ANZ Family Business Toolkit

ANZ and FBA are committed to fostering the growth of family-owned businesses. Together, we’re here to support your business at every stage. As the exclusive National Banking Partner of the Family Business Association, we’ve curated some helpful tools and resources from our Financially Ready Business Hub to support your business journey. Whether you’re starting, running, or growing your family business, there should be something in here for you.

Explore a range of topics relevant to family businesses.

The importance of cash flow: the fuel for your business	Why every business needs a marketing strategy and a plan	Preparing for business lending: What are banks looking for?
Your essential EOFY business checklist	Cyber security basics for small businesses	When to start paying yourself from your business
Need more funds? Compare business loan options	Tips for keeping costs down in your business	Developing a risk management plan from a risk assessment
Creating a legacy after taking over the family business	The importance of an emergency fund	Industry insights, market views and economic expertise, brought to you by ANZ Private

Save time with these business templates.

Cash Flow Forecast Template (Excel file)

Profit and Loss Template (Excel file)

Scenario Planning Template

Balance Sheet Template (Excel file)

Marketing Action Plan Template

Use these checklists and guides to help plan your next steps.

A Banker Check-in

Business Lending Checklist

Break-Even Calculator (Excel file)

Business insurance checklist

Cash Flow Improvement Action Plan

Cyber Security Guide

Growing Your Business Checklist

Risk Assessment Checklist

Supply Chain Checklist

Get In Touch

ANZ Private Whether you run a business or plan to sell one, we can support you with lending and investment solutions, as well as advice for a range of personal and business needs, including risk management. Become a client

Business Banking If you’ve got a business enquiry, get in touch with us on 1800 351 663 Monday to Friday 8am – 6pm (AEST) or request a call back and one of our team members will make contact with you. request a call back

Important information

This information is issued by the Australia and New Zealand Banking Group Limited (ABN 11 005 357 522, AFSL 234 527) (ANZ).

The information is of a general nature and has been prepared without taking account of your personal needs, financial circumstances or objectives. It is intended for informational purposes only. Whilst every effort has been taken to ensure the information used is accurate and reliable, no warranty is given as to the accuracy of the information and no liability is accepted for your reliance on the information.

Before acting on this information you should consider whether the information is appropriate having regard to your personal needs, financial circumstances or objectives. Investors should always read the Product Disclosure Statement for the relevant product and seek financial advice before making an investment decision.

Any investment is subject to investment risk, including possible repayment delays and loss of income and principal invested. Before making any investment decision you need to consider whether there are any adverse consequences for you, including exit fees, other loss of benefits or increase in investment risks.

Any opinions or views contained are those of their respective authors, and are not necessarily those of ANZ and its related bodies corporate (together, ANZ Group). The ANZ Group does not represent or warrant the accuracy, currency or completeness.

© Australia and New Zealand Banking Group Limited (ANZ) 2024 ABN 11 005 357 522.