Advanced Rates is a specialised training course designed to guide participants through the full annual rates management cycle in Western Australian local government.
The course focuses on the practical processes required to prepare, model, and deliver the annual rates function. Participants will gain the knowledge and tools required to confidently undertake rates modelling, manage end-of-year processes, and ensure accurate and compliant rates billing.
Through a series of structured modules, the course walks through the key activities involved in preparing for the new rating year — from modelling scenarios and importing valuation rolls through to closing the rates ledger and issuing rates notices.
This course is ideal for staff responsible for the annual preparation and administration of local government rates, providing a clear understanding of both the legislative requirements and the operational processes involved.
Advanced Rates is a 9 hour course delivered online over three sessions, with live training held between 1 pm - 4 pm (AWST) via Microsoft Teams. Each session runs for approximately 3 hours, with plenty of time for Q&A and discussions.
Participants will gain access to a secure online learning portal, where they can:
- Access recordings of all sessions (available on-demand for 12 months)
- Download a toolbox of practical resources — including templates, checklists, and examples
- Engage with fellow participants through an online discussion forum
- Submit questions, participate in Q&A, and network with peers from other councils
Our experienced team will be available to support participants in the practical implementation of the skills and knowledge gained throughout the Advanced Rates course.
By the end of the Advanced Rates course, participants will have the knowledge and practical understanding required to manage key annual rating functions, including:
- Understanding the principles of rates modelling
- Building and reviewing rates models
- Applying legislative requirements to annual rating processes
- Importing and managing Valuer General valuation rolls
- Performing key end-of-year checks and reconciliations
- Closing the rates ledger for the financial year
- Managing interim rating at year end
- Preparing rates levies and charges
- Ensuring statutory compliance in rates notices
- Producing and issuing rates notices
- Managing post-billing processes and adjustments
The course focuses on real-world processes and practical application, helping participants confidently manage one of the most important financial functions within local government.
This course is designed for anyone responsible for annual rates preparation, modelling, or billing within local government.
It is particularly suitable for:
- Rates officers responsible for annual rates processes
- Finance officers involved in rates preparation or modelling
- Rates managers overseeing the annual rates cycle
- Executive staff seeking a deeper understanding of annual rating operations
Whether you are performing these tasks for the first time or looking to strengthen your knowledge, this course provides a structured approach to managing the annual rating process.
