YOUR BUSINESS, Y UR LIFE
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- Gary Knight
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1 YOUR BUSINESS, Y UR LIFE reap the rewards PETER GIALOURIS
2 Appendix A Short Form Business and Personal Financial Plan Use this form to complete your plans.
3 Your Business Plan Year 1: Mission Vision Values Goals/Objectives
4 SWOT Analysis Strengths Weaknesses Opportunities Threats
5 Specific Actions and Plans Strategies
6 Cost-Benefit Analysis (Use one page for each separate analysis) Proposed Action: Associated Costs Potential/Actual Benefits
7 Organisation Chart Current and Planned (Business Plan Only) People and roles:
8 Annual Budget and Years 2 & 3 Projections (Business Plan Only) Current Year 1/Budget Year 2 Year 3 Sales Cost of Sales Gross Profit Gross Profit % Overheads Staff Rent Other Expenses Total Operating Expenses Net Profit Tax Net Profit After Tax Capital Expenditure Asset Disposals Other major items:
9 Balance Sheet (Business Plan Only) Current Year 1/Budget Year 2 Year 3 Bank Trade Debtors Inventory GST Receivable Other Current Assets Total Current Assets Fixed Assets Total Assets GST Payable Trade Creditors Other Creditors Accruals Provisions Other current liabilities Total Current Liabilities Loans Total Non-Current Liabilities Total Liabilities Net Assets
10 Cash Flow Report (Business Plan Only) Current Year 1/Budget Year 2 Year 3 Opening Bank + Net profit after tax + Depreciation - Capital expenditure + Disposals + Decrease (- Increase) in current assets + Increase (- Decrease) in current liabilities + Increase (- Decrease) in loans Other Net Cash flow Closing Bank
11 Your Personal Financial Plan Goals/Objectives
12 Net Worth Calculation (Personal Plan Only) Asset Current Market Value Personal/Lifestyle Assets Home/Primary Residence House Contents Valuables (list individually) Car Additional Vehicles Caravan/Boat Holiday Home Other Total Lifestyle Assets Investments/Savings Cheque Account Savings/ Cash Management Accounts Term Deposits Rental Property Managed Funds Life Insurance Cash Value Net Business Value/Equity Super/Retirement Accounts Other Total Investment Assets TOTAL ASSETS Liability Current Amount Owed Primary Residence Mortgage Loan/Mortgage Offset Account Mortgages/Investment Loans on Other Properties Car Loan Personal Loans/Guarantees Credit Card Debt Student Loan Other Loans TOTAL LIABILITIES Total Assets Total Liabilities = Net Worth: $
13 Budget/Cash Flow Report (Personal Plan Only) Current Year 1 Year 2 Year 3 INCOME Salary/wages Business Income/Dividends Investment Income Other Income Tax Payable Medicare Levy Payable Net Income after tax EXPENSES Living/Lifestyle Expenses Housing (mortgage/rent/ rates) Utilities (electric/gas/oil, water, rubbish, mobile and landline phones, TV/ cable/streaming video, internet) Food (groceries/ takeaway/eating out) Transport/travel(car, public transport, etc.) Insurance premiums Personal care (clothing, toiletries, grooming) Health/Medical (Doctor, Dentist, Chemist, etc) Pets (food, insurance, healthcare, grooming) Family (education, hobbies, childcare, tuition, child support, alimony) Personal debt (credit cards, personal loan payments) Investment Loan Investment Expenses Goal-oriented savings (e.g., emergency fund, retirement, vacation) Charitable Donations/ Gifts Other Total Expenses TOTAL NET CASH FLOW
14 Key financial weaknesses, issues and gaps that need to be addressed
15 Specific Actions and Plans Strategies
16 Cost-Benefit Analysis (Use one page for each separate analysis) Proposed Action: Associated Costs Potential/Actual Benefits
17 Are your Business and Personal Financial Plans Aligned? Pillar Business Plan Yes/No Issue? Personal Plan Yes/No Issue? Action Required Cash flow Assets Debt Tax Risk Estate Plan
Figure 1 Figure 2 Assets and Liabilities Inventory CAsh Cash on hand Checking account balance Savings account balance Certificates of deposit Money market account balance Credit union account balance Money
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