Australian Annual Report Template
A free, AASB-aligned annual report template for Australian companies, with an editable results summary and correct A$ formatting.
- Accounting standard
- AASB (Australian Accounting Standards)
- Financial year
- Financial year commonly 1 July – 30 June (some entities use a different balance date)
- Currency
- AUD (A$)
- Filed with
- ASIC (Form 388)
| 2026 | 2025 | |
|---|---|---|
| Revenue | A$950,000 | A$950,000 |
| Cost of sales | A$560,000 | A$560,000 |
| Gross profit | A$390,000 | A$390,000 |
| Operating expenses | A$245,000 | A$245,000 |
| Profit from operations | A$145,000 | A$145,000 |
| Income tax expense | A$43,500 | A$43,500 |
| Profit for the year | A$101,500 | A$101,500 |
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How to Fill In an Annual Report Template
An annual report brings together a company’s results, financial position and cash flows for the year in a single document, typically alongside a directors’ report and supporting notes. For an Australian company, it is the document that shareholders see at the AGM and, where lodgement is required, the version submitted to ASIC — so it needs to be complete, internally consistent and built on the same figures as your other statements.
This template gives you a ready-made structure — cover and contents, a directors’-report summary, the primary statements and a notes section — so you are not starting from a blank page each year, and the profit-for-the-year figure flows through using the same AASB-consistent line items as the standalone profit and loss template.
What is an annual report?
An annual report is a year-end pack that combines a narrative summary of the business (principal activities, performance and outlook) with the core financial statements — profit or loss, balance sheet and cash flow — and the notes that explain the figures, prepared once a year to the entity’s balance date.
What to include
- Revenue — income earned from the company’s ordinary trading activities during the year.
- Cost of sales — the direct costs of producing the goods or services sold, deducted from revenue to reach gross profit.
- Gross profit — revenue less cost of sales, a subtotal showing trading margin before overheads.
- Operating expenses — administrative and other running costs of the business, deducted to reach profit from operations.
- Profit from operations — gross profit less operating expenses, before finance costs and tax.
- Income tax expense — the tax charge for the year, deducted to reach the final result.
- Profit for the year — the bottom-line result after all income, expenses and tax, carried through to the balance sheet as retained earnings.
Step-by-step guide
- Open with a cover page and contents listing your company name, logo, ACN and/or ABN, and the reporting period covered — this orients readers before they reach any figures.
- Write the directors’ report, summarising the year’s trading performance, principal activities, any significant changes during the year, and the outlook for the year ahead.
- Insert the statement of profit or loss, entering revenue, cost of sales and operating expenses so gross profit and profit from operations calculate automatically.
- Add income tax expense to arrive at profit for the year, then carry this figure through to retained earnings on the balance sheet for consistency across statements.
- Insert the balance sheet and cash flow statement (using the standalone templates on this page if preferred), checking that the closing cash figure matches between the two.
- Add the notes to the financial statements, disclosing the accounting policies applied (including whether Tier 1 or Tier 2 AASB reporting is used) and any material items requiring explanation.
- Review the whole pack for consistency — the same profit-for-the-year figure should appear in the narrative summary, the profit and loss statement and the equity section of the balance sheet.
- Finalise formatting, page numbers and any required signatures before circulating to directors, shareholders or lodging with ASIC.
Australia-specific rules
Not every Australian entity is required to prepare or lodge a full annual report — small proprietary companies are generally exempt unless directed by shareholders or ASIC, while public companies and larger proprietary companies must prepare financial statements under the AASB standards and lodge them with ASIC on Form 388, typically within four months of year-end for public companies (three months for disclosing entities), with the AGM to follow within five months.
Where preparation is required, the statements should follow either Tier 1 (full IFRS-based disclosure) or Tier 2 (Simplified Disclosures under AASB 1060), depending on the entity’s public accountability and size, and most entities align the report to a financial year of 1 July to 30 June unless a different balance date has been adopted.