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Financial Planning Worksheet for Business Success

Take control of your finances, tax, compliance, and structure with this strategic planning worksheet. Ensure capital funding, healthy cash flow, and minimal tax payments for long-term success. Plan and ask the right questions with professional advice.

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Financial Planning Worksheet for Business Success

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  1. EQ UI For most people, taking care of finances, tax, compliance and structure is not the highlight of their day. We all know how important these things are to the long term success of our business, yet very few actually take the time and put in the effort to plan it out strategically with professional advice. Making sure you have the capital to fund your ventures, maintain a healthy cash flow and minimise your tax is critical. This worksheet will guide you through the process and prompt you to ask the right questions. WE AL TH

  2. EQ UI Your financial priorities Finances aren’t always fun and most people haven't taken the time to map our their numbers! Use the table below to think about and refine your financial goals. We find that writing this stuff down really helps with getting clarity. WE AL TH Equiwealth.com.au/resources 2017 Structure and Finance

  3. EQ UI Are you ready for retirement? 1 • What’s my retirement plan? 2 • How much money do I need to live? 3 • What type of lifestyle do I want? 4 • Are my financial goals and plans structured to help me achieve this? WE AL TH Equiwealth.com.au/resources 2017 Structure and Finance

  4. EQ UI Assets and liabilities When was the last time you sat down and looked at what your assets and liabilities are? What liabilities do you have and what is the right level? Are your assets being utilised effectively? Liabilities Assets WE Write down any comments you may have? Write down things you need to think about and/or thinks you are not happy with. AL TH Equiwealth.com.au/resources 2017 Structure and Finance

  5. EQ UI When was the last time you looked at your super? SMSF Super WE AL TH Equiwealth.com.au/resources 2017 Structure and Finance

  6. EQ UI Insurance and compliance Now this stuff is really boring for most people. But it is critical to have the right insurance and compliance in place to minimise your exposure to risks. We find most business owners don’t have all this information at home in one place. WE AL TH Equiwealth.com.au/resources 2017 Structure and Finance

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