farmcfo.com.au · 0412 759 847Farm Optimiser
Farm Optimiser checks every cost line against what the farm produced, so it needs the detail behind the accounts as well as the accounts. Week 1 starts once most of this is in.
How to send them
- Send documents for every entity: each company, trust or partnership, and each owner or guarantor.
- Three years means the last three finalised financial years.
- A shared Google Drive or OneDrive folder works best. For Xero or MYOB, add Nick as an adviser user rather than exporting reports.
- Black out tax file numbers. Farm CFO doesn't need them.
- Missing something? Send what you have and note the gap. It won't hold the work up.
Accounts
| Done | Document | Where to find it |
|---|---|---|
| Financial statements for the last three financial years for every entity | Your accountant | |
| Xero or MYOB adviser access, or a full transaction listing for last financial year and this year to date | Xero, MYOB or your bookkeeper | |
| Last 12 months of supplier statements for feed, freight, contractors, fuel, repairs and vet | Your suppliers or your files |
Production
| Done | Document | Where to find it |
|---|---|---|
| Livestock reconciliation for the last full year: opening and closing numbers by class, purchases, sales, births, deaths and rations | Your herd and flock records or your accountant | |
| Every sale in the last 12 months: head, weights, grades and prices | Agent account sales, kill sheets, wool sale summaries | |
| Feed and fodder used: tonnes bought, price paid, home-grown and on hand | Your feed records and supplier invoices |
How the business runs
| Done | Document | Where to find it |
|---|---|---|
| Who does what: owners, family and staff, with roles, hours and wages | You and your payroll | |
| Machinery and vehicle list with age, hours or kilometres, and last year's repair spend | You and your asset register | |
| Contract work bought in: shearing, harvest, spraying, carting, with rates | Contractor invoices | |
| A rough calendar of the year's main jobs: joining, calving, lambing or farrowing, weaning, shearing, sales | You |
Debt and structure
| Done | Document | Where to find it |
|---|---|---|
| Facility letters and latest statements for every loan, overdraft and equipment finance contract, with rates, terms and any balloon | Your lenders | |
| Leases, agistment and share farming agreements | Your files or solicitor | |
| Insurance schedule | Your insurer or broker |
Your view
| Done | Document | Where to find it |
|---|---|---|
| The three costs you think are too high, and anything you've already tried | You |
Extra records for livestock
Add these for each livestock enterprise you run. Skip the groups that don't apply.
All livestock
| Done | Document | Where to find it |
|---|---|---|
| Property Identification Code (PIC) for each property, registered in the right name | Your state's PIC authority, such as Local Land Services in NSW | |
| Livestock reconciliation for the financial year: numbers by class at 1 July and 30 June, purchases, sales, births, deaths and stock killed for rations | Your herd and flock records or your accountant | |
| Agistment received or paid, with head, dates and rates | Agistment agreements and invoices |
Pigs
| Done | Document | Where to find it |
|---|---|---|
| Herd performance reports: sow numbers, pigs weaned per sow per year, growth rate, feed conversion and mortality | Your herd recording software | |
| Feed records: diets, tonnes used, grain and meal prices | Your feed mill, nutritionist or supplier invoices | |
| Processor or buyer contracts, price schedules and kill sheets | Your processor | |
| APIQ certification status and PigPass records | APIQ and the PigPass database |
Cattle
| Done | Document | Where to find it |
|---|---|---|
| Joining, pregnancy testing, calving and weaning numbers | Your herd records | |
| Sale and purchase dockets with weights and c/kg | Agent account sales, kill sheets, feedlot statements | |
| LPA accreditation status and NLIS account details | myMLA and the NLIS database |
Sheep
| Done | Document | Where to find it |
|---|---|---|
| Joining, scanning, lamb marking and weaning numbers | Your flock records | |
| Wool clip records: bales, micron, yield and price | Your wool broker's sale summaries | |
| Lamb and sheep sale dockets with weights and c/kg | Agent account sales and kill sheets | |
| Shearing and crutching costs | Contractor invoices | |
| LPA accreditation status and NLIS account details | myMLA and the NLIS database |
Checked 26 October 2026. Based on what Farm CFO needs for the work and what the Regional Investment Corporation and most lenders commonly ask for. Your lender's own letter is the final word on what it needs. Farm CFO is a business name of Levelhead Capital Pty Ltd (ABN 15 703 134 918). farmcfo.com.au · 0412 759 847
Ready to start?
Send what you have and we'll confirm the fee in writing before any work starts.