LEVERAGE SERVICES PTY LTD
TRADING AS LEVERAGE ACADEMY
ACN XXXXXXXXXX
NORWEST OFFICE LEVEL 1 | SUITE 105 | 2 BROOKHOLLOW AVE BAULKHAM HILLS | NSW | 2153
OFFICES IN SYDNEY CBD | MELBOURNE | BRISBANE
POSTAL PO BOX 8166, BAULKHAM HILLS BC 2153
T XXXXXXXXXX | F XXXXXXXXXX | E XXXXXXXXXX
www.leveragegroup.com.au
LEVERAGE
ACADEMY
PRINCIPALS
Bailey Compton
BA | LLB | LREA | Lic. Bus. Agent | TAE
Lic. Strata Manage
Vivien Compton
LREA | Lic. Bus. Agent | Cert IV in Marketing
(Business) | TAE | Justice of the Peace
Thank you for choosing our Training Academy to assist you in this training and assessment phase of your
career.
All courses offered by Leverage Academy have been meticulously developed in accordance with the
equirements of the Australian Qualifications Framework.
Leverage Academy’s instructors and assessors are experienced, highly qualified and accredited both practically
and theoretically in their chosen field. Please do not hesitate to approach them with any questions or concerns
you may have about your course or associated assessment tasks.
I trust that your learning experience with Leverage Australia will be positive, and that your career objectives are
met and furthered through your experience with our Academy.
Again, we welcome you to Leverage Academy and we hope you enjoy your stay!
Welcome to Leverage Academy!
Bailey Compton
Director and Academy Principal
© Bailey Compton XXXXXXXXXX
TABLE OF CONTENTS
Introduction XXXXXXXXXX
Property Industry Licensing XXXXXXXXXX
Qualification to hold an Individual Licence XXXXXXXXXX
Eligibility for a Corporation Licence XXXXXXXXXX
Disqualified Persons XXXXXXXXXX
Cu
ency of Licence XXXXXXXXXX
Forms of Business Structure XXXXXXXXXX
The Sole Trader XXXXXXXXXX
Corporate Entities XXXXXXXXXX
Companies Limited XXXXXXXXXX
Company Limited by Shares XXXXXXXXXX
Company Limited by Guarantee XXXXXXXXXX
No Liability Companies XXXXXXXXXX
Unlimited Companies XXXXXXXXXX
Holding Companies & Subsidiaries XXXXXXXXXX
Partnerships XXXXXXXXXX
Trusts XXXXXXXXXX
Decide on Your Business Structure XXXXXXXXXX
How To Register A Business Name XXXXXXXXXX
How To Register A Company XXXXXXXXXX
Registering for Taxation XXXXXXXXXX
Your Tax Obligations XXXXXXXXXX
Basic Bookkeeping XXXXXXXXXX
Financial Records XXXXXXXXXX
Financial Reporting XXXXXXXXXX
Insurance for Small Business XXXXXXXXXX
Responsibilities of Company Directors XXXXXXXXXX
Insolvency XXXXXXXXXX
External Administration XXXXXXXXXX
Voluntary Administration XXXXXXXXXX37
Liquidation XXXXXXXXXX
Receivership XXXXXXXXXX
Business Finance XXXXXXXXXX
Types of Finance XXXXXXXXXX
Debt Finance XXXXXXXXXX
Equity Finance XXXXXXXXXX
Applying for Finance XXXXXXXXXX
Understanding the Profit and Loss Statements XXXXXXXXXX
Income XXXXXXXXXX
Expenses XXXXXXXXXX
Profit and Loss Appropriation Statement XXXXXXXXXX41
Understanding the Balance Sheet XXXXXXXXXX
Cu
ent Assets XXXXXXXXXX
Non-Cu
ent Assets XXXXXXXXXX
Cu
ent Liabilities XXXXXXXXXX
© Bailey Compton XXXXXXXXXX
Non-Cu
ent Liabilities XXXXXXXXXX
Shareholders (Proprietorship) Equity XXXXXXXXXX
Financial Performance Analysis XXXXXXXXXX
Vertical Analysis XXXXXXXXXX
Horizontal Analysis XXXXXXXXXX
Financial Ratios XXXXXXXXXX
Liquidity Ratios XXXXXXXXXX
Activity Ratios XXXXXXXXXX
Profitability Ratios XXXXXXXXXX
Break Even Analysis XXXXXXXXXX
Future Cash Flows XXXXXXXXXX
Depreciation XXXXXXXXXX
Straight Line XXXXXXXXXX
Diminishing Value XXXXXXXXXX
Payback Period XXXXXXXXXX
Accounting Rate of Return XXXXXXXXXX
Net Present Value (NPV XXXXXXXXXX
Internal Rate of Return (IRR XXXXXXXXXX
Preparing a Financial Plan XXXXXXXXXX
Why Analyse Financial Reports? XXXXXXXXXX
Understanding Financial Information XXXXXXXXXX
Cash Flow XXXXXXXXXX
Identify Cash In-Flows XXXXXXXXXX
Identify Cash Out-Flows XXXXXXXXXX
Budgets XXXXXXXXXX
Analysis of Costs XXXXXXXXXX
Preparation of Budgets XXXXXXXXXX
Flexing the Budget XXXXXXXXXX
Continuous or Rolling Budgets XXXXXXXXXX
Risk Management XXXXXXXXXX
The Value of Audits XXXXXXXXXX
Internal Controls XXXXXXXXXX
Performance Measurement XXXXXXXXXX
Preparing a Business Plan XXXXXXXXXX
Anatomy of a Business Plan XXXXXXXXXX
Leverage Academy – Small Business Finance
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© Bailey Compton XXXXXXXXXX
CPPDSM4009A Interpret legislation to complete agency work
CPPDSM4015A Minimise agency and consumer risk
CPPDSM4005A Establish and build client-agency relationships
BSBRKG304B Maintain business records
BSBSMB406A Manage small business finances
REAL ESTATE AGENCY MANAGEMENT
This course is based on a national Unit of Competency from the CPP07 Property Services Training
Package and is one of the areas required to gain the qualification of CPP40307 – Certificate IV in Property
Services (Real Estate).
This course describes the maintenance of records of a business or records system in good order on a day-
to-day basis. It includes implementing, monitoring and reviewing strategies for the on-going management of
the finances for a small business, and the day-to-day financial management of a small business.
This manual of theoretical information is supplemented with assessment activities, which provide the
course participant with the opportunity to demonstrate that they have a complete understanding of the
concepts being studied as part of the successful completion of these five (5) Units of Competence. It
should be remembered that being competent includes the demonstration of skills, knowledge and attitude ~
all three of these qualities will be assessed throughout this training program.
Assessment
Assessment for this unit includes tasks to be marked by your assessor, which may include multiple choice
questions, short answer questions, case studies, projects, role-plays and / or demonstrations.
Assessment activities for this unit are provided in a separate assessment document, which has been
customised to meet the legislative requirements in your state or te
itory.
You may apply for assessment through our recognition process whereby you demonstrate your cu
ent
competence through prior learning (RPL) by compiling a portfolio of evidence to demonstrate your skills
and knowledge. Your RPL will be supported by interview questions and / or third party reports to confirm
your skills and abilities.
Competency in this unit will be demonstrated when you are able to show that you can meet the elements
and performance criteria, shown on the following page. These have been extracted from the full unit
descriptor which is available upon request.
Should you require help, assistance or tutorial support at any time during your study, a course facilitator is
available to assist you. To request a support call back, please send an email to
XXXXXXXXXX with a
ief outline of your query.
Leverage Academy – Small Business Finance
Version 1 –2014:01 Page 3
© Bailey Compton XXXXXXXXXX
mailto: XXXXXXXXXX
Tutorial Assistance
Should you require assistance or tutorial support at any time during your study, a course facilitator is
available to assist you.
To request a support call, please send an email to XXXXXXXXXX with a
ief outline
of your query.
INTRODUCTION
In the conduct of any business, it is essential that the organisational structure and the cash flow
management components of