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Download a financial plan template

Many small businesses fail because of insufficient planning and funding. Our easy-to-use financial plan template allows you to:

  • Calculate set-up costs
  • Forecast profit and loss
  • Forecast cash flow
  • Forecast balance sheet
  • Examine break-even point

Download the financial plan Microsoft Excel spreadsheet, save it to your computer and update it on an ongoing basis.

Download a financial plan template

 Find the right bank account for your business with our account selector.

 Manage your small businesses’ day-to-day finances with NetBank for business.

 Stay in control of your costs with a simple merchant plan, with monthly plans from $30.

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. View our Financial Services Guide (PDF 59kb).