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Downloads & Templates

Essential Tools for Smarter Business Management
Curated by professionals. Free for our clients. Trusted by teams.

At My Biz Secretary, we believe in making business administration simpler, faster, and more compliant. That’s why we’ve curated a library of practical, ready-to-use templates designed to support directors, executive assistants, accountants, and entrepreneurs in running day-to-day operations effectively.

Whether you’re documenting a board meeting, registering a company, tracking expenses, or managing HR, our templates save you time and reduce risk — with formats aligned to professional standards.

Available Templates by Category

📘 Board & Compliance Templates

Annual Compliance Calendar TemplateDownload
  • CIPC Filing Checklist (Coming soon)
  • Director Appointment Form – Sample Format (Coming soon)
  • Statutory Registers Template (Coming soon)
Board Resolution TemplateDownload
Post-Meeting Action TrackerDownload
Minute Taking TemplateDownload
Board Meeting Agenda Template (1)Download

🚀 Startup & Legal Documents

Business Plan Outline for SMMEsDownload
Share Certificate TemplateDownload
Shareholder Agreement OutlineDownload
Company Registration ChecklistDownload

🧾 HR & Admin Tools

Employee Onboarding ChecklistDownload

💼 Finance & Tax Resources

Leave Register TemplateDownload
Employee Onboarding ChecklistDownload
Monthly Expense TrackerDownload
SARS Tax Return Prep ChecklistDownload

📝 Terms of Use

These templates are provided for general business use by clients, partners, and franchisees of My Biz Secretary. They do not constitute legal advice. For full implementation support or customization, please contact us directly.