Sole trader toolkit
As a sole trader, you’ll be looking after many parts of running a business by yourself. We’ve got tools and resources to get you set up and guide you.
Getting set up
Becoming a sole trader
It’s relatively easy to start a business as a sole trader, but make sure you have a good idea of why you want to do it. Check out our tips and guidance to get you started.
Sole trader checklist
Follow this easy checklist so that you get your essential financial tasks sorted, make sure your paperwork is correct and register with the right government agencies.
Quick-focus business plan
Download this 10-step template and set aside no more than an hour to reset and refocus.
Tips for tradies
Many tradies are sole traders, so we’ve got tips for you on how to improve your construction business. Watch short videos, with helpful resources you can download and use today.
Finances
Tax 101 for sole traders
To help you accurately plan ahead, we’ve created a guide explaining different taxes and levies, and how they’re calculated.
Visual guide: Making tax time easier
Avoid stress by following these tips on getting ready for tax time, whether you’re starting out or well established.
Quiz: Claiming expenses
Test yourself on what expenses you can claim.
Forecast your cash flow
Cash flow is an indicator of your business’s financial health. Forecasting your cash flow helps you have better conversations with your bank or advisor.
Templates
Template: Pricing workbook
Use our template to calculate what markup you need to add to each job.
Template: Construction proposal package
Use this template to create a construction proposal to send straight to your clients.
Template: Invoice
Use our invoice template to send straight to your clients.
Funding Explorer
Your business might have more funding options available than you realise. We’ll help you explore the best options.