The AAP Practical Workshops Series - Annual Outgoings Statements

Annual Outgoings Statements – Retail & Non-Retail

A Practical Workshop for Commercial Property Professionals

Annual outgoings statements are a core compliance obligation in commercial property management and one of the most common areas where agencies expose themselves to dispute, under-recovery or audit risk.

Errors around what is claimable, how costs are apportioned, or how summaries are prepared can quickly undermine landlord confidence and create tension with tenants particularly in retail assets where legislative requirements are strict.

This practical workshop takes a step-by-step approach to managing the outgoings year across both retail and non-retail properties. It focuses on accurate cost recovery, correct documentation, and building systems that stand up to scrutiny from tenants, accountants and auditors.

The session is operational and process-driven, concentrating on how outgoings are managed in practice rather than legal theory, and highlights common mistakes that agencies make year after year.

What this workshop covers

• What is claimable, non-claimable and partially claimable
• Retail Act requirements for outgoings recovery
• Recoverable land tax, insurance, services, repairs and management fees
• Preparing the annual outgoings summary correctly
• Working effectively with accountants and auditors
• Resetting and forecasting outgoings budgets for the year ahead

Templates and worked examples are included to support consistent, repeatable processes.

Who should attend

• Commercial property managers
• Residential agencies managing commercial assets
• Agency principals and team leaders
• Assistants and emerging commercial property professionals

This is a practical, working session designed to strengthen capability, reduce risk and improve confidence when preparing and issuing annual outgoings statements.

Participants will leave with clearer processes, improved accuracy in cost recovery, and greater confidence when dealing with tenants, owners and external advisers.

Delivered by the Australian Academy of Property as part of its practical upskilling program for commercial property professionals.

This workshop focuses on practical process and professional practice, not legal advice, and is designed to support agencies in operating within their documented authorities.

Registration Fees:

Individual Registration - $150 + GST (per workshop)
Includes: 75-minute live online workshop, digital resource, templates, checklists and replay access (where applicable).

Group Licence (same organisation) - $350 + GST (per workshop)
Covers up to 3 attendees from the same organisation.
Includes: 75-minute live online workshop, digital resource, templates, checklists and replay access (where applicable).

Agency / Tailored Delivery - Available on request.
Custom pricing based on session length, content requirements and attendee numbers.

Please note: Program content, session timing and presenters are subject to change without notice.