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Tools and resources

Use our financially ready tools and resources to help you start or grow your business, manage your cash flow, understand your risks and prepare for the unexpected.

What you'll find:

Checklists and guides

Templates

Checklists and guides

 

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Business cash flow

This checklist will help you understand the current cash flow position of your business and prepare for the 'new normal'.

Business cash flow checklist (PDF 188kB)

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Business lending

This checklist can help you get organised and prepare for a business lending application.

Business lending checklist (PDF 1.1MB)

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Cash flow improvement

Improve your cash flow and draw up an action plan with our comprehensive tips.

Cash flow improvement checklist (PDF 1.5MB)

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Cyber Security Guide

Protect your business from the most common cyber security incidents. 

Small business cyber security guide (PDF 3.9 MB)

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Digital enablement

This checklist will help you make use of digital tools and assets to increase your business' growth.

Digital enablement checklist (PDF 200kB)

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Growing your business

To assist your business growth, we've compiled a checklist of actions that will help prepare it for the next level.

Growing your business checklist (PDF 747kB)

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Marketing on a shoestring

If the marketing budget’s looking tight but you need some big results, this checklist will give you ideas for an action plan.

Marketing action plan template (PDF 50kB)

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Starting your business

Starting a business is exciting and daunting all at once. We’ve compiled a checklist with links to support you through this process.

Starting your business checklist (PDF 667kB)

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Supply chain

This checklist will help you evaluate your supply landscape, understand how it's changed and forecast your future needs.

Supply chain checklist (PDF 192kB)

Templates

 

Icon representing business balance sheet showing bar chart with a paper plane flying up above

Balance sheet

Get an idea of what position your balance sheet will be in by the end of the year and estimate your assets and liabilities at a future date.

Balance sheet template (xlsx 1.5MB)

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Break-even calculation

Use our break-even calculator to find out how much you need to sell to achieve your target financial return. 

Break-even calculation template (xlsx 70kB)

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Business plan

Create your own business plan with the help of our business plan template and make the experience a stress-free one.

Business plan template (PDF 591kB)

Icon representing cash flow forecast  template showing laptop displaying bar chart with $ sign

Cash flow forecast

Effectively manage your cash flow and feel in control with our handy forecast template.

Cash flow forecast template (xlsx 114kB)

Icon representing profit and loss template showing two arrows pointing up and down with $ signs

Profit and loss

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

Profit and loss template (xls 1.5MB)

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Scenario planning

Use our scenario planning template to plan for future events that your business may face.

Scenario planning template (PDF 151kB)

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SWOT analysis

Use SWOT to identify your Strengths, Weaknesses, Opportunities and Threats to help you fine tune your business strategy.

SWOT analysis template (PDF 137kB)

This is general information only, so it doesn’t take into account your objectives, financial situation or needs. ANZ is not giving you advice or recommendations (including tax advice), and there may be other ways to manage finances, planning and decisions for your business.

Read the ANZ Financial Services Guide (PDF 179kB) and, if applicable, the product Terms and Conditions. Carefully consider what's right for you, and ask your lawyer, accountant or financial planner if you need help. 

Any tools, checklists or calculators produce results based on the limited information you provide so they are an estimate or guide only. As they are incomplete, they are not a substitute for professional advice.

Terms and conditions, fees and charges, and credit approval and eligibility criteria apply to ANZ products.

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