Academy Conversion

These are the Academy Conversion resources currently available. Please click on the heading you are interested in to access these resources.

We recommend that all trustees have access to and a working knowledge of the contents of these documents.

SBM Services are experienced at setting up Multi Academy Trust business and financial management practices, and training personnel on their new responsibilities is one of our specialisms. We are currently working successfully with academy trusts all over the country. If you would like any support with the process of academy conversion then please contact us via email at info@sbmservices.co.uk or use the contact form on our contact page.

Toolkit Tools

Our Toolkit Tools resources have been specifically tailored to your subscription, if you encounter any issues with these resources please let us know via our contact form.

Please note, you need to have an active Toolkit subscription in order to view and download the resources.

Essential Reading For Trustees

    Support With Conversion

    Teaching Staff Salary Calculator Example Pdf
    Financial Regulations Multi Academy Trusts

    Updated to reflect the changes to the Academies Financial Handbook 2020.

    Post Conversion

    Trust Board Scheme Of Delegation Docx
    Trust Board Directors First Meeting Agenda Docx
    Trust Board Terms Of Reference Docx
    Financial Regulations Single Academy Trust

    Template financial regulations for a single academy trust.  Updated to reflect the Academies Financial Handbook 2020.

    Company Secretary Checklist

    A checklist to show the tasks that a Company Secretary should be undertaking within an academy trust.

      Management Accounts

      Management Accounts Example Pdf

        Fixed Asset Register

        Fixed Asset Register Template New Xlsx

          Alternatively, as part of your subscription to the SBM Toolkit, if you would like some assistance in setting up this tool for your own school setting then please email our helpdesk at info@sbmservices.co.uk or use the contact form on our contact page.

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