Financial Templates
Choose a financial Excel model, bank reconciliation or Division 7A loan agreement template. Keep your figures and assumptions with the editable output.
- Published
- Updated
FinTrace
Bank statement analysis, simplified
We trace transfers and flag suspicious transactions, with every finding linked to its source.
Use these financial templates to prepare account schedules, financial Excel models or agreement drafts in your browser. You supply the figures and terms, then check the working document against your records.
Choose a Financial Template
Choose the bank reconciliation template when you need to explain a difference between the bank balance and your ledger. Have the balances and transaction records for the period ready, including outstanding deposits, withdrawals and any adjustments. The reconciliation statement brings those adjustments together so you can see what still needs resolving.
The Division 7A loan agreement template records company-loan particulars in a structured draft. Gather the company and borrower details, loan amount and proposed term. You’ll also need the interest and repayment provisions, security details and execution particulars. Review the populated draft alongside the records supporting those terms.
Financial Excel templates support a schedule or model built from your figures. The financial modelling template links assumptions to projected financial statements. Gather your opening balances and forecast assumptions so you can review how a change flows through the editable workbook.
Use the source of wealth form to record how a client accumulated wealth and identify the records supporting that history. It produces a declaration and evidence schedule, with gaps recorded alongside the explanation. A bank reconciliation explains account balances. The wealth-history document records the origins of the client’s wealth.
Agreement drafts require legal terms selected for the matter. A shareholder agreement concerns company ownership and governance, while a shareholder loan agreement records lending between the shareholder and company. For a joint venture agreement, identify the project participants, each contribution and the operating terms of their shared project. That participant-level scaffold addresses a different relationship from company governance or a loan.
Choose a financial schedule for figures you need to organise, or an agreement draft for terms you need to document. The completed template remains a working document for professional review. It does not establish compliance or provide personal financial advice.
Open the template that matches the document you need. Keep the assumptions and source references with the completed output so another practitioner can follow how you prepared it.
Explore this topic
26 templates
Start here
- Bank Reconciliation Template
Reconcile a bank balance against your ledger, identify outstanding items and export a bank reconciliation statement template with your adjustments.
- Division 7A Loan Agreement Template
Fill a Division 7A loan agreement template from the parties, amount and terms. Check the completed draft against applicable ATO requirements.
- Legal Expense Tracking Tool
Track billable hours, time costs and expenses against a matter budget. View a billable-hours chart and export expense, budget and hours schedules locally.
More templates
- Financial Separation Agreement Template Australia
Build an editable Australian separation agreement draft from agreed assets, debts and transfer terms, with a schedule for your lawyer to review.
- Separation Checklist Template
Create a printable separation checklist from your client’s housing, accounts and family details, with records to collect and tasks to follow up.
- Financial Modelling Excel Templates
Build a free Excel financial model from revenue, cost and funding assumptions. Check linked statements, compare scenarios and export transparent formulas.
- Consent Orders Template for a Draft Property Minute
Turn agreed property terms into an editable consent orders template, with numbered clauses, an implementation schedule and missing-term checks.
- Letter of Demand Template for NSW
Prepare a letter of demand template for NSW with invoices, payments and response details. Edit the letter and reconcile the debt schedule before sending.
- Cease and Desist Letter Template
Build an editable cease and desist letter from the parties, evidenced conduct and requested undertaking, with an Australian sample and review checklist.
- Deed of Release Template
Create an editable deed of release template with settlement payments, defined claims, reserved rights and optional indemnity fields for legal review.
- Heads of Agreement Template
Draft editable heads of agreement with Australian settlement terms, payment conditions and separate binding clauses, then export a document for review.
- Shareholder Agreement Template for Australia
Start your Australian shareholder agreement template with company, voting, funding and exit terms. Edit the draft and review gaps before execution.
- Joint Venture Agreement Template for Australia
Complete the joint venture agreement template for your venture in Australia, with contributions, operating rules and an editable draft for legal review.
- Will Writing Template for Solicitors
Use this will writing template to enter gifts, residue and appointments. Create an editable draft with Victoria and other jurisdiction review prompts.
- Corporate Power of Attorney Template
Build a corporate power of attorney draft from company, attorney and transaction details. Export editable wording and a list of incomplete fields.
- Shareholder Buyout Agreement Template
Record a shareholder buyout agreement with the agreed shares, price and payment terms. Download an editable template and check completion conditions.
- Legal Project Management Templates for Matter Plans
Build a legal project management plan from work packages, owners and estimates. Edit phased budgets, record approved changes and export your matter plan.
- Notice of Discontinuance Form Preparation
Prepare a notice of discontinuance form from your proceeding details. Select the court and review retained claims, permission and service checks.
- Shareholder Loan Agreement Template
Enter the parties, advance and repayment terms in a shareholder loan agreement template. Export an editable draft and check it against the loan records.
- Source of Wealth Form and Declaration Template
Create a source of wealth form with a declaration and evidence schedule. Record how wealth accumulated and flag the documents your review still needs.
- Subpoena Template and Schedule Builder
Build a subpoena preparation draft from court, party and recipient details. Export an editable document schedule and checklist for the official form.
- Philippine Power of Attorney Template
Prepare a Philippine special power of attorney draft with named acts and representatives. Export editable text and an execution review checklist.
- Engagement Letter Template for Legal Matters
Build a legal engagement letter from your matter scope, contacts and instructions. Export an editable draft with unresolved terms marked for review.
- Costs Agreement Template for Victoria
Enter retainer scope, charging terms and estimate. Export a Victorian costs agreement draft and separate disclosure checklist with unresolved fields.
- File Notes Template for Legal Instructions
Capture attendance, instructions and next actions in a file notes template. Review the populated record and export an editable copy in your browser.
- Legal Billing Template for a Draft Client Bill
Build a draft client bill with a legal billing template. Enter approved fees, disbursements and credits, check totals and export an editable copy.