Perth · Financial Services

Financial Services annual report designers in Perth.

Annual and stewardship reports for banks, insurers, fund managers and AFSL holders. APRA and ASIC ready.

AGDA memberARA award winnerWCAG AA standardSince 2011

Brief a financial services report in Perth

Pre-filled from Perth · Financial Services , edit anytime.

Briefing a financial services report in Perth? Here is what teams ask.

  • Will the report meet the WA financial services reporting deadline?

    Yes. Standard scope locks the milestone calendar at kick-off. Internal reviewers, the executive, the board, the auditor and the Minister's office (where applicable) all have dates from week one. WA agencies submit annual reports to the Minister by 30 September.

  • Can you align the report with APRA, ASIC, AFSL?

    Yes. We map content against APRA, ASIC, AFSL in one disclosure matrix so audit, assurance and board reporting all pull from the same source.

  • How will our financial and operational data look on the page?

    Every chart and table reconciles back to the audited number line. Footnotes, base years and assurance status sit on the page where the data lives. Designed for financial services stakeholders, not generic investors.

  • Will the PDF pass WCAG 2.1 AA for Perth publication?

    Yes. Tagged, screen-reader tested in NVDA and VoiceOver, signed conformance statement against WCAG 2.1 AA. Standard scope, not an extra at the end.

  • Have you delivered for financial services clients in WA before?

    Yes. The studio has shipped financial services annual, sustainability and quality reports across WA and nationally. References available on request under NDA.

Why Perth financial services teams brief us

Three things we bring to a financial services brief in Perth.

Financial Services reporting in Perth
Financial Services · Perth
  1. 01

    WA reporting calendar fluency

    We work backwards from the WA tabling and lodgement dates so internal review, audit, board approval and accessibility tagging all hit their windows. No surprise weeks at the end.

  2. 02

    Financial Services standards in scope from day one

    Reports are designed against APRA, ASIC, AFSL. Disclosures, footnotes and base-year notes sit on the page where the data lives, not retrofitted at sign-off.

  3. 03

    Melbourne studio, Perth delivery

    Melbourne-based studio delivering for Perth and every Australian capital and region. Kick-off, board approvals and reviews run over video and shared review tools on WA business hours. One named project lead from brief to lodgement.

Perth · Financial Services

Financial Services annual reports for organisations headquartered in Perth and across WA. Annual and stewardship reports for banks, insurers, fund managers and AFSL holders. APRA and ASIC ready. Designed against APRA, ASIC, AFSL and the WA Department of Treasury (Treasurer's Instructions 903 and 904) reporting calendar, with kick-off and board sessions in Perth CBD, West Perth, Subiaco.

Local context

Who reports in Perth · Financial Services.

The organisations and frameworks that shape every reporting cycle.

  • Sector
    WA universities

    UWA, Curtin, Murdoch and ECU council and research reporting.

  • Council
    City of Perth

    Local government annual report obligation.

  • Department
    Department of Treasury WA

    State annual reporting framework.

  • Regulator
    APRA

    Australian Prudential Regulation Authority.

  • Regulator
    ASIC

    Australian Securities and Investments Commission.

  • Licence
    AFSL

    Australian Financial Services Licence reporting obligations.

Reporting calendar

When financial services reports land in Perth.

WA agencies submit annual reports to the Minister by 30 September. ASX listed entities lodge under Listing Rule 4.5A by 30 September for 30 June balancers. APRA prudential reporting, the Annual Members' Meeting timetable and ASIC RG 97 fee disclosure all sit alongside the annual report.

Briefing checklist

Financial Services in Perth, at a glance.

  • Will the report meet the WA financial services reporting deadline
  • Can you align the report with APRA, ASIC, AFSL
  • How will our financial and operational data look on the page
  • Will the PDF pass WCAG 2.1 AA for Perth publication
  • Have you delivered for financial services clients in WA before

Financial Services reporting in Perth

Financial Services annual reports for organisations headquartered in Perth and across WA. Annual and stewardship reports for banks, insurers, fund managers and AFSL holders. APRA and ASIC ready. Designed against APRA, ASIC, AFSL and the WA Department of Treasury (Treasurer's Instructions 903 and 904) reporting calendar, with kick-off and board sessions in Perth CBD, West Perth, Subiaco.

Perth context

Perth corporates, statutory bodies and WA universities all carry annual reporting obligations. The energy transition, renewables, hydrogen and critical minerals processing sectors headquarter their listed entities here alongside WA government, health and tertiary providers. We design technical, data-rich annual, sustainability and AASB S2 climate reports on the WA business calendar.

What we deliver

Standard scope includes annual report, stewardship report, pillar 3 and prudential disclosures. Print procurement, accessible PDF and microsite versions can be added as needed.

Our process

How it works

  1. 01

    Brief & scope

    Share your deadline, page count and report type. Within one business day we send a fixed fee, a written timeline and the named team for your project.

  2. 02

    Design & review

    Jen leads the project end-to-end with a small extended studio team handling production. You review at clear, named milestones. No surprises, no scope creep.

  3. 03

    Lodge & deliver

    Print-ready files, accessible WCAG 2.1 AA PDF and lodgement-ready output for ASIC, ASX, PGPA Act, ACNC or state parliamentary tabling, delivered on the date we committed to in writing.

FAQ

Financial Services in Perth.

Common questions before a brief lands.

All questions
How long does a Perth financial services report take?
Six to ten weeks for a standard report. Ten to fourteen if a sustainability or microsite component sits alongside it. We lock the milestones at kick-off so finance, the auditor and the board all see the same dates.
How do you work with Perth teams remotely?
We are a Melbourne-based studio delivering for Perth and every Australian capital and region. Kick off, board approvals and reviews run over video and shared review tools on WA business hours.
What does a fixed Perth financial services report quote include?
Concept, design, two structured rounds of internal review, accessibility tagging, lodgement-ready output and the production handover. Print procurement and microsite scope are quoted as add-ons. Tell us your deadline and budget range. We'll send a fixed quote within one business day.
Brief us today

Send your Perth financial services brief.

Quoted in writing within one business day on WA business hours.

Send the brief

Pre-filled from Perth · Financial Services , edit anytime.
Get a free estimateReply within 1 business day · NDA on request