Payroll Projections

To manage your tax and financial affairs effectively and ensure you are not overpaying whether it's PAYG or superannuation, it's very important to plan and be in control. This schedule is designed to capture important information so you can make some important decisions such as payroll projections. By doing so, you are not exposing yourself or your business to potential adverse implications which the Australian Taxation Office (ATO) targets such as Division 7A implications.

Website URL (leave blank)

Personal Information

First Name *

Middle Name

Last Name *

Income Streams

Do you have other income sources? *

Provide details of any additional revenue streams where you work for another business as an employee and earn a salary or wage.

Partner Information

Do you have a partner? *

This is to determine your household combined family income requirement.

Personal Financial Commitments & Obligations

If a field is not relevant to you, simply enter 0 and go to the next item. Ensure you specify whether these commitments and obligations are weekly, fortnightly or monthly.

Category	Amount ($)	Frequency	Weekly Amount ($)
Education Costs (school fee, uniform & excursions)			0.00
Entertainment (e.g. Netflix subscription)			0.00
Family Recreational (Sports Membership)			0.00
Government Fee (land Tax & council rates)			0.00
Groceries (Food & Drinks)			0.00
Health Care & Insurance (Doctor's bills, medicine)			0.00
Household Care (Internal cleaning, laundry, drycleaning, Lawn Mowing)			0.00
Investment Repayment (investment property rented out)			0.00
Landlord Insurance Premiums (for the investment property)			0.00
Lifestyle & Leisure (Dining & movies)			0.00
Mortgage Repayment (principal place of residence including payments to lenders)			0.00
Motor Vehicle Loan Repayment (if personal car under finance)			0.00
Motor Vehicles Expenses (personal use, not under the business, this includes fuel, servicing & maintenance, registration, insurance, tolls & parking)			0.00
Personal & Family Care (clothings, haircuts, makeup)			0.00
Private Health Cover (insurance premium)			0.00
Rent Payment (amounts paid to real estate agent)			0.00
Travel & Transport (Train or bus tickets)			0.00
Utilities Bills (Electricity, gas, water, internet)			0.00

Total Financial Commitment (Weekly): $0.00