced 27 November 2023 for relevant provisions (endnotes 3-4).
2025 subordinate instruments and amendments: SL2025-1 (Retirement Villages Amendment Regulation 2025 (No 1)) and SL2025-14 (No 2) introduced several operational obligations, most notably the prevention of elder abuse strategy (s 18A-18C were inserted by SL2025-1 s 4 per amendment history) and amendments to residents committee membership limits, returning-officer definitions and ballot conduct. The Justice and Community Safety Legislation Amendment Act 2025 (No 3) (A2025-22) further amended parts of the regulation and commenced certain provisions on 1 November 2025 (endnotes 3-4). The amendment history table in the endnotes maps these insertions to specific sections.
Practical consequence of the amendment trace
The 2025 package is materially operational: it creates new operator duties (elder-abuse strategy, publication obligations, staff familiarisation and two-year reviews) and tightens meeting and ballot procedures. The amendment history confirms that these are recent insertions and therefore likely require immediate operationalisation by operators.
The regulation’s iterative amendment record demonstrates active policy refinement: financial and disclosure processes, ballot mechanics, and protections for residents have been reshaped through both Acts and subordinate instruments. Practitioners should consult the endnotes when advising about transitional arrangements and commencement dates (endnotes 3-4 identify staggered commencements).
The legislative and subordinate instrument history in the republished law therefore provides the authoritative map of when obligations took effect and indicates where substantive duties have been added or adjusted , notably the 2025 elder-abuse strategy and ballot/consent refinements.
Litigation history
The republished regulation itself does not include court or tribunal decisions as part of its text, and the endnotes do not identify specific litigation concerning provisions of the regulation. The regulation does, however, create a statutory pathway for disputes to be determined by ACAT and lists the time limits and procedural mechanics for many types of ACAT applications (s 42, sch 3). The instrument prescribes that copies of decisions or orders in proceedings involving the operator and a residents committee in the previous five years must be made available as disclosure documents (s 8(a)), meaning relevant tribunal or court decisions will be gathered and disclosed in the ordinary course of prospective-resident or resident information requests.
What the instrument does show about litigation risk and pathways
ACAT as central forum: The regulation assumes ACAT will be the primary tribunal for most disputes between residents and operators, reflected in the detailed time limits for application in schedule 3 and the range of orders ACAT may make (s 42-46; sch 3). Practitioners should expect precedent and ACAT practice to be central to dispute-resolution strategies and to monitor ACAT decisions for interpretation of the Act and the regulation.
Documentation of prior proceedings: Because s 8(a) requires production of tribunal and court decisions involving the operator and the residents committee in the previous five years as part of disclosure, prospective residents will have access to a record of recent litigation or tribunal engagement. That creates both transparency and an evidentiary starting point for lawyers and researchers.
No cases named in the regulation: The regulation does not name or summarise judicial or ACAT decisions; it leaves the development of case law to practice. Any litigation history relevant to interpretation and enforcement must therefore be sought in ACAT and court databases rather than in the regulation itself.
For practical purposes: legal advisers must draw litigation-based guidance from ACAT decisions applying the Act and the regulation; the regulation’s time limits, procedural rules and evidentiary disclosure duties will often dictate the form and timing of proceedings. The absence of named cases in the regulation does not mean there is no litigation; it means the statute embeds the forum and the deadlines but not judicial interpretation.
Gotchas
This regulation contains many prescriptive, detail-oriented rules that create traps for the unwary operator or adviser. Below are concrete practical pitfalls distilled from the text.
Exact format and content requirements for notices: Notices of recurrent-charge amendments must carry exact wording and, in the fixed-formula case, the first line must be in Arial bold font not less than 14 point (s 30(b)). In the non-fixed formula case, the notice must contain an enumerated set of statements explaining residents’ rights and the 60‑day delay before increases take effect (s 32(c)(i)-(xi)). A failure to provide the precise content may render the notice ineffective and expose operators to ACAT orders and resident resistance.
Condition report formalities create offence risk: The operator must prepare the condition report in the presence of the prospective resident (unless the resident authorises otherwise in writing), complete it to the best of the operator’s knowledge, sign it and allow 14 days for review (s 11(3)-(4)). Failure is a criminal offence (10 penalty units , s 11(2)). Operators often think a cursory inspection or later signature will be adequate; the statute requires contemporaneous presence or written authorisation.
Village rules vs contract terms: Clause sch 1 cl 1.11(2) states that where a village rule is inconsistent with a contract term the rule prevails, but a standard term in a contract prevails over a rule. This hierarchy can produce unexpected outcomes , small drafting differences can determine whether a rule or a contract clause controls on an issue. Precise drafting and review of both rules and standard contract terms are essential.
Capital and recurrent-charge restrictions: The regulation excludes certain works from being funded as capital maintenance (s 25), and proscribes use of recurrent charges for head-office cost items except where they are associated with providing services to the village (s 36(1)(e)). A widely used operator accounting approach of rolling central overhead into village recurrent charges may be impermissible unless justified and disclosed transparently (s 35(2) and s 36).
Record-keeping for uncollected goods and monetary treatment: After disposing of uncollected goods, operators must keep records for two years and account for sale proceeds to the former occupant or executor after deducting reasonable costs; where there is no forwarding address the balance must be dealt with as unclaimed money under the Unclaimed Money Act (s 53). Mishandling could trigger criminal penalties (s 50(1), s 52(2)). Also, operators may sell items valued at $100 or more by public auction (s 52(6)); using alternative disposal mechanisms for such items risks noncompliance.
Elder-abuse strategy operational obligations and timelines: The prevention of elder abuse strategy must be finalised, published in a way likely to come to residents’ attention (including noticeboard display) and made available within 2 business days upon request (s 18A-18B(4)). This is an operational duty with prompt response time , struggling to produce or update a strategy within the required two-business-day window could place operators in breach.
Proxy and ballot timing: A proxy appointment is effective only if the completed proxy form is given to the chair before a vote is taken (s 23). For special resolutions, postal votes are irrevocable and prevent in-person voting on that resolution (sch 4 s 4.9(4)). Quorum rules differ by village type and size (sch 4 s 4.10(2)); failing to achieve quorum can delay or void decisions.
Limited refund prescription: The regulation prescribes a $10,000 figure under s 58 for protection of certain ingoing contributions. For operators and residents, the statutory figure may be much lower than actual ingoing contributions, so advisers need to check how the Act, the operator’s contract and external protections (for example, trust arrangements) interact.
Insurance threshold: A $10 million public liability minimum is prescribed (s 29). Operators must ensure their aggregate exposure is covered by that amount, and insurers must be engaged accordingly.
Corporations face higher financial penalties: The regulation’s penalty unit values differ for individuals and corporations (preface). Corporate operators therefore face a materially larger fine for the same numerical penalty units.
These “gotchas” are visible in the statutory text; compliance requires front-loaded operational work (contract drafting, corporate accounting allocations, document templates, staff training, notice drafting and a litigation-aware calendar for ACAT timeframes).
How to comply
This section provides a practical compliance checklist and operational steps to help operators and advisers implement the regulation’s requirements. Each item references the governing provision.
Contracts and disclosure
Ensure every village contract includes the matters listed in schedule 1 and excludes schedule 2 items (s 13; schs 1 and 2). Review contract templates for prohibited clauses: penalty terms, insurance requirements, will requirements, disclaimers excusing operator negligence, entire-agreement clauses, and formula components tied to actual/proposed village expenditure (schedule 2, especially cl 2.3-2.10, 2.8).
Update contracts to include the “Cooling-off period” clause as prescribed with bold heading and explicit content (sch 1 cl 1.2). For residence contracts, include a waiver statement if the resident moves in immediately (sch 1 cl 1.2(3)).
If ingoing contributions are paid by instalments, state the day the balance is payable (sch 1 cl 1.1A).
Pre-contract documentation and condition reports
Prepare a general inquiry document that briefly explains the premises, services and facilities, distinctions from residential care homes, departure fees (if applicable) and operator policy on access to home care services (s 6A).
Prepare signed and dated disclosure statements with the full content set out in s 7 (items (a)-(t)). Ensure availability of documents listed in s 8 (governing documents, waiting-list policies, tribunal decisions from last five years).
Implement a robust condition-report process: inspect premises with the prospective resident unless written authorisation is held, complete the report accurately, sign it, and give the resident at least 14 days to suggest changes (s 11). Train front-line staff on these steps.
Financial management and budgets
Draft proposed annual budget templates that include the line-by-line categories required (s 35(1)(e)-(i)), identify apportionment methods, and disclose head office and management expenses with itemised goods/services and approximate costs (s 35(2)).
Implement controls to prevent use of recurrent charges for excluded items (s 36). Where payroll tax is to be charged to recurrent charges, document threshold justification or prior resident consent per s 36(1)(d).
Limit contingency allocations per s 38 (max $1,000 for budgets ≤ $200,000; 0.5% for larger budgets).
Recurrent charge notices and resident consent
Draft notice templates meeting s 30 (fixed-formula) and s 32 (non-fixed formula) content and format requirements, including the prescribed opening statement in Arial bold 14 point and the explicit statements set out in s 32(c). Maintain a delivery and receipt log.
Implement a 60-day waiting mechanism for non-fixed-formula increases and a residents’ meeting schedule to obtain consent or to prompt an ACAT application if residents refuse (s 32(c)(ii), (vi)-(ix)).
Prepare a process to respond to residents’ committee requests for information within 7 days as required (s 34).
Meetings, ballots and proxies
Adopt the schedule 4 ballot process for written ballots: elect returning officers by show of hands at meetings who are residents but not committee members or standing candidates (sch 4 s 4.3), ensure ballot papers are initialled by the preparer and provide enough papers for all qualified voters (sch 4 s 4.4).
Create postal-vote and proxy forms consistent with sch 4, including secure storage procedures for postal votes and clear rules that preclude revocation of a postal vote once cast (sch 4 s 4.9).
Incorporate the proxy form delivery rule: proxy effective only if the completed form is given to the chair before a vote is taken (s 23).
Apply the quorum rules in sch 4 s 4.10 for special resolutions and maintain a current voter list to facilitate accounting of postal votes.
Elder-abuse strategy and staff training
Prepare a written prevention of elder abuse strategy meeting the content requirements in s 18A(2)(a)-(f). Ensure it includes examples, identification guidance, response paths, reporting timeframes, and referral points including the Human Rights Commission.
Publish the strategy on a communal noticeboard and by other methods likely to be noticed (s 18B(2)). Ensure that the strategy is available to any requester within 2 business days (s 18B(4)).
Institute staff training on how to identify and respond to elder abuse and record completion of training; maintain a scheduled two-year review process (s 18C(1)).
Uncollected goods and vacating procedures
Build a documented process for perishable and unsafe goods disposal in line with s 49 and timelines for other goods (store for at least 30 days per s 50(2)). Maintain secure storage and inventory records.
For goods estimated at $100 or more, plan auction logistics (s 52(6)), and for goods under $100, record charitable donation/disposal (s 52(5)). Keep records of disposed goods for at least two years and an accounting trail for sale proceeds and deductions (s 53).
Put in place procedures to send personal documents to forwarding addresses or returning authorities, and, where not possible, keep them for six months and then dispose in a privacy-sensitive manner per s 52(3)-(4).
Insurance and legal exposure
Maintain public liability insurance at or above $10,000,000 as prescribed (s 29). Keep proof of cover available for disclosure.
Adjust internal compliance tracking to reflect that corporate operators face higher monetary exposure for criminal penalties (see the regulation’s penalty unit note).
Records, time limits and ACAT awareness
Maintain a compliance calendar keyed to the time limits in schedule 3 for ACAT applications (s 42, sch 3). Track deadlines for rescissions, ACAT challenges to notices, and requests by residents.
Keep a register of tribunal/court proceedings involving the operator and residents committee for disclosure (s 8(a)).
Practical governance and training
Update template disclosure statements, contracts and notices to reflect recent amendments, including the elder-abuse provisions and ballot mechanics added in 2025 (see amendment history).
Institute periodic audits of compliance with the budget and recurrent-charge rules, condition-report practices, notice formatting and publishing obligations.
Train the residents committee and staff on the rules for meetings, ballot conduct, returning officer duties, and postal-vote handling to avoid procedural challenges.
This compliance checklist should be adapted to the particular legal structure of the village: company title, community title and units plan villages have additional documentation requirements (s 8(c)-(e)) and may affect applicability of schedule 1 content rules (s 13(4)-(5)). Operators should integrate their legal, trust and accounting advisers to ensure that capital-works funds, head-office cost apportionments and insurance arrangements meet the regulation’s requirements.
Part 3Representations and information about retirement villages
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Australian Capital Territory
Retirement Villages Regulation 2013
made under the
Retirement Villages Act 2012
Contents
Page
Part 1 Preliminary
1 Name of regulation 2
3 Dictionary 2
4 Notes 2
5 Offences against regulation—application of Criminal Code etc 3
Part 2 Important concepts
6 Places not retirement village—Act, s 10 (1), def retirement village, par
(b) (viii) 4
Part 3 Representations and information about
retirement villages
6A General inquiry document—Act, s 23 (2) 5
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7 Disclosure statement—Act, s 24 (3) 5
8 Copies of certain documents to be available—Act, s 29 (1) (k) 7
Part 4 Village contracts
Division 4.1 General
9 Prescribed rate of interest—Act, s 41 (5) (b) 9
10 Amount payable for legal and other expenses—Act, s 52 (3) 9
11 Condition report—Act, s 59 9
12 Renovations and alteration of fixtures and fittings—Act, s 63 (5) (b) 10
13 Contents of village contracts—Act, s 66 (1) 10
14 Prescribed rate of interest—Act, s 69 (b) 11
Division 4.2 Settling-in period for residents
15 Liability of former occupant if village contract ended during settling-in
period—Act, s 73 (1) (d) 11
16 Maximum administration fee—Act, s 73 (4) 11
Part 5 General management of retirement villages
Division 5.1 Village rules
17 Village rules—Act, s 78 (2) (i) 12
Division 5.2 Certain obligations of operators
18 Safety inspection report—Act, s 91 (2) (h) 12
18A Prevention of elder abuse strategy—Act, s 91 (2) (h) 12
18B Prevention of elder abuse strategy—publication and availability 14
18C Prevention of elder abuse strategy—review 14
Division 5.3 Certain rights of residents
19 Access to residential premises in village—Act, s 100 (3) (h) 15
20 Membership of residents committee—Act, s 104 (1) 15
21 Annual management meeting agenda—Act, s 108 (4) 16
22 Questions at annual meeting—Act, s 110 (3) (b) 17
23 Appointment of proxies—Act, s 116 (2) 18
Part 6 Financial management
Division 6.1 Capital maintenance and replacement
24 Capital item—Act, s 135 (1), def capital item, par (a) (iv) 19
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25 Works not capital maintenance—Act, s 135 (1), def capital
maintenance, par (c) 19
26 Matters not to be funded from capital works fund or recurrent
charges—Act, s 141 (3) (e) 20
27 Capital works fund—Act, s 143 (4) 20
28 Use of capital works fund amounts—Act, s 144 (1) (c) 20
29 Minimum public liability insurance—Act, s 145 (4) 20
Division 6.2 Recurrent charges
30 Notice of fixed formula amendment—Act, s 149 (2) (c) 20
32 Notice of amendment—recurrent charges amended otherwise than by
fixed formula—Act, s 150 (3) (e) 21
33 Information about recurrent charges not needed to be given—Act, s
153 (5) 23
34 Time to give information about recurrent charges—Act, s 153 (6) 23
Division 6.3 Proposed and approved annual budgets
35 Matters to be dealt with in proposed annual budget—Act, s 159 (5) (a) 24
36 Matters not to be financed by way of recurrent charges—Act,
s 159 (5) (b) 25
37 Notice accompanying proposed annual budget—Act, s 159 (6) (d) 26
38 Limit on contingencies in annual budget—Act, s 164 27
Division 6.4 Annual accounts
39 Copies of audited accounts—Act, s 169 (8) (a) (ii) 27
Division 6.5 Surplus or deficit of accounts
40 Making good of deficit—Act, s 174 (3) (c) 28
Part 7 Disputes
Division 7.1 Dispute resolution
41 Representative for residents in dispute—Act, s 176 (2) 29
Division 7.2 ACAT—applications and orders
42 Time for making ACAT applications 29
43 ACAT applications by residents committee 29
44 ACAT may decide other party to application by operator 30
45 ACAT additional orders—Act, s 181 (1) (k) 30
46 Differential orders 30
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Part 8 Ending residence contracts
Division 8.1 General principles about ending residence contracts
47 Time for giving notice to end contract—Act, s 184 (2) 31
Division 8.2 Uncollected goods
48 Meaning of uncollected goods—div 8.2 31
49 Disposal of perishable and certain other uncollected goods—Act, s
203 (1) (b) 32
50 Storage of other uncollected goods 32
51 Claiming uncollected goods 33
52 Disposal of uncollected goods after storage 34
53 Records and accounting 35
Part 9 Prescribed rates of interest
54 Prescribed rate of interest—Act, s 213 (3) 36
55 Prescribed rate of interest—Act, s 235 (6) (b) 36
56 Prescribed rate of interest—Act, s 237 (3) 36
57 Prescribed rate of interest—Act, s 238 (8) (b) 36
Part 10 Protection of ingoing contributions paid by
residents other than registered interest
holders
58 Refund of ingoing contribution—Act, s 241 (1) (b) 37
Part 11 Consent of residents
59 Conduct of written ballots generally—Act, sch 1, s 1.3 (1) (b) 38
60 When written ballot required—Act, sch 1, s 1.3 (2) 38
60A Conduct of written ballots for special resolutions—Act, sch 1, s 1.5 38
Part 12 Miscellaneous
61 Resident—Act, dict, def resident, par (b) (ii) 39
Schedule 1 Contents of village contracts 40
Part 1.1 Matter to be included in village contracts 40
1.1 Information to be included in village contract 40
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1.1A Time for payment of ingoing contribution instalments 41
Part 1.2 Headings and additional matter to be included in
village contracts 42
1.2 Cooling-off period 42
1.3 Retirement village legislation 42
1.4 Ingoing contribution 43
1.5 Recurrent charges 43
1.6 Services and facilities 45
1.7 Fixtures, fittings and furnishings 46
1.8 Repairs and maintenance 46
1.9 Alterations and additions 46
1.10 Operator’s access to premises 47
1.11 Village rules 47
1.12 Dispute resolution 47
1.13 Changes in operator 48
1.14 Ending the contract 48
1.15 Transfers 49
1.16 Departure fees 49
1.17 Capital gain or loss 50
1.18 Refund of payment to resident 50
1.19 Changes to this contract 51
1.20 Annexures 51
Schedule 2 Matter to be excluded from village contracts 52
2.1 Dispute resolution 52
2.2 Wills 52
2.3 Insurance 52
2.4 Legal, accounting and other expenses 52
2.5 Absences 53
2.6 Penalty terms 53
2.7 Exclusions 53
2.8 Recurrent charges 53
2.9 Disclaimers 53
2.10 Entire agreement 54
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2.11 Current value of premises 54
Schedule 3 Time for making ACAT applications 55
Schedule 4 Conduct of written ballots 57
Part 4.1 Preliminary 57
4.1 Definitions—sch 4 57
Part 4.2 Conducting a written ballot 58
4.2 Application—pt 4.2 58
4.3 Election of returning officer 58
4.4 Conduct of written ballot 58
4.5 Counting and reporting votes 59
4.6 Returning officer’s decision final 60
Part 4.3 Additional requirements for special resolution 61
4.7 Application—pt 4.3 61
4.8 Special resolution—notice 61
4.9 Special resolution—postal vote 62
4.10 Special resolution—quorum 62
Dictionary 64
Endnotes
1 About the endnotes 66
2 Abbreviation key 66
3 Legislation history 67
4 Amendment history 69
5 Earlier republications 72
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Retirement Villages Regulation 2013
made under the
Retirement Villages Act 2012
Part 1 Preliminary
Section 1
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Part 1 Preliminary
1 Name of regulation
This regulation is the Retirement Villages Regulation 2013.
3 Dictionary
The dictionary at the end of this regulation is part of this regulation.
Note 1 The dictionary at the end of this regulation defines certain terms used in
this regulation, and includes references (signpost definitions) to other
terms defined elsewhere in this regulation.
For example, the signpost definition ‘uncollected goods, for division 8.2
(Uncollected goods)—see section 48.’ means that the term ‘uncollected
goods’ is defined in that section.
Note 2 A definition in the dictionary (including a signpost definition) applies to
the entire regulation unless the definition, or another provision of the
regulation, provides otherwise or the contrary intention otherwise appears
(see Legislation Act, s 155 and s 156 (1)).
4 Notes
A note included in this regulation is explanatory and is not part of this
regulation.
Note See the Legislation Act, s 127 (1), (4) and (5) for the legal status of notes.
Preliminary Part 1
Section 5
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5 Offences against regulation—application of Criminal
Code etc
Other legislation applies in relation to offences against this
regulation.
Note 1 Criminal Code
The Criminal Code, ch 2 applies to all offences against this regulation
(see Code, pt 2.1).
The chapter sets out the general principles of criminal responsibility
(including burdens of proof and general defences), and defines terms used
for offences to which the Code applies (eg conduct, intention,
recklessness and strict liability).
Note 2 Penalty units
The Legislation Act, s 133 deals with the meaning of offence penalties
that are expressed in penalty units.
Part 2 Important concepts
Section 6
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Part 2 Important concepts
6 Places not retirement village—Act, s 10 (1), def retirement
village, par (b) (viii)
The following are prescribed:
(a) a place where a service is provided by a provider of services
within the meaning of the Disability Services Act 1991;
(b) housing provided by a community housing provider within the
meaning of the Housing Assistance Act 2007.
Representations and information about retirement villages Part 3
Section 6A
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Part 3 Representations and information
about retirement villages
6A General inquiry document—Act, s 23 (2)
The general inquiry document must include a brief explanation of the
following about the retirement village to which it relates:
(a) the residential premises, services and facilities of the retirement
village;
(b) the main differences between a retirement village and a
residential care home and how the services of the retirement
village differ from those of a residential care home;
(c) if the village contract provides for departure fees—the departure
fees;
(d) if the operator has a policy about access by residents to home
care services—the policy.
Note Departure fees include deferred fees under the Fair Trading (Retirement
Villages Industry) Code of Practice 1999 (NI1999-277).
7 Disclosure statement—Act, s 24 (3)
(1) The disclosure statement must include the following information
about the retirement village to which it relates:
(a) details of particular residential premises in the retirement
village, including fees and charges payable in relation to the
premises;
(b) the proximity of the village to services, for example, hospitals,
shopping centres and public transport;
(c) information about whether the operator is a registered provider
of a residential care home;
(d) a statement of how the services of the retirement village differ
from those of a residential care home;
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(e) details about the ownership of the village, including whether a
resident can own residential premises in the village;
(f) if a village contract for the retirement village includes provisions
for sharing a capital gain between the operator and a resident—
details of the provisions;
(g) information about the management of the village;
(h) whether the village has a residents committee and, if so,
information about the committee;
(i) the financial management of the village, including details about
the village’s income and expenditure;
(j) information about the village’s safety, including information
about its security and emergency systems;
(k) the extent to which the operator has complied with legislation
applying to the village, including the Act and the Planning Act
2023;
(l) village contracts th
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