Templates and Forms

Our business plan toolkit and financial plan template will help you with essential planning and strategies for your business. Use our Local Business Starter Pack to gather all the information you need to apply for our business finance solutions and download international trade forms for import and export transactions.

Business plan toolkit

Our business plan toolkit is an easy to use, step-by-step guide to developing your business plan. An effective business plan will help you achieve the steps needed to realise your business vision.

• Download our business plan toolkit

Business Starter Pack

Download our Local Business Starter Pack to apply for any of our small business solutions including bank accounts, credit cards, business loans and asset finance. You can then take the completed forms to your nearest branch or contact your Local Business Banker.

• Download our Local Business Starter Pack

Financial plan template

Calculate your set up costs and forecast your business finances with our financial plan template. An essential part of your business plan, you can update your financial plan using this spreadsheet on an ongoing basis.

• Download our financial plan template

Business toolkit

• Business plan template
• Financial plan template
• Business start-up checklist
• Buying a business checklist
• Local Business Starter Pack

Business essentials

• Organise a business review
• Business account selector
• The BetterBusiness Package
• Business loans
• Car and equipment finance

Expert advice & insight

• Federal Budget 2011
• Business Sales Indicator
• Business insights
• BetterBusiness
• Business Finance

Important information 
As this advice has been prepared without considering your objectives, financial situation or needs, you should, before acting on the advice, consider its appropriateness to your circumstances. All products mentioned on this web page are issued by the Commonwealth Bank of Australia; view our Financial Services Guide (PDF 59kb)