Befinancial Client Knowledge Base
This page contains all of our FREE client resources, processes and FAQ’s
Business
Xero Training & Resources
This page contains Xero tutorial videos and help centre links to help navigate around some of its basic features.
Monthly Cash Flow Forecast
This monthly cash flow forecast can serve as an annex in your business plan or assist with a finance/loan application
Individuals
Tax Return Checklist
Use this checklist as a guide when preparing for your end-of-year individual tax return.
Rental Property Information Guide
This ATO resource guide will help you learn all the tax basics about owning a rental property and how to treat income and expenses. For further information or clarification on anything, please do not hesitate to book an appointment with one of our accountants.
Rental Property Worksheet
Use this worksheet if you have a rental property to assist with preparing your end-of-year individual tax return documentation. Please complete and return to our office for your tax return completion – info@befinancial.com.au
Personal Budget Planner
Use this Budget Planner to help determine where your personal money is going and whether you have a cash surplus or deficit.
