This template supports the preparation and lodgement of ASIC annual company statements for Australian entities.

It covers the end-to-end workflow, beginning with task setup and internal preparation, followed by review, client communication, lodgement, and post-lodgement steps. Key components include requesting and confirming ASIC details, drafting the annual statement, collecting client signatures, lodging with ASIC, and issuing invoices.

Client Request tasks are included to gather required documentation and approvals, and the workflow is fully customisable to suit your firm’s process and team structure.

This template is part of the Australian Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.