Checklists, Guides & More
How to Use Self-Managed Super Funds (SMSF) for Property
Did you know you can use your superannuation to invest in property? You can grow your wealth by choosing the right SMSF to invest in property and commercial assets. Download the guide to learn more.
Get the guideCash Flow Forecast
How many times have you tried to upload data into Xero and got an error message? Our step-by-step guide will show you how to export the Cash Summary report to Microsoft Excel to create a simple cash flow forecast.
Get the guideInvesting 101 Handout
Whether you’ve been investing for a short time or your whole life, there are some basic things to consider when buying or selling investment contributions. Download this handout to learn best practices from our advisory team.
Get the guideThe Ultimate Tax Planning Guide for 2020
If you want to maximise your tax return before 30 June, tax planning ahead of time can help reduce your tax liability.
Get the guideSales Toolkit
This toolkit will help you reach your sales goals and targets, establish your baseline and streamline your outreach process.
Get the toolkit80/20 Rule Worksheet
Have you heard of the 80/20 rule and how it can change your life? Rumour has it that 20% of efforts gets you 80% of the results!
Get the guideThe Ultimate Checklist: Accounting Through COVID-19
Our FREE checklist outlines practical tips on how to apply and get your application processed right away.
Get the checklist
