Guides
Guides for owners and their advisers
New guides every week on the conversations that lead to funding — written for Australian owners, accountants, bookkeepers and BAS agents, and checked against official sources.
Cash flowDocumentsPreparationFor advisersGrowth
Quarterly BAS Meeting: Turn It Into a Funding Check
Use the quarterly BAS catch-up with your accountant or bookkeeper to spot funding needs early: a 20-minute agenda, five numbers to review and next steps.
3 October 2026
Need a Loan Before Your Tax Return Is Lodged?
Applying for a business loan before your latest tax return is done? How interim financials, BAS and an accountant's letter bridge the gap for lenders.
3 October 2026
Separate Business and Personal Spending Before a Loan
Why mixing personal and business money hurts a loan application, and a practical plan to separate accounts, cards and drawings so your numbers read cleanly.
3 October 2026
8 Funding Signals Advisers Notice Before the Owner Does
For accountants, bookkeepers and BAS agents: eight early signs a client may need business finance, what each means and how to raise it without pressure.
3 October 2026
Hiring Staff Under Payday Super: Plan the Cash Flow
Taking on staff? How wages, the 12% super guarantee and Payday Super from 1 July 2026 change cash flow, and how to fund the ramp-up with your adviser.
3 October 2026
Buying Equipment? Talk to Your Accountant Before You Sign
Before buying equipment or a vehicle, ask your accountant about tax timing, cash flow and finance structure. An owner checklist and how lenders view it.
3 October 2026See what your business could qualify for
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