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Templates and checklists

Starting out

Should you go into business?

If you’re thinking of starting a business, use this checklist to see how many attributes of successful business owners you have.

Start your business checklist

To help you navigate your way to the start line, we’ve compiled a checklist with links to support you through this process.

Business plan template

Download our business plan template and start capturing your planning on paper.

Calculate your set-up costs

When you’re looking to start up your own business, one of the most important costs you’ll need to accurately calculate is the set-up cost.

Cashflow and forecasting

Cashflow forecast template

It's essential to forecast and monitor your business’s cash flow. By utilising a cash flow forecast you’ll be able to plan ahead for the good times and the bad.

Cashflow improvements checklist

Trying to improve your cashflow? Download this checklist of useful suggestions, and use it to help draw up an action plan for your business.

Forecasting your balance sheet

For an idea of what position your balance sheet will be in by the end of the year, download our balance sheet forecaster to estimate your assets and liabilities at a future date.

How to forecast profit and loss

Use our profit and loss template to forecast the year ahead.

Running your business

Tactics for increasing your efficiency

It’s important to regularly check that your business is running efficiently – as there can be long-term payoffs to help keep you one step ahead of your competitors.

SWOT analysis template

'SWOT' stands for Strengths, Weaknesses, Opportunities and Threats. It's an analysis that helps to fine-tune your business strategy.

Marketing on a shoestring action plan

Get creative with your marketing budget with our downloadable checklist.

Grow your business online guide

If you’re ready to grow, ANZ is ready to help. This self-paced online course consists of six modules, connecting you with the academic-backed growth frameworks and knowledge developed by the Australian Centre for Business Growth, University of SA.

Need some guidance on using our templates?

Learn more

How to use our cashflow improvements checklist

Learn more

Any advice does not take into account your personal needs and financial circumstances and you should consider whether it is appropriate for you.

ANZ recommends you read the applicable Terms and Conditions and the ANZ Financial Services Guide (PDF 104kB) before acquiring the product.

This page contains only general information which is subject to change and is not a substitute for commercial judgement or professional advice. This information does not take into account your personal and financial needs, particular objectives and/or circumstances, and you should seek appropriate independent advice (which may include property, legal, financial, taxation and accounting advice) before making any decisions, investing, or acting on it.

Tools, templates, checklists, and calculators (“ANZ Tools”) linked or referred to on this page, are only some of many ways to analyse a business or industry, or to assist your planning and business decision making. You should seek the assistance of your accountant, business or other advisor when either planning for or analysing your business.

To the extent permitted by law, all members of the ANZ group of companies, their employees, officers and contractors (“ANZ“), offer no warranty and disclaim liability or responsibility to any person for any actions, claims, costs, demands, liability, or direct or indirect losses or damage that may result from using or relying on the information set out in the pages or the ANZ Tools, and / or any act, omission or error, by any person in relation to them.  To the extent permitted by law, ANZ makes no warranty and has no liability in respect of your use and reliance. ANZ Tools are also subject in many cases to further specific cautionary wording and disclaimers which you should read.