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Plan and forecast

You've probably done a lot of thinking about your business already, but writing your thoughts down in a planning template and forecasting document can help you solidify them and recognise any gaps. Plus it’s important to regularly revisit your planning documents as your business changes.


Tools to help you get started

Your business plan blueprint

Use our business planning infographic as a guide for what planning and forecasting you need to complete.

Business plan template

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

SWOT analysis

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

Explore starting a business

Learn and connect


Start your business checklist

We’ve compiled a checklist with links to support you through this process.


How to forecast profit and loss

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


Setting business goals

Goal setting gives you both direction and a destination – and encourages you and your staff to reach beyond your perceived limits. Here, we outline the benefits of goal setting and how to set effective goals.


The philosophy behind The Moody Chef’s success

“Don’t create a job, create a business,” says George Dannaoui, when he's asked for his advice on launching a successful business.


Define your competitive advantage

Few businesses can succeed long term without a vivid point of difference from competitors.


Determine your market size

How to determine your market size and ensure your market research process is correct.


Making sense of marketing plans

Don’t waste time and money on a piecemeal approach to marketing – use our guide to develop a solid strategy and really gain momentum.


An analysis of start-up grants and subsidies

Government and state subsidies and grants are available for businesses just starting up, and it’s worth finding out if you could be eligible for them.


Setting up your SME for the new FY

For thousands of business owners around the country the annual end of financial year (EOFY) season can bring a sense of dread as they juggle the demands of closing out the fiscal year while trying to keep the business humming.


How to calculate break-even point

By forecasting your cashflow you'll be able to plan ahead for the good times and the bad. 


ANZ Business Insights

ANZ Business Insights gives you free access to real time data and online reports that can help inform your business decisions.

Speak to someone who knows

Whether your business is big or small, global or local, ANZ's business bankers can help. We will get to know you and your business and offer smart, personalised banking ideas and solutions.

Tailored solutions
Specialised knowledge
Dedicated support
Industry insights


Speak to us about business planning

1800 801 485

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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.

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