Member tools & resources

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Checklists, guides and webinars

We have brought together a collection of essential guides and resources designed to keep you up to date and provide the best advice to your clients. 

Our goal is to centralise everything you need into one convenient place, making it easier for you to access the most relevant resources. 

Explore our curated content and discover tools to help you excel in your practice.

Looking for something in particular? Let us know at bdoconnect@bdo.com.au

Watch our recorded series

Looking for something in particular? Let us know at bdoconnect@bdo.com.au

Cyber incident preparedness, response & investigations

AML/CTF reforms update

BDO Connect technical super update webinar

BDO Connect tax update webinar

Three minutes with Mark - YouTube playlist

Transfer pricing webinar - BDO Connect

Navigating ATO Next5000 review - BDO Connect

Checklists

checklist

 NEW  Preparing for Australia’s payments licensing reforms

This practical checklist from BDO's financial services experts outlines key information about payments licensing reforms in Australia and how payment service providers (PSPs) and fintechs can prepare in light of the proposed draft legislation.

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Governance checklist for SMEs

The principles of good governance are important for businesses of all sizes to consider. Without a governance framework or policies, your business may be vulnerable to complacency, financial strain or unwanted legal disputes.

Use our comprehensive, interactive checklist to benchmark the governance characteristics of your small to medium business against best practices.

DOWNLOAD CHECKLIST


People first: How to lead AI transformation with impact

Artificial Intelligence is evolving rapidly, bringing both promise and pressure to organisations and their employees. Yet despite significant investment, many businesses struggle to move beyond isolated use cases or pilot initiatives to achieve enterprise-wide impact.

DOWNLOAD WHITEPAPER


Simplify your FY25 self-managed superannuation fund (SMSF) audit

The new financial year has started, so it’s time to collect and collate your self-managed superannuation fund (SMSF) records. This can be a more onerous process than for other tax obligations, because your SMSF is subject to an independent audit - and SMSF auditors always seem to want more details.

DOWNLOAD CHECKLIST


Preparing your SMSF for the end of financial year

Prepare your self-managed super fund for the end of financial year 2025 with our expert guidance. Learn key actions, compliance tips and download our SMSF checklist to stay on track and maximise your super savings.

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Anti-money laundering guide and checklist

From 1 July 2026, anti-money laundering and counter-terrorism financing (AML/CTF) obligations will be extended to high-risk services provided by designated non-financial businesses and professions (DNFBPs). Our checklist helps you understand the changes for your business, identify any potential compliance gaps under the new AML/CTF Act, and start preparing before July next year.

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Selling your technology business - A practical guide

BDO has created a practical step-by-step guide to assist you in understanding the sale process of your technology business. 

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Sustainability activation checklist

This practical guide provides more information to help your organisation develop a sustainability roadmap, guiding you through these six steps – assess, prioritise, commit, measure, report, and improve.

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Working capital management checklist

Effectively managed working capital is key to a company’s financial health and ability to navigate challenging business conditions.

Our Working Capital Checklist guides you through the three essential elements of working capital management: order to cash (O2C), procure to pay (P2P), forecast to fulfil (F2F).

DOWNLOAD CHECKLIST


Checklist: Managing key payroll tax compliance risks

Various State and Territory revenue authorities are placing more attention on ensuring employers are paying the right amount of payroll tax.

To help employers navigate these requirements, BDO has prepared a checklist that sets out some of the key risk areas for payroll tax purposes.

DOWNLOAD CHECKLIST

Guides & Publications

guides

 NEW  Global risk landscape report 2026

The Global Risk Landscape 2026 report shows that risks once managed in isolation are now interconnected, fast‑moving and amplified by geopolitical instability, technological disruption and economic volatility. For today’s business leaders, change and disruption are expected, demanding a more agile and risk-aware approach to decision-making.

VIEW REPORT


BDO's coming to Australia tax guide 

This guide is intended for individuals moving to Australia for employment purposes. It aims to provide an overview of the main Australian tax considerations and issues that affect employees working in Australia and is current as at July 2025.

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BDO's leaving Australia tax guide

This guide is intended for individuals leaving Australia for employment purposes. It aims to provide an overview of the main Australian tax considerations and issues that affect Australian employees working overseas and is current as at July 2025.

DOWNLOAD GUIDE


Anti-money laundering guide & checklist

From 1 July 2026, anti-money laundering and counter-terrorism financing (AML/CTF) obligations will be extended to high-risk services provided by designated non-financial businesses and professions (DNFBPs) or ‘Tranche 2’ entities.

Our anti-money laundering guide and checklist will help you identify potential compliance gaps under the new AML/CTF Act and start preparing.

DOWNLOAD GUIDE


Corporate Reporting Insights - April 2026

April’s Corporate Reporting Insights brings together the latest developments across financial reporting, IFRS® Accounting Standards, and sustainability disclosures, offering preparers practical guidance and clear perspectives on the evolving reporting landscape.

VIEW INSIGHTS


Techtonic States: Grow your Business Edge

In Chapter 4 of our Techtonic States report series, we explore how organisations can grow their business edge by aligning technology investment with business objectives, ESG priorities, and measurable productivity outcomes.

VIEW REPORT


ASX Listing Guide: IPO handbook 2026

In this guide, BDO’s team of experts outline some of the key points to consider in a company’s decision to list. The guide also outlines some of the key components for a successful ASX IPO.

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Techtonic States: Secure your Business Edge

In Chapter 3 of our Techtonic States report series, we explore how organisations can secure their business edge. By balancing innovation, governance, technology ethics, and cyber security, leaders can drive their organisation’s long-term growth, agility and resilience.

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Expert-led sustainability essentials course for financial leaders or professionals

Australia’s new sustainability disclosure standards are reshaping how organisations operate, report, and lead. To support financial professionals in navigating this shift, BDO has partnered with Quitch to deliver a mobile-first, interactive learning experience, designed to build capability in sustainability, ESG, and responsible business.

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Techtonic States: Build your Business Edge 

Chapter 2 of Techtonic States uncovers how today’s leaders are overcoming obstacles to digital transformation by rethinking strategy, strengthening data foundations, and empowering their teams.

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Navigating the Australian climate-related financial disclosure landscape

Whether you’re a large corporation or a financial institution, our roadmap, designed for Group 1, 2, and 3 entities, provides clear guidance on climate-related reporting and disclosure deadlines. It simplifies your sustainability journey with essential activities aligned with either compliance or strategic goals.

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Strategic planning starter guide

A go-to reference for small to medium businesses on how to create and implement an effective and robust strategic plan.

This guide includes simple steps for a successful plan, and a strategic plan template example.

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Succession planning: 4 Ls of family business

When planning the path to succession, it can be helpful to consider the ‘4Ls’ approach taken in family business: Learn business, Learn OUR business, Learn to lead and Learn to let go. For each of these stages, there are education and leadership development milestones that can be applied in any business – not only those involving family succession.

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Unlocking private debt: A guide to sources and strategic uses

Private credit debt has become an increasingly popular financing option for businesses, particularly in situations where traditional banks are either unavailable or less advantageous from a flexibility perspective.

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Best practice for SMEs

This series is designed to ensure you, and your business operations, are at the top of your game. Over nine articles, our team discuss taking a ‘best practice’ approach to the key processes we believe are the hallmarks of successful, sustainable businesses.

READ THE SERIES