5 checklists to support your business

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.

12 March 2024
business.gov.au

Get In Touch

We welcome you to contact us for more information about our services

Level One Financial Advisers Pty Ltd. AFSL 280061. The information contained on this website is general information only. You agree that your access to, and use of, this site is subject to these terms and all applicable laws, and is at your own risk. This site and its contents are provided to you on an “as is” basis, the site may contain errors, faults and inaccuracies and may not be complete and current. It does not constitute personal financial or taxation advice. When making an investment decision you need to consider whether this information is appropriate to your financial situation, objectives and needs. Liability limited by a scheme approved under Professional Standards Legislation. Disclaimer and Privacy Policy

Doug Tarrant

Principal B Com (NSW) CA CFP SSA AEPS

About Doug

As founder of the firm Doug has over 30 years of experience advising families, businesses and professionals with commercially driven business, taxation and financial advice.

Doug’s advice covers a wide variety of areas including wealth creation, business growth strategies, taxation, superannuation, property investment and estate planning as well as asset protection.

Doug’s clients span a whole range of industries including Investors; Property and Construction; Medical; Retail and Hospitality; IT and Tourism; Engineering and Contracting.

Doug’s qualifications include:

Bachelor of Commerce (Accounting) UNSW
Fellow of the Institute of Chartered Accountants
Certified Financial Planner
Self Managed Superannuation Fund Specialist Adviser (SPAA)
Self Managed Superannuation Fund Auditor
Accredited Estate Planning Specialist
AFSL Licensee
Registered Tax Agent

Christine Lapkiw

Senior Associate B Com (Accounting) M Com (Finance) CA

About Christine

Christine has over 25 years of extensive experience advising clients principally on taxation and superannuation related matters and was a founder of the firm when it began in 2004.

Christine’s breadth and depth of knowledge and experience provides clients with the comfort that their affairs are in good hands.

Christine currently heads up the firm’s SMSF division and oversees a team that provide tailored solutions for clients and trustees on all aspect of superannuation including:

Establishment of SMSFs
Compliance services
Property acquisitions
Pension structuring
SMSF ATO administration and dispute services

Christine’s qualifications include:

Bachelor of Commerce (Accounting)
Member of the Institute of Chartered Accountants
Master of Commerce (Finance)

Michelle Jolliffe

Associate - Business Services B Com (Accounting) CA

About Michelle

Michelle has been with the firm in excess of 13 years and is an Associate in our Business Services Division.

Michelle and her team provide taxation and business advice to a wide variety of clients. Technically strong Michelle can assist with all matters in relation to taxation covering Income and Capital Gains Tax; Land Tax; GST; Payroll Tax and FBT.

Michelle is an innovative thinker and problem solver and always brings an in-depth and informed view to the discussion when advising clients.

Michelle has considerable experience with business acquisitions and sales as well as business restructuring.

Michelle’s qualifications include:

Bachelor of Commerce (Accounting)
Member of the Institute of Chartered Accountants

Joanne Douglas

Certified Financial Planner and Representative CFP SSA Dip FP

About Joanne

Joanne commenced with Level One in 2004 and has developed into one of our Senior Financial Advisers.

With over 20 years of experience, Joanne and her team provide advice across a wide variety of areas including: Superannuation; Retirement Planning; Centrelink; Aged Care; Portfolio Management and Estate Planning.

A real people person Joanne builds strong long term relationships with her clients by gaining an in-depth knowledge of their personal goals and aspirations while providing tailored financial solutions to meet those needs.

Joanne’s qualifications include:

Certified Financial Planner (CFP)
Self Managed Superannuation Firm Specialist Adviser
Diploma of Financial Planning

Disclaimer & Privacy Policy

Disclaimer

The information contained on this web site is general information only. You agree that your access to, and use of, this site is subject to these terms and all applicable laws, and is at your own risk. This site and its contents are provided to you on “as is” basis, the site may contain errors, faults and inaccuracies and may not be complete and current.

It does not constitute personal financial or taxation advice. When making an investment decision you need to consider whether this information is appropriate to your financial situation, objectives and needs.

Level One makes no representations or warranties of any kind, expressed or implied, as to the operation of this site or the information, content, materials or products included on this site, except as otherwise provided under applicable laws. Whilst all care has been taken in the preparation of information contained in this web site, no person, including Level One Taxation & Business Advisors Pty Limited, accepts responsibility for any loss suffered by any person arising from reliance on the information provided.

Privacy

Level One highly values the strong relationships we have with our clients. The collection of data at Level One is being handled with full and proper respect for the privacy of our clients. The data we collect is handled sensitively, securely and with proper regard to privacy laws. Level One does not disclose, distribute or sell the data we collect from our clients to third parties.

Latest Accounting News