Find the list of tasks to be done in your business or reminders you need to know about.
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Do you like to tick things off a to-do list? Our checklists will help you know which steps you need to complete when undertaking operational tasks or improving your business.
Here are our top 5 checklists for business owners.
1. Cyber security checklist
Protecting your business from cyber threats is crucial. Scams, email attacks, and malicious software can cost a lot of time and money. They can also compromise your sensitive data and reputation. Use the Cyber security checklist to find out how cyber secure your business is and strengthen your business against cyber threats.
2. Sustainability checklist
Being sustainable is about making positive changes in your business for the planet and people around you. It helps you stay resilient and meet the growing demand for products and services that do no harm. The Sustainability checklist guides you through some steps you can take towards sustainability.
3. Hiring employees checklist
Are you thinking about hiring staff for your business? Use the Hiring employees checklist to help you meet Australian laws when hiring an employee. We’ve also included some tips that might help you through the hiring process.
4. End of financial year checklist
The end of the financial year (EOFY) is an important time for your business. You'll need to complete bookkeeping, tax returns and plan for the new financial year. Use the End of financial year checklist to prepare, get your business organised and work smarter in the year ahead.
5. Setting up your finances checklist
Get your finances in order. The Setting up your finances checklist will help you understand the steps to set up your business accounts and find the tools and help you need to start managing your business finances.
The setting up of a SMSF and all administration tasks such as preparation of your trust deed and the completion and lodgement of relevant ATO statements.
Ensuring your SMSF is compliant with current superannuation laws and regulations
Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.
Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.
Login to Secure File Transfer, or contact us if you require a username and password.
Disclaimer
Information provided on this web site is general in nature and does not constitute financial advice.
Peter Price & Associates has taken reasonable care in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.
Peter Price & Associates will endeavour to update the web site as needed. However, information can change without notice and Peter Price & Associates does not guarantee the accuracy of information on the web site, including information provided by third parties, at any particular time.
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This publication provides general advice only. No direct or implicit recommendations are given in this publication. This means the general advice provided has not been prepared taking into account an individuals particular financial circumstances (ie investment objectives, financial situation or particular needs). You should assess whether the advice is appropriate to individual financial circumstances before making an investment decision.
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