Business planning and template.

A written business plan helps you to set business goals, identify areas for improvement and consider where to prioritise all of that energy, grit and determination. We provide our top tips on how to create a robust plan, and you can download a helpful business plan template.

Business templates and accounting resources.

Cashflow forecast

Use this worksheet to identify the cashflows in and out of your business accounts.

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Profit and loss forecast

This worksheet can help you predict what may happen to your finances in future.

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Tax and GST

Need to learn the ropes when it comes to GST? This guide is a good starting point. 

Learn more

Where to find help.

Things you should know.

1 The content of the Managing Your Money workshop is general in nature and is not intended to constitute financial advice or an offer of any financial products and services by Westpac.

2 These tools are intended as a guide only and are not intended to constitute financial advice.

The material on this webpage is provided for information purposes only and is not a recommendation or opinion.

The material on this webpage is does not take your particular financial situation or goal into account. We recommend you seek independent legal, financial and/or tax advice.

Links to other sites are provided for convenience only and Westpac accepts no responsibility for the availability or content of such websites.