Balanced Scorecard

Set of templates for building a balanced scorecard.

Business Financial Analysis Template

For starting up a business.

Capital Budgeting Analysis

Basic program for doing capital budgeting analysis with inclusion of opportunity costs, working capital requirements etc.

Capital Structure

Spreadsheet for calculating optimal capital structures using different percents of debt.

Cash Flow Template

Simple cash flow model with explanations of each cash flow component.

Due Diligence Assessment Model

Assessment of new business ventures across ten different dimensions.

Financial Projections Model

A comprehensive financial model for forecasting a complete set of financials with breakeven and valuation tabs. (Need Editing)

Financial Statements

Generate a set of financial statements using two input sheets - operational data and financial data.

Forecasting Model

Model for forecasting financial results.

Master Budget Model

A multi-period multi-product budget model for a fictional bicycle manufacturing company.

Personal Finance Model

A simple and clean model to track personal wealth.

Ratio Calculator

Calculates a standard set of ratios based on input of financial data.

Ratio Tree

A simple yet comprehensive tree of ratios for most businesses.

Stock Valuation

Calculates expected return on stock and value based on no growth, growth, and variable growth.

Techniques of Financial Analysis

Workbook of 11 templates (breakeven, valuation, forecasting, etc.)

Time Value

Introduction to time value concepts, such as present value, internal rate of return, etc.

Valuation Models

Rough calculation for choosing the correct valuation model.

What If Analysis

Set of templates for sensitivity analysis using financial inputs.

For these and more spreadsheets, please go to

ATO - Taxation Rulings and Determinations

Includes tax, captial gains cell, miscellaneous and luxury car tax

Australian Taxation Office - Legal Database

TR 2015/D3

Income tax: taxation of financial arrangements - how section 230-120 of the Income Tax Assessment Act 1997 applies to the taxation of swaps under the accrual/realisation rules in Subdivision 230-B of that Act (As at 23 September 2015)

TD 2015/17

Income tax: will a dealing between a life insurance company and another entity in relation to a segregated asset(s) of the company, undertaken by the company solely for the purpose of maintaining a pool of assets out of which to discharge its complying superannuation/FHSA life insurance policy liabilities or exempt life insurance policy liabilities, effect the transfer of an asset(s) 'from' or 'to' the company's complying superannuation/FHSA asset pool or its segregated exempt assets (within the meaning of Division 320 of the Income Tax Assessment Act 1997 )? (As at 23 September 2015)

ATO - GST Rulings and Determinations

Includes GST and sales tax
Australian Taxation Office - Legal Database

GSTD 2012/2A1 - Addendum

Goods and services tax: what are the goods and services tax consequences following the sale of commercial premises that are subject to a lease? (As at 23 September 2015)

ATO - Excise Rulings and Determinations>

Includes excise, fuel tax and product grants & benefits
Australian Taxation Office - Legal Database

ATO - Superannuation Rulings and Determinations

Includes superannuation, superannuation contribution and superannuation guarantee
Australian Taxation Office - Legal Database

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Louis Aldum is the owner of TaxSense and is a registered tax agent.

Graduating from the University of Pretoria with a Bachelor of Commerce (Accounting Sciences) degree and a Post Graduate
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