Business Funding for SMEs

Product Package

Virtually every financial writer in Australia is forecasting that, from October onwards, small businesses will encounter significant difficulties in being able to negotiate loans from banks.  A few years ago this would have been a disaster for SMEs.

But now there is an opportunity for businesses to raise capital:

  • Crowd Sourced Funding Equity Raising
  • Early Stage Innovation Company
  • Section 708 – Corporations Act Capital Raising

The Business Funding for SMEs product package contains papers and forms to assist SMEs to raise business funding.

Included in This Package

Business Funding for SMEs

This package contains:

Want To Know More?

Crowd Sourced Funding Equity Raising

This Package Contains:

  • What Is Crowd Sourced Funding?
  • Stage I of the CSF Legislation Journey in Australia
  • Stage 2 - Corporations Amendment (Crowd Sourced Funding for Proprietary Companies) Bill 2018
  • Small Proprietary Company
  • CSF Shareholder
  • Eligible CSF Company
  • Issuer Cap
  • Fundraising in Addition to a CSF Offer
  • Annual Financial Reports and Directors’ Report
  • Small Proprietary Companies – Shareholder Directions
  • CSF Audit Threshold
  • Primary Issue Only
  • Making a CSF Offer
  • Corporate Governance Concessions
  • CSF Intermediaries – Financial Services Licensing Requirements
  • Australian Market Licence (AML)
  • The Obligation of a CSF Intermediary
  • Stages of a CSF Offer
  • CSF Investors
  • General Investor Protections
  • Investor Protections For “Retail Clients” Only
  • When is a CSF Document Defective?
  • Obligations in Relation to Defective Documents
  • Investor Rights – Defective Documents
  • Criminal and Civil Liability
  • ASIC
  • Professional Advice

Early Stage Innovation Company

This Package Includes:

The package includes: Procedure Control Form, papers, templates, webinar transcript and videos for businesses and investors
  • Procedure Control Form
  • Papers:
    • Early Stage Innovation Company (Paper 570-051)
    • Early Stage Innovation Companies (Paper 003-045)
    • Self-Assessment for Early Stage Innovation Company (Paper 003-046)
    • Investment Readiness for Early Stage Innovation Companies (Paper 040-010)
    • Investment Pitches for Early Stage Innovation Companies (Paper 040-096)
  • ESIC - Eligibility Calculator, including:
    • Provisional Test
    • Gateway Test
    • Principles Based Test
    • Templates for supporting information for the test questions
    • Self-assessment as an Early Stage Innovation Company - Gateway Test Statement
    • Self-assessment as an Early Stage Innovation Company - The Principles Based Test Statement
  • Investment Readiness Items
  • Investment Pitch Items
  • Marketing Material:
    • Seminar for promotion to clients and prospects
    • Promotional material for communication with clients and prospects
    • Video - "Why is ESIC Exciting for Businesses?" (BAS9400)
    • Template - "Why is ESIC Exciting for Businesses?" - to assist you to develop your own video (BAS9401)
    • Seminar Package for promotion to clients and prospects
  • Investors:
    • Checklist on Early Stage Innovation Company (ESIC) for Investors (BAS9501)
    • Tax Incentives for Early Stage Investors (Paper 012-058)
    • Video - "Why will Investors be interested in an ESIC?"
    • Template "Why will Investors be interested in an ESIC?" - to assist you to develop your own video (BAS9552)>

You will also recieve the following:

  • Preparation for Investment Readiness
  • The Path to Investment Readiness
  • Fund Raising by Private of Non -Listed Public Companies
  • Investment Pitches
  • Due Diligence Checklist
  • Valuation of Emerging Companies Introduction
  • Valuations Negotiations for Emerging Companies
  • Required Share Ownership Method of Valuation
  • Venture Capital Method of Valuation
  • Hockey Stick Method of Valuation
  • Hockey Stick Method of Valuation
  • Coaching:

    ESS BIZTOOLS will provide 2 x 1 hour coaching via Zoom for an individual firm.
  • Business Advisory Services Briefings:

    ESS BIZTOOLS will conduct monthly 30 minutes group update sessions with subscribers’ Business Advisory Services Managers.
  • Business Plus Newsletter:

    Business Plus+ is produced monthly (February to December) with two additional editions being produced in May - "Federal Government's Budget Effects on SMEs" and "End of Year Tax Planning". Business Plus+ includes information on business development items, which will encourage your clients to use a wider range of services from your accountancy business. We also enclose links to the appropriate ESS BIZTOOLS material that contains additional information on the subject matters raised within Business Plus+ for internal reference.

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