Webinars On-Demand

2025 Update: Compilation of Annual Financial Statements

Overview    

Professional accountants have a duty in terms of the Companies Act and professional body standards to ensure that Annual Financial Statements compiled for clients are meaningful, compliant, and useful to users. This webinar is designed to provide participants with a structured, step-by-step approach to preparing complete and reader-friendly financial statements. Covering essential elements such as narrative disclosures, notes and supporting schedules, this session will align with key financial reporting frameworks, including IFRS for SMEs and IFRS. 

Join Caryn Maitland CA(SA) as she guides you through the best practices for creating compliant financial statements that effectively communicate to stakeholders.   

Learning objectives   

Attending this webinar will equip you with the following skills:  

• Confidently prepare a complete set of financial statements, from the primary statements to supporting notes.  

• Understand how to structure and present narrative disclosures that enhance clarity while meeting compliance requirements.  

• Apply best practices for consistency, cross-referencing and linking information throughout the financial statements.  

• Identify common presentation and disclosure pitfalls and how to avoid them.  

• Enhance the usefulness and readability of financial statements for investors, regulators, lenders and other users. 

Content   

The webinar will cover the following topics:  

• Components of a full set of financial statements: 

  • Statement of Financial Position. 

  • Statement of Profit or Loss and Other Comprehensive Income. 

  • Statement of Changes in Equity. 

  • Statement of Cash Flows. 

  • Notes to the Financial Statements. 

• Disclosure principles: 

  • Materiality and aggregation. 

  • Offsetting rules. 

  • Significant accounting policies. 

  • Judgements and estimates. 

• Structuring notes for: 

  • Revenue. 

  • Property, plant and equipment. 

  • Financial instruments. 

  • Leases, provisions, contingent liabilities. 

  • Taxation and related parties. 

• Cross-referencing and internal consistency  
• Tailoring disclosures to industry, entity size, and user needs 
• Sample disclosure templates and real-world examples 

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