Financial Education Resources Built From Real Experience
We've spent years working through Australian financial regulations and tax requirements. These materials come straight from our day-to-day work helping businesses keep their records straight without the usual headaches.
Get StartedWhat's Actually Available
We put together these guides after noticing the same questions coming up again and again. Nothing fancy—just practical stuff that actually helps.
Record Keeping Fundamentals
The basics of what you need to keep, how long to keep it, and why it matters. Updated for 2025 ATO requirements.
GST Compliance Worksheets
Step-by-step templates that walk you through quarterly reporting. Makes BAS time less stressful.
Expense Category Guide
Clear explanations of what goes where. Helps you categorise expenses correctly from the start.
Year-End Checklist
Everything you need to gather before June 30. Takes the guesswork out of preparation.
Invoice Requirements
What makes an invoice compliant. Includes examples of what works and what doesn't.
Monthly Review Template
Simple framework for checking your books regularly. Catches issues before they become problems.
How People Actually Use These Materials
Most of our clients download the Record Keeping Fundamentals first. It's a good starting point that covers the essentials without overwhelming you.
The GST worksheets get heavy use around January, April, July, and October—those quarterly deadlines sneak up fast. Having a template ready saves about 3 hours per quarter based on feedback we've received.
Typical Learning Path
This is how most people work through the materials. You can jump around, but this order tends to make sense.
Getting Set Up
Start with the fundamentals guide. Take your time with this one—it's worth understanding properly from the beginning.
Week 1-2Building Daily Habits
Apply the expense categorisation guide to your incoming receipts. The monthly review template helps keep things on track.
Week 3-6Quarterly Requirements
Use the GST worksheets when your BAS is due. They're designed to work with what you've already organised.
Month 3Year-End Preparation
Pull out the year-end checklist around May. Gives you time to find anything that's missing before the June rush.
Month 11-12
Why We Created These
Back in 2022, we noticed clients asking similar questions about record keeping. Instead of explaining the same things repeatedly, we started documenting our answers.
What started as internal notes turned into proper guides. We tested them with a few clients, made adjustments based on their feedback, and kept refining until they actually helped people.
The materials aren't trying to replace professional advice. They're meant to help you understand what's expected and organise things properly before meeting with your accountant.
We update everything annually when regulations change. The 2025 versions reflect current ATO requirements and include examples from real situations we've encountered.
If something doesn't make sense or you need clarification on any part, reach out. We're at 220 Hunter St in Newcastle or available at help@zalroniveta.com.
Access and Support
All materials are available immediately after you get in touch with us. We send everything as downloadable files—PDFs for guides, Excel for templates.
You'll also get access to updated versions when we release them. Usually that's once a year, but occasionally we'll update something mid-year if regulations change.
Questions about how to use any of this? Call us on +61394175009. We'd rather answer your questions now than see issues pop up later.