Forms & Checklists
Resources & Tools

Forms & Checklists

Here are a selection of useful documents that you can download. Some of these are referenced in other parts of the site.

Forms & Checklists

Forms & Templates

Business case assessment template
(Microsoft Word DOCX, 31KB)
Download
Questions to ask your adviser
(Microsoft Word DOCX, 27KB)
Download
Common Debt Products Overview
(Microsoft Word DOCX, 38KB)
Download
Business Plan Template
(Microsoft Word DOCX, 84KB)
Download
Personal Information Assets Table
(Microsoft Word DOCX, 28KB)
Download
Cash flow forecast spreadsheet
(Microsoft Excel XLSX, 69KB)
Download
Sources of funds
(Adobe Acrobat PDF, 31KB)
Download
Common banking terms
(Adobe Acrobat PDF, 133KB)
Download

Checklists

Please use the following checklists to make sure you are prepared and have followed our recommendations:

Loan Preparation Checklist
View checklist
Loan Application Checklist
View checklist
Switching Banks Checklist
View checklist