Filing an annual return

The documents you need to send us each year

Every retirement village is allocated an annual return filing month when they register on the Retirement Villages Register. An annual return must be filed with us each year — apart from the year of registration — during the allocated month.

What information you need to provide to us

Your annual return must be filed on Form RV 2 — Annual return and certificate of registered documents, and must contain the information for the prescribed period.

Your annual return must be accompanied by:

  • the certificate referred to in Section 16 of the Retirement Villages Act 2003, which is included as part of the annual return Form RV2, and
  • a copy of the audited financial statements for the operator that comply with Section 35B of the Act, or
  • a copy of the audited financial statements for the operator that comply with Subpart 3 of Part 7 of the Financial Markets Conduct Act 2013, or Section 55 of the Financial Reporting Act 2013 (only where the operator has alternative financial reporting obligations — refer to Section 35F of the Act), and
  • a copy of the audited financial statements that comply with Section 35C of the Act (where applicable), and
  • if the operator isn't exempt from the requirement to appoint a statutory supervisor, under Section 41 of the Act, a certificate signed by the statutory supervisor stating that —
    • the operator has supplied to the supervisor a copy of the audited financial statements of the operator and, where Section 35C applies, a copy of the audited financial statements for the village; and
    • the information contained in the annual return is, to the best of the supervisor's knowledge and belief, accurate; and
  • the fee for filing an annual return.

The annual return must be dated as at a day within the month the annual return is due, and the information in the annual return must be accurate as at that date.

Filing your annual return

The fee for filing an annual return must be paid at the time of filing.

Any documents to be filed with us can be sent to:

Registrar of Retirement Villages
Private Bag 92061
Victoria Street West
Auckland 1142

or

Registrar of Retirement Villages
Level 18
135 Albert Street
Auckland 1010.