farmcfo.com.au · 0412 759 847Season Partner
Season Partner starts with the Bank Review Pack, so the first step is the Bank Review Pack list. After that, each check-in needs a short update.
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.
At the start
| Done | Document | Where to find it |
|---|---|---|
| Everything on the Bank Review Pack list | See the Bank Review Pack checklist | |
| The dates of your main sales and your bank review, so the check-ins land before them | You |
Before each of the three check-ins
| Done | Document | Where to find it |
|---|---|---|
| Accounts reconciled to the end of last month, or Xero or MYOB adviser access | You or your bookkeeper | |
| Bank and overdraft balances on the day | Online banking | |
| Stock numbers by class, and sales and purchases since the last check-in | Your herd and flock records | |
| Feed and fodder on hand, and any feed bought since the last check-in | Your feed records | |
| Anything that changed the plan: season, prices, a big repair, a staff change | You |
Before your main sales
| Done | Document | Where to find it |
|---|---|---|
| Expected head, weights and timing for the sale, and where you're selling | You and your stock agent |
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.