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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.


Explore starting a business


Set up accounts

Setting up the right combination of transaction and savings accounts, along with the online banking option that's right for you, could help you streamline your payments and make it easier to stay on top of your business's cashflow.

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.

Popular articles

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.

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

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Any advice does not take into account your personal needs, financial circumstances or objectives 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.